AJG icon

Arthur J. Gallagher & Co
AJG

Overview Fund Activity

991 hedge funds and large institutions have $42.2B invested in Arthur J. Gallagher & Co in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 346 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+23
Holders Change %
+2.38%
% of All Funds
15.8%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.85%
New
95
Increased
372
Reduced
346
Closed
58
Calls
$80.9M
Puts
$64.1M
Net Calls
+$16.8M
Net Calls Change
+$22.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$322M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
3
BlackRock
BlackRock
New York
+$126M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$81.4M
5
Barclays
Barclays
United Kingdom
+$69.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$130M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.3M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$63.9M
5
State Street
State Street
Massachusetts
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
926
VisionPoint Advisory Group
Texas
$23.3K -$8.21K -36 -26%
CAC
927
Core Alternative Capital
Georgia
$21.2K – – –
FGAM
928
Financial Gravity Asset Management
Texas
$17.8K -$34.4K -145 -66%
BWL
929
Bogart Wealth LLC
Virginia
$17K +$227 +1 +1%
EARNEST Partners
930
EARNEST Partners
Georgia
$16.9K – – –
GKIM
931
GW&K Investment Management
Massachusetts
$16K +$928 +4 +6%
LFG
932
Larson Financial Group
Missouri
$15.7K -$14.1K -62 -47%
MWM
933
Mascoma Wealth Management
New Hampshire
$15.3K – – –
LWCFA
934
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.5K +$14.5K +60 New
AAP
935
Arax Advisory Partners
Colorado
$14K – – –
VWM
936
Venturi Wealth Management
Texas
$13.9K +$228 +1 +2%
WWP
937
WR Wealth Planners
Missouri
$13.9K – – –
CT
938
Clearstead Trust
Maine
$13.4K +$13.4K +59 New
FMP
939
Financial Management Professionals
Texas
$13K +$473 +2 +4%
ADL
940
Asset Dedication LLC
California
$13K +$13K +58 New
UCB
941
United Community Bank
South Carolina
$12.5K – – –
SFG
942
Steward Financial Group
Texas
$12K -$211 -1 -2%
FRA
943
Front Row Advisors
California
$11.9K -$228 -1 -2%
GFPC
944
Global Financial Private Client
Florida
$9.67K – – –
MFT
945
Moisand Fitzgerald Tamayo
Florida
$9.57K – – –
AWM
946
Abound Wealth Management
Tennessee
$9.35K +$684 +3 +8%
BIA
947
Bell Investment Advisors
California
$9.12K -$2.51K -11 -22%
WIM
948
Westside Investment Management
California
$8.89K – – –
PCM
949
Perritt Capital Management
Illinois
$8.43K +$8.43K +37 New
BAAM
950
Baker Avenue Asset Management
California
$7.75K +$228 +1 +3%
36 37
38
39 40