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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 %
DI
526
Disciplined Investments
Oklahoma
$1.23M -$225 -1 -0%
WEG
527
World Equity Group
Illinois
$1.22M -$201K -894 -14%
GC
528
Gilbert & Cook
Iowa
$1.21M +$58.2K +259 +5%
ORI
529
Oak Ridge Investments
Illinois
$1.21M -$71.5K -318 -6%
TMAM
530
Tokio Marine Asset Management
Japan
$1.19M +$116K +514 +11%
DPAM
531
Degroof Petercam Asset Management
Belgium
$1.19M +$1.19M +5,300 New
CP
532
Covenant Partners
Tennessee
$1.19M -$4.5K -20 -0.4%
QIM
533
Quantitative Investment Management
Virginia
$1.18M +$1.18M +5,231 New
FMI
534
F/M Investments
District of Columbia
$1.17M +$1.17M +5,200 New
AWM
535
Axxcess Wealth Management
California
$1.16M -$599K -2,664 -34%
FI
536
FJ Investments
Utah
$1.16M +$1.16M +5,146 New
BAMF
537
BI Asset Management Fondsmaeglerselskab
Denmark
$1.15M -$70.8K -315 -6%
CAS
538
Coppell Advisory Solutions
Texas
$1.15M +$285K +1,268 +33%
HIM
539
Hanlon Investment Management
New Jersey
$1.15M -$273K -1,216 -19%
LNC
540
Lincoln National Corp
Pennsylvania
$1.14M +$304K +1,351 +36%
QCM
541
Qsemble Capital Management
New York
$1.13M +$1.13M +5,013 New
PIM
542
Penobscot Investment Management
Massachusetts
$1.12M +$113K +503 +11%
KPWS
543
Kestra Private Wealth Services
Texas
$1.11M +$506K +2,251 +84%
EIM
544
Essex Investment Management
Massachusetts
$1.1M -$40K -178 -4%
TWC
545
TD Waterhouse Canada
Ontario, Canada
$1.1M +$257K +1,108 +31%
VCM
546
Virtue Capital Management
Tennessee
$1.1M +$8.54K +38 +0.8%
MIM
547
Merrion Investment Management
New Jersey
$1.06M +$45K +200 +4%
JWCA
548
J.W. Coons Advisors
Ohio
$1.06M -$1.12K -5 -0.1%
Lido Advisors
549
Lido Advisors
California
$1.04M +$411K +1,827 +65%
UFF
550
USA Financial Formulas
Michigan
$1.04M +$1.04M +4,639 +154,633%
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