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Arthur J. Gallagher & Co

722 hedge funds and large institutions have $20.2B invested in Arthur J. Gallagher & Co in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 239 increasing their positions, 267 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $13.9M

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

20% more capital invested

Capital invested by funds: $16.8B → $20.2B (+$3.32B)

4% more funds holding

Funds holding: 693722 (+29)

1.62% more ownership

Funds ownership: 83.53%85.15% (+1.6%)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 267

Holders
722
Holders Change
+29
Holders Change %
+4.18%
% of All Funds
12.78%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
97
Increased
239
Reduced
267
Closed
62
Calls
$49.3M
Puts
$13.9M
Net Calls
+$35.4M
Net Calls Change
+$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
501
Redpoint Investment Management
Australia
$372K
MIM
502
Merrion Investment Management
New Jersey
$371K +$342K +3,000 New
CCT
503
Country Club Trust
Missouri
$365K
TNBTD
504
Trustmark National Bank Trust Department
Mississippi
$364K -$20.5K -180 -6%
ST
505
Somerset Trust
Pennsylvania
$362K -$10K -88 -3%
ECM
506
Everence Capital Management
Indiana
$362K
HSA
507
HBK Sorce Advisory
Pennsylvania
$361K -$18.2K -160 -5%
D.E. Shaw & Co
508
D.E. Shaw & Co
New York
$360K +$61.8K +543 +23%
OAM
509
Optimal Asset Management
California
$359K
LS
510
Livforsakringsbolaget Skandia
Sweden
$359K +$125K +1,100 +61%
KPWS
511
Kestra Private Wealth Services
Texas
$358K +$61.8K +543 +23%
MSRPS
512
Maryland State Retirement & Pension System
Maryland
$358K +$352K +3,091 New
DIA
513
Dana Investment Advisors
Wisconsin
$355K -$641K -5,627 -66%
FHC
514
First Horizon Corporation
Tennessee
$354K -$13.9K -122 -4%
WB
515
Webster Bank
Connecticut
$353K
GIA
516
Guyasuta Investment Advisors
Pennsylvania
$351K +$3.99K +35 +1%
AIP
517
Ameritas Investment Partners
Nebraska
$346K -$27.9K -245 -8%
HKAM
518
Horizon Kinetics Asset Management
New York
$346K -$13.4K -118 -4%
LW
519
Linscomb Wealth
Texas
$346K -$1.37K -12 -0.4%
YMRC
520
Yorktown Management & Research Company
Virginia
$346K
E
521
Ergoteles
New York
$341K -$1.06M -9,308 -77%
AG
522
AIA Group
Hong Kong
$341K +$334K +2,933 New
PIA
523
Pinion Investment Advisors
Kansas
$334K -$20.5K -180 -6%
IA
524
IndexIQ Advisors
New York
$329K +$303K +2,658 New
CCA
525
Checchi Capital Advisers
California
$328K +$14.6K +128 +5%

AJG Hedge Fund Activity: Q4 2020 in Review

722 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2020, worth a combined $20.2B — up 20% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AJG positions and 62 closed out — a net gain of 35 holders — while 239 added to existing stakes and 267 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $459M. The largest seller was BlackRock, cutting an estimated $86.2M.

  • 722 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2020, up from 693 in Q3 2020.
  • Funds reported $20.2B of Arthur J. Gallagher & Co stock for Q4 2020, up 20% quarter-over-quarter.
  • 97 funds opened new Arthur J. Gallagher & Co positions in Q4 2020 and 62 closed out, a net change of +35 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2020 was Fidelity Investments, an estimated $459M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2020 was BlackRock, an estimated $86.2M sold.

Based on aggregated 13F filings for Q4 2020.