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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.36B
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$286M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$181M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$146M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.26B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$56.3M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$646M
3
Norges Bank
3
Norges Bank
Norway
$1.61B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96B
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
826
Westpac Banking Corp
Australia
$156K -$18.9M -86,138 -99%
TAM
827
Tucker Asset Management
Colorado
$153K -$10.8K -49 -7%
GCM
828
Gables Capital Management
Florida
$150K – – –
Acadian Asset Management
829
Acadian Asset Management
Massachusetts
$139K – – –
HPC
830
HM Payson & Co
Maine
$137K – – –
BWM
831
BerganKDV Wealth Management
Minnesota
$136K – – –
LC
832
Lindbrook Capital
California
$133K +$2.64K +12 +2%
AA
833
Alta Advisers
United Kingdom
$132K – – –
KFI
834
Key Financial Inc
Pennsylvania
$124K +$6.59K +30 +6%
FAM
835
Fred Alger Management
New York
$123K – – –
LWP
836
Lumature Wealth Partners
Georgia
$123K -$14.9K -68 -11%
HIA
837
Harbor Investment Advisory
Maryland
$121K -$34.7K -158 -22%
AP
838
Atwood & Palmer
Missouri
$121K – – –
HI
839
Harbour Investments
Wisconsin
$118K – – –
CFFP
840
Center for Financial Planning
Michigan
$117K – – –
DMBA
841
Deseret Mutual Benefit Administrators
Utah
$114K -$1.54K -7 -1%
CCC
842
Chelsea Counsel Company
California
$104K +$104K +475 New
CYG
843
Clean Yield Group
Vermont
$99K – – –
BSB
844
Bangor Savings Bank
Maine
$90.9K – – –
FWM
845
Focused Wealth Management
New York
$83.4K – – –
CPG
846
Cornerstone Planning Group
New Jersey
$83.2K +$83.2K +379 New
CAC
847
Certified Advisory Corp
Florida
$82.1K – – –
MHR
848
Matthew Hamilton Rosenberg
$71.1K – – –
WP
849
WealthPLAN Partners
Nebraska
$64.1K -$1.54K -7 -2%
SSG
850
Summit Securities Group
New York
$61K -$29.4K -135 -33%
32 33
34
35 36