We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

772 hedge funds and large institutions have $25.8B invested in Arthur J. Gallagher & Co in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 284 increasing their positions, 254 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

30% more call options, than puts

Call options by funds: $58.3M | Put options by funds: $44.9M

12% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 254

7% more capital invested

Capital invested by funds: $24.1B → $25.8B (+$1.72B)

8% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 71

1% less funds holding

Funds holding: 776772 (-4)

4.09% less ownership

Funds ownership: 89.77%85.69% (-4.1%)

Holders
772
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
13.52%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.44%
New
77
Increased
284
Reduced
254
Closed
71
Calls
$58.3M
Puts
$44.9M
Net Calls
+$13.4M
Net Calls Change
-$426K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.59B +$54.2M +378,565 +2%
BlackRock
2
BlackRock
New York
$2.85B -$35.5M -248,089 -1%
State Street
3
State Street
Massachusetts
$1.41B +$14.4M +100,910 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.37B -$25.6M -178,700 -2%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$1.2B -$12.5M -87,644 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$807M +$43.3M +302,294 +6%
Capital International Investors
7
Capital International Investors
California
$758M +$319K +2,231 +0%
Norges Bank
8
Norges Bank
Norway
$736M +$223M +1,561,050 +46%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$602M +$409K +2,859 +0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$580M +$25.4M +177,645 +5%
FPP
11
Findlay Park Partners
United Kingdom
$366M +$39.5M +275,780 +13%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$363M +$2.73M +19,102 +0.8%
Invesco
13
Invesco
Georgia
$342M +$9.14M +63,891 +3%
CIP
14
Champlain Investment Partners
Vermont
$321M -$11.2M -78,351 -4%
Charles Schwab
15
Charles Schwab
California
$320M +$645K +4,511 +0.2%
Northern Trust
16
Northern Trust
Illinois
$316M +$2.37M +16,569 +0.8%
Fidelity International
17
Fidelity International
Bermuda
$279M -$7.46M -52,143 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$274M -$3.08M -21,504 -1%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$225M +$3.05M +21,338 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$208M +$11.5M +80,689 +6%
Citadel Advisors
21
Citadel Advisors
Florida
$207M +$154M +1,079,778 +344%
BAM
22
Burgundy Asset Management
Ontario, Canada
$197M +$4.58M +32,003 +2%
Bank of America
23
Bank of America
North Carolina
$176M +$3.41M +23,824 +2%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$149M -$261K -1,823 -0.2%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$141M +$1.99M +13,932 +1%

AJG Hedge Fund Activity: Q3 2021 in Review

772 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2021, worth a combined $25.8B — up 7.1% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AJG positions and 71 closed out — a net gain of 6 holders — while 284 added to existing stakes and 254 trimmed.

The largest buyer was Norges Bank, adding an estimated $223M. The largest seller was T. Rowe Price Associates, cutting an estimated $492M.

  • 772 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2021, down from 776 in Q2 2021.
  • Funds reported $25.8B of Arthur J. Gallagher & Co stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 77 funds opened new Arthur J. Gallagher & Co positions in Q3 2021 and 71 closed out, a net change of +6 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2021 was Norges Bank, an estimated $223M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2021 was T. Rowe Price Associates, an estimated $492M sold.

Based on aggregated 13F filings for Q3 2021.