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Arthur J. Gallagher & Co

968 hedge funds and large institutions have $39.9B invested in Arthur J. Gallagher & Co in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 339 increasing their positions, 367 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+27
Holders Change %
+2.87%
% of All Funds
15.27%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.68%
New
95
Increased
339
Reduced
367
Closed
63
Calls
$67.5M
Puts
$73.3M
Net Calls
-$5.8M
Net Calls Change
-$4.92M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
801
Northwest Bancshares
Pennsylvania
$221K +$221K +1,006 New
GC
802
Garde Capital
Washington
$220K
BP
803
BBR Partners
New York
$220K +$220K +1,000 New
TFA
804
Trinity Financial Advisors
Ohio
$220K +$220K +1,000 New
RC
805
RBF Capital
California
$220K +$220K +1,000 New
ST
806
Spinnaker Trust
Maine
$220K +$220K +1,000 New
APW
807
Austin Private Wealth
Texas
$218K +$218K +992 New
Bank Julius Baer & Co
808
Bank Julius Baer & Co
Switzerland
$217K -$337K -1,531 -61%
CAM
809
Claret Asset Management
Quebec, Canada
$215K -$14.2K -65 -6%
CAM
810
Carret Asset Management
New York
$214K +$214K +975 New
RIA
811
Regal Investment Advisors
Michigan
$214K +$214K +973 New
WOC
812
West Oak Capital
California
$211K
SXL
813
Summit X LLC
Missouri
$209K -$21.1K -96 -9%
MLA
814
My Legacy Advisors
Oregon
$209K -$40.8K -191 -16%
CS
815
Comerica Securities
Michigan
$207K -$28.8K -131 -12%
VCA
816
Verdence Capital Advisors
Maryland
$206K +$206K +937 New
Skandinaviska Enskilda Banken (SEB)
817
Skandinaviska Enskilda Banken (SEB)
Sweden
$198K -$423K -1,930 -68%
RMC
818
Resources Management Corp
Connecticut
$195K -$922K -4,193 -83%
Walleye Trading
819
Walleye Trading
New York
$192K -$177K -804 -48%
OCM
820
Osterweis Capital Management
California
$191K -$20.9K -95 -10%
EWA
821
EverSource Wealth Advisors
Alabama
$188K +$7.03K +32 +4%
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$171K +$38.6K +176 +29%
PPWM
823
PFG Private Wealth Management
Florida
$169K +$25K +114 +17%
PK
824
Pflug Koory
Nebraska
$166K -$2.85K -13 -2%
TC
825
Trust Company
Kansas
$162K