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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 %
HBT
651
Heartland Bank & Trust
Illinois
$615K -$33.7K -150 -5%
EF
652
Empowered Funds
Pennsylvania
$609K +$110K +489 +22%
BF
653
BOK Financial
Oklahoma
$608K -$251K -1,114 -29%
PI
654
PGGM Investments
Netherlands
$607K +$153K +680 +34%
AO
655
Advisor OS
Illinois
$606K +$606K +2,696 New
ANBT
656
American National Bank & Trust
Texas
$602K – – –
AIM
657
Aigen Investment Management
New York
$601K +$287K +1,277 +91%
CA
658
Clearstead Advisors
Ohio
$601K -$557K -2,479 -48%
MFG
659
Menard Financial Group
Texas
$600K +$201K +896 +51%
PA
660
Parallel Advisors
California
$595K -$18.2K -81 -3%
QCM
661
Quantinno Capital Management
New York
$592K +$150K +668 +34%
EFL
662
ERn Financial LLC
Wisconsin
$591K +$5.92K +25 +1%
DSC
663
Duncker Streett & Co
Missouri
$585K +$585K +2,600 New
LW
664
Linscomb Wealth
Texas
$580K -$5.62K -25 -1%
BFM
665
Boothbay Fund Management
New York
$575K +$134K +596 +30%
MG
666
Mather Group
Illinois
$568K +$92K +409 +19%
SC
667
Scotia Capital
Ontario, Canada
$567K – – –
BONH
668
Bank of New Hampshire
New Hampshire
$562K -$10.1K -45 -2%
CPA
669
Court Place Advisors
Maryland
$562K – – –
OIS
670
Okabena Investment Services
Minnesota
$561K +$561K +2,494 New
CWA
671
Clarus Wealth Advisors
Arizona
$556K +$556K +2,347 New
JF
672
Jump Financial
Illinois
$551K +$551K +2,452 New
ECG
673
Edge Capital Group
Georgia
$550K +$147K +652 +36%
TPI
674
Trust Point Inc
Wisconsin
$544K +$544K +2,417 New
SCM
675
Stevens Capital Management
Pennsylvania
$543K +$543K +2,415 New
25 26
27
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