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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
$2.8B
2
Brown Advisory
Brown Advisory
Maryland
$311M
3
Capital World Investors
Capital World Investors
California
$997M
4
Capital International Investors
Capital International Investors
California
$2.32B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.31B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$299M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
Norges Bank
Norges Bank
Norway
$1.31B
4
Fidelity International
Fidelity International
Bermuda
$302M
5
BAM
Burgundy Asset Management
Ontario, Canada
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
976
Beaird Harris Wealth Management
Texas
$30.6K +$5.17K +23 +20%
HCM
977
Hollencrest Capital Management
California
$29.9K – – –
GEA
978
Glen Eagle Advisors
New Jersey
$29.2K – – –
SIC
979
SJS Investment Consulting
Ohio
$29K +$23.8K +106 +461%
JWA
980
JFS Wealth Advisors
Pennsylvania
$29K +$2.92K +13 +11%
MCM
981
MV Capital Management
Maryland
$28.8K +$450 +2 +2%
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$27.4K -$225 -1 -0.8%
RFS
983
Richardson Financial Services
Massachusetts
$27K +$27K +120 New
AWM
984
Avior Wealth Management
Nebraska
$26.8K +$1.12K +5 +4%
AGWCA
985
Annis Gardner Whiting Capital Advisors
Florida
$26.3K -$900 -4 -3%
OAJ
986
Ogorek Anthony Joseph
New York
$24K – – –
CT
987
Colonial Trust
South Carolina
$22.7K -$3.15K -14 -12%
TFIPS
988
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.5K +$22.5K +100 New
TFGT
989
TS Financial Group (TSFG)
Illinois
$22K -$16.3K -71 -43%
EPW
990
Evergreen Private Wealth
Colorado
$21.6K +$21.6K +96 New
FWM
991
FSA Wealth Management
Massachusetts
$21K +$21K +94 New
SIS
992
Strategic Investment Solutions
Illinois
$20.9K -$1.3M -5,766 -98%
FCA
993
FinTrust Capital Advisors
South Carolina
$20.9K -$2.25K -10 -10%
FGAM
994
Financial Gravity Asset Management
Texas
$18.1K +$239 +1 +1%
BWL
995
Bogart Wealth LLC
Virginia
$17.5K +$672 +3 +4%
CAC
996
Core Alternative Capital
Georgia
$17.1K -$3.83K -17 -18%
PS
997
Planned Solutions
California
$16.6K +$16.6K +74 New
CFO
998
CVA Family Office
Colorado
$15.7K +$15.7K +70 New
MWM
999
Mascoma Wealth Management
New Hampshire
$15.1K – – –
TVAMP
1000
Tennessee Valley Asset Management Partners
Tennessee
$14.5K +$14.5K +65 New
38 39
40
41 42