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Arthur J. Gallagher & Co

722 hedge funds and large institutions have $20.2B invested in Arthur J. Gallagher & Co in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 239 increasing their positions, 267 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $13.9M

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

20% more capital invested

Capital invested by funds: $16.8B → $20.2B (+$3.32B)

4% more funds holding

Funds holding: 693722 (+29)

1.62% more ownership

Funds ownership: 83.53%85.15% (+1.6%)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 267

Holders
722
Holders Change
+29
Holders Change %
+4.18%
% of All Funds
12.78%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
97
Increased
239
Reduced
267
Closed
62
Calls
$49.3M
Puts
$13.9M
Net Calls
+$35.4M
Net Calls Change
+$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.61B -$25.1M -220,713 -1%
BlackRock
2
BlackRock
New York
$2.5B -$86.2M -756,919 -4%
State Street
3
State Street
Massachusetts
$1.06B +$2.81M +24,693 +0.3%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$985M -$24.5M -215,131 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$984M +$459M +4,027,025 +103%
JP Morgan Chase
6
JP Morgan Chase
New York
$545M -$82.1M -720,778 -14%
Capital International Investors
7
Capital International Investors
California
$532M +$710K +6,234 +0.1%
BBHC
8
Brown Brothers Harriman & Co
New York
$512M -$20.4M -179,145 -4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$481M +$14.5M +127,488 +3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$444M +$208M +1,823,569 +104%
Charles Schwab
11
Charles Schwab
California
$431M -$14.1M -123,589 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$412M +$10.8M +95,056 +3%
CIP
13
Champlain Investment Partners
Vermont
$303M -$4.23M -37,165 -1%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$287M +$46.7M +409,722 +21%
Invesco
15
Invesco
Georgia
$269M +$78M +684,667 +46%
Northern Trust
16
Northern Trust
Illinois
$256M -$4.42M -38,821 -2%
Norges Bank
17
Norges Bank
Norway
$239M +$10.2M +89,380 +5%
Victory Capital Management
18
Victory Capital Management
Texas
$239M +$1.43M +12,594 +0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$223M -$4.79M -42,086 -2%
Fidelity International
20
Fidelity International
Bermuda
$209M +$11.5M +100,999 +6%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$190M -$4.63M -40,628 -3%
Bank of America
22
Bank of America
North Carolina
$168M -$12M -105,239 -7%
BAM
23
Burgundy Asset Management
Ontario, Canada
$162M -$8.19M -71,897 -5%
Legal & General Group
24
Legal & General Group
United Kingdom
$150M +$2.27M +19,915 +2%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$126M +$34.4K +302 +0%

AJG Hedge Fund Activity: Q4 2020 in Review

722 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2020, worth a combined $20.2B — up 20% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AJG positions and 62 closed out — a net gain of 35 holders — while 239 added to existing stakes and 267 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $459M. The largest seller was BlackRock, cutting an estimated $86.2M.

  • 722 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2020, up from 693 in Q3 2020.
  • Funds reported $20.2B of Arthur J. Gallagher & Co stock for Q4 2020, up 20% quarter-over-quarter.
  • 97 funds opened new Arthur J. Gallagher & Co positions in Q4 2020 and 62 closed out, a net change of +35 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2020 was Fidelity Investments, an estimated $459M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2020 was BlackRock, an estimated $86.2M sold.

Based on aggregated 13F filings for Q4 2020.