AJG icon

Arthur J. Gallagher & Co
AJG

Overview Fund Activity

968 hedge funds and large institutions have $39.9B invested in Arthur J. Gallagher & Co in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 339 increasing their positions, 367 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+27
Holders Change %
+2.87%
% of All Funds
15.27%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.68%
New
95
Increased
339
Reduced
367
Closed
63
Calls
$67.5M
Puts
$73.3M
Net Calls
-$5.8M
Net Calls Change
-$4.92M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$709M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$249M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$181M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$105M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$58.9M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$11.1B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$353M
3
Norges Bank
Norges Bank
Norway
-$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
5
Citadel Advisors
Citadel Advisors
Florida
-$92.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
501
AssetMark Inc
California
$927K -$337K -1,537 -27%
TMAM
502
Tokio Marine Asset Management
Japan
$926K +$65.4K +298 +8%
DJSG
503
D.J. St. Germain
Massachusetts
$926K +$926K +4,219 New
TW
504
TrinityPoint Wealth
Connecticut
$917K +$144K +657 +19%
BAMF
505
BI Asset Management Fondsmaeglerselskab
Denmark
$910K +$308K +1,403 +51%
AIM
506
Aigen Investment Management
New York
$910K +$910K +4,143 New
SAM
507
Sawgrass Asset Management
Florida
$907K -$22K -100 -2%
ECM
508
Everence Capital Management
Indiana
$905K – – –
TSS
509
Two Sigma Securities
New York
$889K -$620K -2,822 -41%
MSAM
510
Moloney Securities Asset Management
Missouri
$879K -$32.5K -148 -4%
AIMCA
511
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$878K – – –
SIA
512
Schear Investment Advisers
Ohio
$868K +$343K +1,561 +65%
RCM
513
Raleigh Capital Management
North Carolina
$861K -$88.3K -402 -9%
CAAS
514
Capital Asset Advisory Services
Michigan
$848K +$55K +257 +7%
WI
515
WrapManager Inc
California
$841K -$105K -477 -11%
BFA
516
BMS Financial Advisors
South Dakota
$833K -$408K -1,858 -33%
SFA
517
Sequoia Financial Advisors
Ohio
$831K +$15.8K +72 +2%
SWA
518
Stratos Wealth Advisors
Ohio
$829K +$195K +886 +31%
CAM
519
Congress Asset Management
Massachusetts
$818K +$1.76K +8 +0.2%
ATC
520
Argent Trust Co
Tennessee
$818K -$15.4K -70 -2%
AIM
521
Achmea Investment Management
Netherlands
$813K +$82.5K +376 +11%
CBNLCF
522
Cognios Beta Neutral Large Cap Fund
Kansas
$803K -$368K -1,677 -31%
MM
523
MQS Management
New York
$803K +$484K +2,206 +152%
PAG
524
Private Advisory Group
Washington
$801K – – –
GAAM
525
Guinness Atkinson Asset Management
California
$800K +$118K +536 +17%
19 20
21
22 23