AJG icon

Arthur J. Gallagher & Co
AJG

Overview Fund Activity

941 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 376 increasing their positions, 302 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+26
Holders Change %
+2.84%
% of All Funds
15.06%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
116
Increased
376
Reduced
302
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$419M
2
Morgan Stanley
Morgan Stanley
New York
$564M
3
Norges Bank
Norges Bank
Norway
$1.6B
4
Artisan Partners
Artisan Partners
Wisconsin
$126M
5
PFM
Premier Fund Managers
United Kingdom
$47.4M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$870M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$904M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.86B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.8B
5
State Street
State Street
Massachusetts
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
851
NVWM LLC
Pennsylvania
$34.4K +$34.4K +180 New
PWMG
852
Prestige Wealth Management Group
New Jersey
$33.7K +$3.06K +16 +10%
DAM
853
Delta Asset Management
Tennessee
$32.5K +$26.6K +139 +448%
DIP
854
DT Investment Partners
Pennsylvania
$32K – – –
SCA
855
Stuart Chaussee & Associates
California
$31K – – –
VCM
856
Versant Capital Management
Arizona
$29.8K – – –
CLOS
857
Compagnie Lombard Odier SCmA
Switzerland
$29.5K +$29.5K +154 New
CSB
858
City State Bank
Iowa
$29K – – –
EWP
859
Elevation Wealth Partners
California
$28.9K +$28.9K +151 New
WIM
860
WealthPlan Investment Management
Nebraska
$27.5K +$27.5K +144 New
VWM
861
Valley Wealth Managers
New Jersey
$27.4K – – –
AWM
862
Avior Wealth Management
Nebraska
$27.4K +$27.4K +143 New
HCP
863
Hexagon Capital Partners
Arkansas
$27.2K +$5.74K +30 +27%
LCM
864
Logan Capital Management
Pennsylvania
$26.8K – – –
KFP
865
KB Financial Partners
New Jersey
$26K +$26K +138 New
HCM
866
Hollencrest Capital Management
California
$25.4K – – –
GEA
867
Glen Eagle Advisors
New Jersey
$24.9K – – –
FFA
868
Farther Finance Advisors
California
$24.9K +$5.36K +28 +27%
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$23.5K -$765 -4 -3%
MCM
870
MV Capital Management
Maryland
$23.1K +$1.91K +10 +9%
FCA
871
FinTrust Capital Advisors
South Carolina
$22.8K – – –
BWM
872
Baystate Wealth Management
Massachusetts
$22.3K – – –
MCM
873
Manchester Capital Management
Vermont
$22K – – –
JWA
874
JFS Wealth Advisors
Pennsylvania
$21.8K -$765 -4 -3%
FIA
875
FNY Investment Advisers
New York
$21K +$21K +111 New
33 34
35
36 37