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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 %
SCM
726
Shelton Capital Management
Colorado
$343K – – –
PP
727
Patron Partners
Texas
$343K +$12.3K +54 +4%
HWA
728
Heritage Wealth Advisors
Virginia
$341K – – –
IP
729
Ignite Planners
California
$341K +$37.4K +163 +12%
EH
730
Equitable Holdings
New York
$337K +$4.1K +18 +1%
PA
731
Procyon Advisors
Connecticut
$336K +$336K +1,474 New
SB
732
Strategic Blueprint
Georgia
$335K -$7.98K -35 -2%
NL
733
NVWM LLC
Pennsylvania
$333K +$292K +1,283 +713%
GL
734
Graypoint LLC
New York
$330K +$1.37K +6 +0.4%
MA
735
Mutual Advisors
Nebraska
$326K -$2.96K -13 -0.9%
DAS
736
Dynamic Advisor Solutions
Arizona
$323K +$17.8K +78 +6%
SRC
737
Shufro Rose & Co
New York
$319K – – –
RFG
738
RFP Financial Group
Georgia
$319K – – –
AIM
739
Aigen Investment Management
New York
$318K -$626K -2,746 -66%
HNB
740
Huntington National Bank
Ohio
$317K -$4.79K -21 -1%
CIA
741
Choate Investment Advisors
Massachusetts
$317K +$39.9K +175 +14%
CWM
742
Centric Wealth Management
Illinois
$316K +$228 +1 +0.1%
ONB
743
Old National Bancorp
Indiana
$316K -$24.4K -107 -7%
FAM
744
Formidable Asset Management
Ohio
$312K – – –
CGL
745
Clarius Group LLC
Washington
$311K -$76.8K -337 -20%
CAM
746
Cozad Asset Management
Illinois
$310K – – –
TFS
747
Thoroughbred Financial Services
Tennessee
$308K +$308K +1,355 New
OWA
748
Opal Wealth Advisors
New York
$304K +$30.1K +132 +11%
FCP
749
Fidelis Capital Partners
Florida
$302K +$10.7K +47 +4%
BAM
750
Berkshire Asset Management
Pennsylvania
$301K +$7.07K +31 +2%
28 29
30
31 32