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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 %
TFA
926
Toth Financial Advisory
Virginia
$1.53K +$1.53K +8 New
NFSG
927
Newbridge Financial Services Group
Florida
$1.34K – – –
LIM
928
Longfellow Investment Management
Massachusetts
$1.15K – – –
Optiver Holding
929
Optiver Holding
Netherlands
$1.15K +$1.15K +6 New
CA
930
Centerpoint Advisors
Massachusetts
$1K +$1K +6 New
FCA
931
Fortis Capital Advisors
Kansas
$957 +$957 +5 New
ECM
932
Everence Capital Management
Indiana
$865 +$304 +1,590 +54%
FFC
933
First Financial Corp
Indiana
$765 – – –
TWP
934
TFO Wealth Partners
Ohio
$574 -$1.15K -6 -67%
DWA
935
Delos Wealth Advisors
Texas
$574 – – –
TFM
936
TFC Financial Management
Massachusetts
$574 +$574 +3 New
UFF
937
USA Financial Formulas
Michigan
$574 +$574 +3 New
FGAM
938
Financial Gravity Asset Management
Texas
$455 +$5 +2 +1%
CWC
939
Carolinas Wealth Consulting
North Carolina
$383 +$383 +2 New
SC
940
Stephens Consulting
Michigan
$279 +$279 +1 New
VRS
941
Virginia Retirement Systems
Virginia
– -$53M -281,277 Closed
LIP
942
Liontrust Investment Partners
United Kingdom
– -$27.3M -145,000 Closed
JAM
943
Jupiter Asset Management
United Kingdom
– -$15.2M -80,453 Closed
BA
944
Bridgewater Associates
Connecticut
– -$14.4M -76,134 Closed
Squarepoint
945
Squarepoint
New York
– -$11.7M -62,264 Closed
NCG
946
Newport Capital Group
New Jersey
– -$11.2M -59,329 Closed
ASRS
947
Arizona State Retirement System
Arizona
– -$10.8M -57,310 Closed
MPA
948
Marvin & Palmer Associates
Delaware
– -$9.7M -51,443 Closed
JWM
949
Jackson Wealth Management
Florida
– -$5.32M -28,216 Closed
DA
950
Duality Advisers
Florida
– -$5.31M -28,152 Closed
36 37
38
39 40