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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 %
GLR
626
Great Lakes Retirement
Ohio
$700K +$700K +3,112 New
TI
627
Tidal Investments
Wisconsin
$696K -$248K -1,104 -26%
DA
628
Dover Advisors
Virginia
$694K -$387K -1,722 -36%
CSIC
629
Clifford Swan Investment Counsel
California
$694K -$40.9K -182 -6%
PO
630
Private Ocean
California
$693K +$899 +4 +0.1%
FSC
631
Full Sail Capital
Oklahoma
$690K – – –
NIM
632
NEOS Investment Management
Connecticut
$688K +$186K +825 +37%
ACM
633
Advisors Capital Management
New Jersey
$682K +$67.7K +301 +11%
PNC
634
Park National Corp
Ohio
$681K – – –
AIC
635
Argus Investors Counsel
New York
$671K +$671K +2,983 New
WPC
636
Wedmont Private Capital
Pennsylvania
$671K -$20.1K -88 -3%
TCB
637
Texas Capital Bancshares
Texas
$664K -$33.5K -149 -5%
KA
638
Kozak & Associates
Colorado
$656K – – –
FFA
639
Fairfield Financial Advisors
Massachusetts
$655K +$541K +2,405 +472%
PA
640
Profund Advisors
Maryland
$654K +$99.4K +442 +18%
AIM
641
Achmea Investment Management
Netherlands
$654K – – –
DADC
642
D.A. Davidson & Co
Montana
$652K +$145K +645 +29%
JFG
643
Jefferies Financial Group
New York
$652K +$425K +1,892 +188%
TAMH
644
Taikang Asset Management (HK)
Hong Kong
$649K +$3.6K +16 +0.6%
BC
645
Burney Company
Virginia
$649K +$22.5K +100 +4%
WB
646
Webster Bank
Connecticut
$641K – – –
OAM
647
Occidental Asset Management
California
$638K -$42.1K -187 -6%
GIA
648
Gladstone Institutional Advisory
Florida
$632K +$632K +2,812 New
GIA
649
Guyasuta Investment Advisors
Pennsylvania
$630K – – –
MM
650
MQS Management
New York
$617K +$617K +2,745 New
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