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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 %
IWN
801
Independent Wealth Network
Iowa
$234K -$456 -2 -0.2%
T
802
TOBAM
France
$232K -$682 -3 -0.3%
GBT
803
Grove Bank & Trust
Florida
$231K -$3.42K -15 -1%
WFI
804
West Family Investments
California
$230K – – –
JFG
805
Jefferies Financial Group
New York
$230K +$230K +1,007 New
NB
806
Northwest Bancshares
Pennsylvania
$229K – – –
GC
807
Garde Capital
Washington
$228K – – –
WW
808
Westshore Wealth
California
$228K -$251K -1,100 -52%
CCP
809
Clarkston Capital Partners
Michigan
$228K -$228K -1,000 -50%
TFA
810
Trinity Financial Advisors
Ohio
$228K – – –
RC
811
RBF Capital
California
$228K – – –
JWCA
812
J.W. Cole Advisors
Florida
$226K -$4.33K -19 -2%
CAM
813
Claret Asset Management
Quebec, Canada
$224K – – –
CAM
814
Carret Asset Management
New York
$222K – – –
VCA
815
Verdence Capital Advisors
Maryland
$222K +$8.44K +37 +4%
VSQM
816
V-Square Quantitative Management
Illinois
$222K +$222K +972 New
SWS
817
SYSTM Wealth Solutions
Illinois
$221K -$41K -180 -16%
AL
818
Aspiriant LLC
California
$221K +$221K +968 New
CCA
819
Childress Capital Advisors
Texas
$219K +$219K +963 New
WOC
820
West Oak Capital
California
$219K – – –
TF
821
Trek Financial
Arizona
$218K -$29.4K -129 -12%
MLA
822
My Legacy Advisors
Oregon
$218K -$8.55K -37 -4%
DC
823
Diametric Capital
Massachusetts
$216K +$216K +948 New
GA
824
Geller Advisors
New York
$216K -$41.9K -184 -16%
VFA
825
Valeo Financial Advisors
Indiana
$213K +$213K +933 New
31 32
33
34 35