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Arthur J. Gallagher & Co

853 hedge funds and large institutions have $29.2B invested in Arthur J. Gallagher & Co in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 299 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

13% more capital invested

Capital invested by funds: $25.8B → $29.2B (+$3.44B)

13% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 265

10% more funds holding

Funds holding: 772853 (+81)

0.14% less ownership

Funds ownership: 85.69%85.55% (-0.14%)

2% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $26.9M

Holders
853
Holders Change
+81
Holders Change %
+10.49%
% of All Funds
13.13%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.45%
New
143
Increased
299
Reduced
265
Closed
50
Calls
$26.4M
Puts
$26.9M
Net Calls
-$528K
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.13B +$28.2M +172,288 +0.7%
BlackRock
2
BlackRock
New York
$2.76B -$480M -2,937,358 -15%
State Street
3
State Street
Massachusetts
$1.66B +$50.8M +311,107 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.57B +$14.5M +88,634 +1%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$1.38B +$7.08M +43,307 +0.5%
Norges Bank
6
Norges Bank
Norway
$1.17B +$320M +1,960,964 +40%
JP Morgan Chase
7
JP Morgan Chase
New York
$983M +$59.1M +361,369 +7%
Capital International Investors
8
Capital International Investors
California
$916M +$48.7M +298,174 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$678M +$16M +97,773 +3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$660M -$26.2M -160,503 -4%
Invesco
11
Invesco
Georgia
$477M +$83.3M +509,546 +22%
FPP
12
Findlay Park Partners
United Kingdom
$469M +$49.2M +301,102 +12%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$403M -$11M -67,505 -3%
Charles Schwab
14
Charles Schwab
California
$365M +$20.3K +124 +0%
Northern Trust
15
Northern Trust
Illinois
$361M +$411K +2,518 +0.1%
CIP
16
Champlain Investment Partners
Vermont
$344M -$20.7M -126,527 -6%
Fidelity International
17
Fidelity International
Bermuda
$329M +$9.5M +58,114 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$298M -$13.7M -83,738 -5%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$256M -$915K -5,600 -0.4%
Legal & General Group
20
Legal & General Group
United Kingdom
$234M -$3.72M -22,772 -2%
BAM
21
Burgundy Asset Management
Ontario, Canada
$228M +$2.76M +16,918 +1%
Bank of America
22
Bank of America
North Carolina
$189M -$11.9M -72,807 -6%
SIG
23
Senator Investment Group
New York
$181M +$66.2M +405,000 +61%
Citadel Advisors
24
Citadel Advisors
Florida
$174M -$60.2M -368,323 -26%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$172M +$2.19M +13,392 +1%

AJG Hedge Fund Activity: Q4 2021 in Review

853 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q4 2021, worth a combined $29.2B — up 13% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new AJG positions and 50 closed out — a net gain of 93 holders — while 299 added to existing stakes and 265 trimmed.

The largest buyer was Norges Bank, adding an estimated $320M. The largest seller was BlackRock, cutting an estimated $480M.

  • 853 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q4 2021, up from 772 in Q3 2021.
  • Funds reported $29.2B of Arthur J. Gallagher & Co stock for Q4 2021, up 13% quarter-over-quarter.
  • 143 funds opened new Arthur J. Gallagher & Co positions in Q4 2021 and 50 closed out, a net change of +93 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q4 2021 was Norges Bank, an estimated $320M added.
  • The largest Arthur J. Gallagher & Co seller in Q4 2021 was BlackRock, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2021.