We are live on ! Find out more
RYAN icon

Ryan Specialty Holdings

255 hedge funds and large institutions have $3.87B invested in Ryan Specialty Holdings in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $2.02M

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

6% more funds holding

Funds holding: 241255 (+14)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

0.53% less ownership

Funds ownership: 76.59%76.06% (-0.53%)

10% less capital invested

Capital invested by funds: $4.32B → $3.87B (-$453M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
36
Increased
92
Reduced
90
Closed
22
Calls
$4.29M
Puts
$2.02M
Net Calls
+$2.27M
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$17.6K +$7.12K +158 +63%
SI
227
Stephens Inc
Arkansas
$15.4K -$1.13K -25 -7%
PA
228
Parallel Advisors
California
$14.3K
Citadel Advisors
229
Citadel Advisors
Florida
$12.9K -$1.21M -26,842 -99%
AA
230
Ancora Advisors
Ohio
$12.9K
WWM
231
Wolff Wiese Magana
California
$11.7K
TIM
232
Thompson Investment Management
Wisconsin
$10.5K
AF
233
Allworth Financial
California
$8.82K +$7.62K +169 +469%
MSWM
234
Mowery & Schoenfeld Wealth Management
Illinois
$8.6K +$9.02K +200 New
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$8.52K -$316 -7 -3%
QCG
236
Quadrant Capital Group
Ohio
$7.4K
C
237
Covestor
United Kingdom
$7K +$45 +1 +0.6%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$6.84K
AWM
239
Avior Wealth Management
Nebraska
$6.8K
PS
240
Principal Securities
Iowa
$6.54K +$6.85K +152 New
VWM
241
Venturi Wealth Management
Texas
$6.15K
CI Investments Inc
242
CI Investments Inc
Ontario, Canada
$6K +$225 +5 +3%
MA
243
MCF Advisors
Kentucky
$5.68K
VAG
244
VisionPoint Advisory Group
Texas
$4.39K -$1.49K -33 -24%
SIS
245
Strategic Investment Solutions
Illinois
$4.3K -$280K -6,200 -98%
GI
246
Gradient Investments
Minnesota
$3.31K
AssetMark Inc
247
AssetMark Inc
California
$2.58K +$2.44K +54 +900%
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$2.55K
GI
249
GAMMA Investing
California
$1.6K +$1.67K +37 New
BTI
250
Blue Trust Inc
Georgia
$1K +$947 +21 New

RYAN Hedge Fund Activity: Q4 2023 in Review

255 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q4 2023, worth a combined $3.87B — down 10% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RYAN positions and 22 closed out — a net gain of 14 holders — while 92 added to existing stakes and 90 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $64.8M. The largest seller was Boston Partners, cutting an estimated $44.6M.

  • 255 institutional investors held Ryan Specialty Holdings (RYAN) as of Q4 2023, up from 241 in Q3 2023.
  • Funds reported $3.87B of Ryan Specialty Holdings stock for Q4 2023, down 10% quarter-over-quarter.
  • 36 funds opened new Ryan Specialty Holdings positions in Q4 2023 and 22 closed out, a net change of +14 holders.
  • The largest Ryan Specialty Holdings buyer in Q4 2023 was Bessemer Group, an estimated $64.8M added.
  • The largest Ryan Specialty Holdings seller in Q4 2023 was Boston Partners, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2023.