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Arthur J. Gallagher & Co

941 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 376 increasing their positions, 302 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+26
Holders Change %
+2.84%
% of All Funds
15.06%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
116
Increased
376
Reduced
302
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
651
Arlington Partners
Alabama
$400K +$957 +5 +0.2%
AWCI
652
Alpine Woods Capital Investors
New York
$399K
MAS
653
Meeder Advisory Services
Ohio
$396K +$55.3K +289 +16%
NWMG
654
National Wealth Management Group
Ohio
$396K +$396K +1,810 New
VC
655
Vestor Capital
Illinois
$391K -$765 -4 -0.2%
LOPW
656
Live Oak Private Wealth
North Carolina
$385K
KeyBank National Association
657
KeyBank National Association
Ohio
$385K +$27K +141 +8%
BFO
658
Biltmore Family Office
North Carolina
$384K
SHFA
659
SC&H Financial Advisors
Maryland
$383K +$1.53K +8 +0.4%
VAS
660
Vestmark Advisory Solutions
Massachusetts
$383K -$5.17K -27 -1%
RMCM
661
Reynders McVeigh Capital Management
Massachusetts
$383K +$383K +2,000 New
CCP
662
Clarkston Capital Partners
Michigan
$383K
DWT
663
Dorsey & Whitney Trust
South Dakota
$381K +$41.1K +215 +12%
AWM
664
AE Wealth Management
Kansas
$377K -$84.8K -443 -18%
P
665
Pitcairn
Pennsylvania
$372K -$28.9K -151 -7%
I
666
InceptionR
California
$371K +$371K +1,941 New
NCM
667
Northside Capital Management
Oregon
$362K
LSPW
668
Lake Street Private Wealth
Illinois
$362K -$5.74K -30 -2%
MSWM
669
McGlone Suttner Wealth Management
Wisconsin
$361K +$26.8K +140 +8%
OC
670
Oakworth Capital
Alabama
$358K
RWA
671
River Wealth Advisors
Pennsylvania
$356K +$35.2K +184 +11%
SPIA
672
Steward Partners Investment Advisory
New York
$355K +$8.23K +43 +2%
KWM
673
Kolinsky Wealth Management
New Jersey
$355K +$3.63K +19 +1%
Group One Trading
674
Group One Trading
Illinois
$351K +$206K +1,075 +141%
MFG
675
Menard Financial Group
Texas
$350K