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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

817 hedge funds and large institutions have $29B invested in Arthur J. Gallagher & Co in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 295 increasing their positions, 287 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+6
Holders Change %
+0.74%
% of All Funds
13.81%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.57%
New
78
Increased
295
Reduced
287
Closed
55
Calls
$52.9M
Puts
$26.3M
Net Calls
+$26.6M
Net Calls Change
+$28.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$227M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$189M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$180M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$144M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$109M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$149M
2
Artisan Partners
Artisan Partners
Wisconsin
-$136M
3
State Street
State Street
Massachusetts
-$113M
4
Citadel Advisors
Citadel Advisors
Florida
-$91.9M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
526
Tidal Investments
Wisconsin
$422K -$369K -2,267 -47%
MHS
527
M Holdings Securities
Oregon
$421K -$2.93K -18 -0.7%
CFGS
528
Concourse Financial Group Securities
Alabama
$417K -$5.71K -35 -1%
BONH
529
Bank of New Hampshire
New Hampshire
$415K – – –
NP
530
Ninepoint Partners
Ontario, Canada
$414K +$414K +2,538 New
SC
531
Scotia Capital
Ontario, Canada
$412K +$163 +1 +0%
FAIM
532
Financial Advocates Investment Management
Washington
$411K +$411K +2,518 New
FTDI
533
First Trust Direct Indexing
Massachusetts
$408K +$21.9K +134 +6%
CPA
534
Court Place Advisors
Maryland
$407K – – –
DTL
535
Dynamic Technology Lab
Singapore
$398K +$398K +2,443 New
TNBTD
536
Trustmark National Bank Trust Department
Mississippi
$394K -$9.79K -60 -2%
FC
537
FORA Capital
Florida
$392K +$392K +2,406 New
LOPW
538
Live Oak Private Wealth
North Carolina
$391K – – –
RC
539
Roundview Capital
New Jersey
$389K – – –
CAM
540
Cozad Asset Management
Illinois
$383K -$8.15K -50 -2%
BRWA
541
B. Riley Wealth Advisors
Florida
$382K -$1.64K -10 -0.4%
GT
542
Greenleaf Trust
Michigan
$382K +$52.4K +322 +16%
FFM
543
Forum Financial Management
Illinois
$381K +$110K +674 +41%
Verition Fund Management
544
Verition Fund Management
Connecticut
$377K +$135K +829 +56%
MA
545
Montag & Associates
Georgia
$375K – – –
VC
546
Vestor Capital
Illinois
$375K – – –
PA
547
Profund Advisors
Maryland
$370K -$103K -633 -22%
VAS
548
Vestmark Advisory Solutions
Massachusetts
$370K -$2.77K -17 -0.7%
SYBT
549
Stock Yards Bank & Trust
Kentucky
$369K +$369K +2,265 New
XT
550
XTX Topco
Cayman Islands
$367K +$367K +2,254 New
20 21
22
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