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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 %
CAL
976
Capital Analysts LLC
Pennsylvania
$2K +$2K +10 New
OCM
977
Orion Capital Management
California
$1.6K +$1.6K +7 New
IBOK
978
Independence Bank of Kentucky
Kentucky
$1.37K – – –
LIM
979
Longfellow Investment Management
Massachusetts
$1.37K – – –
PWA
980
Provenance Wealth Advisors
Florida
$1.37K +$1.37K +6 New
NC
981
NewSquare Capital
Pennsylvania
$1.37K +$1.37K +6 New
TFM
982
TFC Financial Management
Massachusetts
$1.14K – – –
ECM
983
Everence Capital Management
Indiana
$1.03K – – –
CA
984
Centerpoint Advisors
Massachusetts
$1K – – –
VNA
985
Valley National Advisers
Pennsylvania
$1K +$1K +5 New
DWA
986
Delos Wealth Advisors
Texas
$692 – – –
M
987
MOTCO
Texas
$684 – – –
UFF
988
USA Financial Formulas
Michigan
$684 – – –
TWP
989
TFO Wealth Partners
Ohio
$659 – – –
CWC
990
Carolinas Wealth Consulting
North Carolina
$471 – – –
PCTC
991
Perkins Coie Trust Company
Washington
$455 +$455 +2 New
OLVIG
992
Oliver Lagore Vanvalin Investment Group
Michigan
$228 – – –
Marshall Wace
993
Marshall Wace
United Kingdom
– -$11.1M -50,417 Closed
VIA
994
Vident Investment Advisory
Georgia
– -$10.9M -49,530 Closed
AAF
995
Andra AP-fonden
Sweden
– -$9.05M -41,200 Closed
CM
996
Crestline Management
Texas
– -$6.15M -28,000 Closed
Renaissance Technologies
997
Renaissance Technologies
New York
– -$4.57M -20,800 Closed
SFI
998
Susquehanna Fundamental Investments
Pennsylvania
– -$3.82M -17,414 Closed
EP
999
Edgestream Partners
New Jersey
– -$3.16M -14,392 Closed
Alyeska Investment Group
1000
Alyeska Investment Group
Illinois
– -$3.11M -14,153 Closed
38 39
40
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