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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 %
SIM
726
Sentry Investment Management
Wisconsin
$284K +$16.3K +85 +6%
MG
727
Mather Group
Illinois
$284K -$1.53K -8 -0.5%
EH
728
Equitable Holdings
New York
$282K +$20.7K +108 +8%
BCM
729
Brookstone Capital Management
Illinois
$281K +$281K +1,385 New
SB
730
Strategic Blueprint
Georgia
$279K +$53.8K +281 +24%
MM
731
MQS Management
New York
$278K -$330K -1,726 -54%
TCOV
732
Trust Company of Vermont
Vermont
$277K +$95.3K +498 +52%
PFP
733
Pinnacle Financial Partners
Tennessee
$277K -$112K -586 -29%
MOS
734
MGO One Seven
Ohio
$275K +$275K +1,438 New
JHCP
735
Jackson Hole Capital Partners
Oklahoma
$273K +$273K +1,427 New
LCWP
736
Legacy Capital Wealth Partners
Arkansas
$272K +$272K +1,422 New
BHPW
737
Beverly Hills Private Wealth
California
$271K +$13.2K +69 +5%
SRC
738
Shufro Rose & Co
New York
$268K
LJAC
739
L.J. Altfest & Co
New York
$267K -$1.53K -8 -0.6%
FAM
740
Formidable Asset Management
Ohio
$265K
SFO
741
Stokes Family Office
Louisiana
$265K +$265K +1,383 New
OFS
742
OneAscent Financial Services
Alabama
$264K +$264K +1,379 New
FCP
743
Fidelis Capital Partners
Florida
$263K +$263K +1,228 New
FIA
744
Foundations Investment Advisors
Arizona
$262K +$262K +1,369 New
CT
745
Cambridge Trust
Massachusetts
$261K -$18K -94 -6%
CAM
746
Cozad Asset Management
Illinois
$260K -$38.3K -200 -13%
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K -$765 -4 -0.3%
CHC
748
City Holding Co
West Virginia
$258K -$17.4K -91 -6%
EB
749
Eastern Bank
Massachusetts
$256K -$89.2K -466 -26%
GL
750
Graypoint LLC
New York
$255K +$255K +1,332 New