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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,073 hedge funds and large institutions have $43.3B invested in Arthur J. Gallagher & Co in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+82
Holders Change %
+8.27%
% of All Funds
15.73%
Holding in Top 10
37
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.19%
% of All Funds
0.54%
New
161
Increased
409
Reduced
355
Closed
63
Calls
$86.6M
Puts
$81M
Net Calls
+$5.66M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.4B
2
Brown Advisory
Brown Advisory
Maryland
+$287M
3
Capital World Investors
Capital World Investors
California
+$199M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$218M
3
Norges Bank
Norges Bank
Norway
-$215M
4
Fidelity International
Fidelity International
Bermuda
-$116M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
VSQM
876
V-Square Quantitative Management
Illinois
$219K – – –
CT
877
Cambridge Trust
Massachusetts
$218K +$10.6K +47 +5%
CAI
878
Capital Advisors Inc
Oklahoma
$218K +$218K +969 New
NIMI
879
Natixis Investment Managers International
France
$217K -$551K -2,450 -72%
VFA
880
Values First Advisors
Tennessee
$217K -$124K -551 -36%
VCA
881
Verdence Capital Advisors
Maryland
$217K -$2.48K -11 -1%
EWA
882
EverSource Wealth Advisors
Alabama
$216K +$15.7K +70 +8%
AWA
883
Arkadios Wealth Advisors
Georgia
$214K +$214K +951 New
JCM
884
Jacobi Capital Management
Pennsylvania
$213K -$64.5K -287 -23%
JWCA
885
J.W. Cole Advisors
Florida
$211K -$11.9K -53 -5%
IAG
886
Investmark Advisory Group
Connecticut
$208K +$208K +925 New
TAM
887
Tucker Asset Management
Colorado
$208K +$30.4K +135 +17%
MPWT
888
MassMutual Private Wealth & Trust
Connecticut
$206K +$25.2K +112 +14%
NB
889
Northwest Bancshares
Pennsylvania
$206K -$20K -89 -9%
MWM
890
Meridian Wealth Management
Kentucky
$205K +$205K +904 New
LSAG
891
Lake Street Advisors Group
New Hampshire
$205K +$205K +911 New
PCH
892
PGIM Custom Harvest
New Jersey
$205K +$2.02K +9 +1%
TIMH
893
Tilt Investment Management Holdings
New York
$203K +$203K +902 New
NPT
894
Nixon Peabody Trust
Massachusetts
$203K – – –
WW
895
Westshore Wealth
California
$202K -$22.5K -100 -10%
EWM
896
Empirical Wealth Management
Washington
$202K +$202K +897 New
MC
897
Moors & Cabot
Massachusetts
$202K +$202K +897 New
MLA
898
My Legacy Advisors
Oregon
$201K -$17.9K -77 -8%
WTB
899
Washington Trust Bank
Washington
$200K +$200K +891 New
OCM
900
Osterweis Capital Management
California
$196K – – –
34 35
36
37 38