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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,073 hedge funds and large institutions have $43.3B invested in Arthur J. Gallagher & Co in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+82
Holders Change %
+8.27%
% of All Funds
15.73%
Holding in Top 10
37
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.19%
% of All Funds
0.54%
New
161
Increased
409
Reduced
355
Closed
63
Calls
$86.6M
Puts
$81M
Net Calls
+$5.66M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.4B
2
Brown Advisory
Brown Advisory
Maryland
+$287M
3
Capital World Investors
Capital World Investors
California
+$199M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$218M
3
Norges Bank
Norges Bank
Norway
-$215M
4
Fidelity International
Fidelity International
Bermuda
-$116M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Apollon Wealth Management
South Carolina
$1.67M +$1.2M +5,345 +259%
SW
477
SVB Wealth
Massachusetts
$1.64M -$208K -926 -11%
KJHP
478
K.J. Harrison & Partners
Ontario, Canada
$1.64M +$1.64M +7,300 New
FFA
479
Farther Finance Advisors
California
$1.64M +$1.35M +5,981 +459%
GA
480
Geller Advisors
New York
$1.63M +$1.41M +6,289 +665%
SFI
481
Siemens Fonds Invest
Germany
$1.62M +$351K +1,560 +28%
HAG
482
HighPoint Advisor Group
Illinois
$1.6M +$1.6M +6,505 New
CIM
483
Contravisory Investment Management
Massachusetts
$1.6M -$23.4K -104 -1%
BBVA
484
Banco Bilbao Vizcaya Argentaria
Spain
$1.59M +$56.7K +252 +4%
AssetMark Inc
485
AssetMark Inc
California
$1.58M +$637K +2,832 +67%
LFP
486
Leeward Financial Partners
Washington
$1.58M +$13.7K +61 +0.9%
WA
487
WBH Advisory
Maryland
$1.58M -$4.95K -22 -0.3%
AWM
488
AE Wealth Management
Kansas
$1.58M +$910K +3,905 +136%
BFG
489
Bleakley Financial Group
New Jersey
$1.56M +$81.4K +362 +5%
HWMA
490
Heritage Wealth Management (Arizona)
Arizona
$1.56M +$1.56M +6,928 New
SS
491
Simplicity Solutions
Minnesota
$1.56M +$72.9K +324 +5%
NMIMC
492
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M +$6.75K +30 +0.4%
NFG
493
Nations Financial Group
Iowa
$1.52M +$1.52M +6,765 New
TC
494
TownSquare Capital
Utah
$1.5M -$41.4K -184 -3%
FC
495
FORA Capital
Florida
$1.48M +$1.48M +6,594 New
CFGS
496
Concourse Financial Group Securities
Alabama
$1.48M -$36.7K -163 -2%
HWAM
497
Hennion & Walsh Asset Management
New Jersey
$1.47M +$201K +892 +16%
PCG
498
Prosperity Consulting Group
Maryland
$1.46M +$293K +1,303 +25%
CA
499
Cetera Advisors
Colorado
$1.46M +$798K +3,550 +120%
HA
500
Harbor Advisors
Florida
$1.46M +$225K +1,000 +18%
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