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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 %
OSAM
601
O'Shaughnessy Asset Management
Connecticut
$8K -$107K -1,255 -93%
OAJ
602
Ogorek Anthony Joseph
New York
$8K – – –
FGAM
603
Financial Gravity Asset Management
Texas
$7.91K -$4.32K -53 -35%
APA
604
American Portfolios Advisors
New York
$7.31K +$81 +1 +1%
RFA
605
Reilly Financial Advisors
California
$7K -$23.6K -270 -77%
SMFS
606
Squar Milner Financial Services
California
$7K +$402 +5 +6%
BWM
607
Baystate Wealth Management
Massachusetts
$7K +$7K +80 New
CAN
608
Claraphi Advisory Network
United States
$7K +$7K +82 New
AS
609
Altshuler Shaham
Israel
$6K -$947 -12 -14%
VNA
610
Valley National Advisers
Pennsylvania
$6K – – –
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
EARNEST Partners
612
EARNEST Partners
Georgia
$6K – – –
SQA
613
Simon Quick Advisors
New Jersey
$6K +$3.7K +45 +161%
VCM
614
Vigilant Capital Management
Maine
$5K – – –
SBL
615
Sargent Bickham Lagudis
Colorado
$5K – – –
TFO
616
Tarbox Family Office
California
$5K +$2.14K +27 +75%
TC
617
Truvestments Capital
Florida
$5K +$5K +69 New
FANJ
618
Financial Architects (New Jersey)
New Jersey
$4K -$2.44K -28 -38%
NFG
619
Next Financial Group
Texas
$4K – – –
SL
620
Savior LLC
Massachusetts
$4K – – –
VFA
621
Valeo Financial Advisors
Indiana
$4K +$2.93K +33 +275%
EWA
622
Evolution Wealth Advisors
Florida
$4K +$4K +48 New
GFPC
623
Global Financial Private Client
Florida
$3.31K – – –
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$2.14K -25 -42%
JWA
625
JFS Wealth Advisors
Pennsylvania
$3K – – –
23 24
25
26 27