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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 %
PRS
1101
Pinkerton Retirement Specialists
Idaho
– -$278K -1,221 Closed
SG
1102
StoneX Group
New York
– -$263K -1,153 Closed
GWANC
1103
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$256K -1,125 Closed
IIC
1104
Ironwood Investment Counsel
Arizona
– -$1.03M -1,100 Closed
DCM
1105
Donaldson Capital Management
Indiana
– -$246K -1,079 Closed
SEC
1106
Seven Eight Capital
New York
– -$236K -1,037 Closed
IWN
1107
Independent Wealth Network
Iowa
– -$234K -1,025 Closed
AL
1108
Aspiriant LLC
California
– -$221K -968 Closed
CCA
1109
Childress Capital Advisors
Texas
– -$219K -963 Closed
TF
1110
Trek Financial
Arizona
– -$218K -955 Closed
DC
1111
Diametric Capital
Massachusetts
– -$216K -948 Closed
LJAC
1112
L.J. Altfest & Co
New York
– -$211K -927 Closed
CBNLCF
1113
Cognios Beta Neutral Large Cap Fund
Kansas
– -$209K -918 Closed
LFA
1114
Legacy Financial Advisors
Kentucky
– -$209K -916 Closed
PIA
1115
Pinion Investment Advisors
Kansas
– -$204K -895 Closed
MAM
1116
Meeder Asset Management
Ohio
– -$163K -715 Closed
PPWM
1117
PFG Private Wealth Management
Florida
– -$147K -647 Closed
CAC
1118
Certified Advisory Corp
Florida
– -$85.2K -374 Closed
HWP
1119
Hibernia Wealth Partners
Louisiana
– -$83.2K -365 Closed
HL
1120
HeadInvest LLC
Maine
– -$67.5K -300 Closed
MIA
1121
Milestone Investment Advisors
Wisconsin
– -$44.9K -197 Closed
RTC
1122
Riverview Trust Company
Washington
– -$44.9K -197 Closed
Twin Tree Management
1123
Twin Tree Management
Texas
– -$27.1K -119 Closed
CSPIA
1124
Cary Street Partners Investment Advisory
Virginia
– -$24.2K -106 Closed
EARNEST Partners
1125
EARNEST Partners
Georgia
– -$16.9K -74 Closed
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