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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

991 hedge funds and large institutions have $42.2B invested in Arthur J. Gallagher & Co in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 346 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+23
Holders Change %
+2.38%
% of All Funds
15.8%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.85%
New
95
Increased
372
Reduced
346
Closed
58
Calls
$80.9M
Puts
$64.1M
Net Calls
+$16.8M
Net Calls Change
+$22.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$322M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
3
BlackRock
BlackRock
New York
+$126M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$81.4M
5
Barclays
Barclays
United Kingdom
+$69.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$130M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.3M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$63.9M
5
State Street
State Street
Massachusetts
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
626
Meeder Advisory Services
Ohio
$551K +$23K +101 +4%
TAM
627
Trust Asset Management
Texas
$548K – – –
RC
628
Roundview Capital
New Jersey
$544K – – –
FC
629
Forte Capital
New York
$536K +$912 +4 +0.2%
FFM
630
Forum Financial Management
Illinois
$533K – – –
CCB
631
Country Club Bank
Missouri
$525K – – –
CG
632
Clifford Group
Massachusetts
$524K -$127K -556 -19%
MA
633
Montag & Associates
Georgia
$524K – – –
PFC
634
Phocas Financial Corp
California
$524K – – –
I
635
InceptionR
California
$524K +$524K +2,299 New
ISL
636
Ingalls & Snyder LLC
New York
$524K +$524K +2,300 New
BWP
637
Balboa Wealth Partners
Arizona
$524K – – –
SP
638
Symmetry Partners
Connecticut
$517K – – –
SYBT
639
Stock Yards Bank & Trust
Kentucky
$516K – – –
CI
640
Cigna Investments
Connecticut
$516K -$58.2K -255 -10%
DADC
641
D.A. Davidson & Co
Montana
$514K -$228 -1 -0%
NIM
642
NEOS Investment Management
Connecticut
$509K +$509K +2,234 New
SFO
643
Stokes Family Office
Louisiana
$507K +$92.5K +406 +22%
EF
644
Empowered Funds
Pennsylvania
$505K +$109K +480 +28%
QI
645
Qtron Investments
Massachusetts
$505K – – –
TTWM
646
TCV Trust & Wealth Management
Virginia
$502K -$218K -955 -30%
MSWM
647
McGlone Suttner Wealth Management
Wisconsin
$501K +$27.8K +122 +6%
Verition Fund Management
648
Verition Fund Management
Connecticut
$499K +$499K +2,189 New
KeyBank National Association
649
KeyBank National Association
Ohio
$493K +$2.05K +9 +0.4%
HKAM
650
Horizon Kinetics Asset Management
New York
$486K – – –
24 25
26
27 28