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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
$809M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.2B
3
BlackRock
BlackRock
New York
$3.88B
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$81.6M
5
Barclays
Barclays
United Kingdom
$180M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.54B
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$75.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.23B
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$28.1M
5
State Street
State Street
Massachusetts
$1.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
1026
Baker Tilly Wealth Management
Wisconsin
– -$344K -1,567 Closed
HIIFS
1027
Harel Insurance Investments & Financial Services
Israel
– -$319K -1,486 Closed
FC
1028
FORA Capital
Florida
– -$298K -1,359 Closed
PA
1029
Prossimo Advisors
California
– -$283K -1,290 Closed
TW
1030
Transform Wealth
Colorado
– -$238K -1,086 Closed
MC
1031
Machina Capital
France
– -$232K -1,055 Closed
VWA
1032
V Wealth Advisors
Kansas
– -$226K -1,029 Closed
JIC
1033
Johnson Investment Counsel
Ohio
– -$225K -1,026 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1034
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$225K -1,026 Closed
SXL
1035
Summit X LLC
Missouri
– -$209K -953 Closed
Skandinaviska Enskilda Banken (SEB)
1036
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$198K -904 Closed
WP
1037
WealthPLAN Partners
Nebraska
– -$64.1K -292 Closed
SSG
1038
Summit Securities Group
New York
– -$61K -280 Closed
SF
1039
Safeguard Financial
Wisconsin
– -$22K -102 Closed
OIS
1040
Okabena Investment Services
Minnesota
– -$16.5K -75 Closed
YAL
1041
Your Advocates Ltd
Texas
– -$16.5K -75 Closed
QL
1042
Quarry LP
New York
– -$9.44K -43 Closed
CFO
1043
CVA Family Office
Colorado
– -$8.78K -40 Closed
HS
1044
Horan Securities
United States
– -$4.61K -21 Closed
CCM
1045
Chilton Capital Management
Texas
– -$3.51K -16 Closed
ICM
1046
Intrepid Capital Management
Florida
– -$3.36K -15 Closed
FA
1047
Fiduciary Alliance
South Carolina
– -$2.2K -10 Closed
IGWM
1048
ICA Group Wealth Management
Colorado
– -$1.32K -6 Closed
PI
1049
PEAK6 Investments
Illinois
– -$525 -2 Closed
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