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Arthur J. Gallagher & Co

849 hedge funds and large institutions have $29.2B invested in Arthur J. Gallagher & Co in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 298 increasing their positions, 262 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+81
Holders Change %
+10.55%
% of All Funds
13.11%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.45%
New
143
Increased
298
Reduced
262
Closed
50
Calls
$26.4M
Puts
$26.9M
Net Calls
-$528K
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CMBA
826
C.M. Bidwell & Associates
Hawaii
$2K
AWMS
827
Advocacy Wealth Management Services
Georgia
$2K
Jones Financial Companies
828
Jones Financial Companies
Missouri
$2K
FMP
829
Financial Management Professionals
Texas
$2K
AAP
830
Arax Advisory Partners
Colorado
$2K +$1.17K +7 +140%
SC
831
SouthState Corp
Florida
$2K +$2K +10 New
SC
832
Schubert & Co
Texas
$2K +$2K +11 New
BFC
833
Bedel Financial Consulting
Indiana
$2K +$2K +12 New
SWA
834
Sutton Wealth Advisors
Florida
$1.53K
CFO
835
CVA Family Office
Colorado
$1K -$90K -450 -99%
LWA
836
Lenox Wealth Advisors
New York
$1K
LIM
837
Longfellow Investment Management
Massachusetts
$1K
CAL
838
Capital Advisors Ltd
Ohio
$1K +$1K +3 New
AA
839
Addison Advisors
Vermont
$1K +$1K +4 New
MBFW
840
Morton Brown Family Wealth
Pennsylvania
$1K +$1K +6 New
NFSG
841
Newbridge Financial Services Group
Florida
$1K +$1K +7 New
CSWM
842
Cassady Schiller Wealth Management
Ohio
$1K +$1K +7 New
S
843
Surevest
California
$1K +$1K +7 New
CFCI
844
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1K +7 New
FGAM
845
Financial Gravity Asset Management
Texas
$447 +$446 +1,357 +45,233%
WA
846
WestEnd Advisors
North Carolina
$339 +$339 +2 New
CP
847
Castleview Partners
Texas
$99 +$99 +16,797 New
GRP
848
Global Retirement Partners
California
-$77.5M -521,602 Closed
SC
849
Shellback Capital
Massachusetts
-$31.9M -214,266 Closed
IM
850
Islet Management
New York
-$21.6M -145,000 Closed