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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

647 hedge funds and large institutions have $12.9B invested in Arthur J. Gallagher & Co in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 220 increasing their positions, 248 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-25
Holders Change %
-3.72%
% of All Funds
14.29%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
69
Increased
220
Reduced
248
Closed
86
Calls
$22.7M
Puts
$13.4M
Net Calls
+$9.39M
Net Calls Change
-$4.34M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$290M
2
Victory Capital Management
Victory Capital Management
Texas
+$126M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$94.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$43.3M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$350M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$94.9M
3
MGIM
M&G Investment Management
United Kingdom
-$78.3M
4
American Century Companies
American Century Companies
Missouri
-$44.7M
5
Bessemer Group
Bessemer Group
New Jersey
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
551
Parallel Advisors
California
$54K +$26.3K +325 +95%
CFFP
552
Center for Financial Planning
Michigan
$53K +$9.58K +118 +22%
BFEC
553
Benjamin F. Edwards & Company
Missouri
$52K -$99.8K -1,223 -66%
Acadian Asset Management
554
Acadian Asset Management
Massachusetts
$52K – – –
BWM
555
BerganKDV Wealth Management
Minnesota
$50K – – –
HPC
556
HM Payson & Co
Maine
$49K +$16.3K +200 +50%
CBT
557
Capital Bank & Trust
California
$45K – – –
AP
558
Atwood & Palmer
Missouri
$41K – – –
LC
559
Lindbrook Capital
California
$39K -$19.1K -235 -33%
AIC
560
Ameritas Investment Company
Nebraska
$37K +$37K +488 New
CAW
561
Cornerstone Advisors (Washington)
Washington
$35K +$23.7K +287 +209%
MA
562
MUFG Americas
New York
$32K – – –
FWM
563
Focused Wealth Management
New York
$31K – – –
HIA
564
Harbor Investment Advisory
Maryland
$28K +$7.97K +97 +40%
EI
565
Ellevest Inc
New York
$27K +$14.5K +178 +116%
FHA
566
Flagship Harbor Advisors
Massachusetts
$25K -$4.64K -56 -16%
OPS
567
Orion Portfolio Solutions
Nebraska
$25K +$745 +9 +3%
Fuller & Thaler Asset Management
568
Fuller & Thaler Asset Management
California
$23K – – –
SC
569
Solstein Capital
California
$22K – – –
LWA
570
Lenox Wealth Advisors
New York
$22K – – –
SIAS
571
Shine Investment Advisory Services
Colorado
$20K – – –
ACM
572
AUA Capital Management
Pennsylvania
$20K – – –
PCM
573
Penserra Capital Management
California
$20K +$5.52K +64 +38%
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$18K – – –
BCA
575
Berman Capital Advisors
Georgia
$17K +$1.17K +15 +7%
21 22
23
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