Ryan Specialty Holdings
RYAN
241 hedge funds and large institutions have $4.32B invested in Ryan Specialty Holdings in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 57 reducing their positions, and 17 closing their positions.
171% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 17
79% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 57
61% more call options, than puts
Call options by funds: $5.81M | Put options by funds: $3.6M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more capital invested
Capital invested by funds: $3.77B → $4.32B (+$552M)
13% more funds holding
Funds holding: 213 → 241 (+28)
2.56% more ownership
Funds ownership: 74.03% → 76.59% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$55.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$48M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$41.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$43.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$30.8M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$19.3M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$16.4M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$14.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
251
Cooper Financial Group
Irvine,
California
| – | -$206K | -4,582 | Closed |
|
252
SG Americas Securities
New York
| – | -$202K | -4,509 | Closed |
|
|
SOW
253
State of Wyoming
Cheyenne,
Wyoming
| – | -$60.7K | -1,352 | Closed |
|
|
PI
254
PineBridge Investments
New York
| – | -$27.6K | -615 | Closed |
|
|
BFEC
255
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$5K | -114 | Closed |
|
|
FGAM
256
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.39K | -45 | Closed |
|
|
CFGS
257
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$417 | -9 | Closed |
|
|
AW
258
Avion Wealth
The Woodlands,
Texas
| – | +$463 | +10 | New |
|
RYAN Hedge Fund Activity: Q3 2023 in Review
241 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q3 2023, worth a combined $4.32B — up 15% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new RYAN positions and 17 closed out — a net gain of 29 holders — while 102 added to existing stakes and 57 trimmed.
The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $55.6M. The largest seller was Millennium Management, cutting an estimated $43.1M.
- 241 institutional investors held Ryan Specialty Holdings (RYAN) as of Q3 2023, up from 213 in Q2 2023.
- Funds reported $4.32B of Ryan Specialty Holdings stock for Q3 2023, up 15% quarter-over-quarter.
- 46 funds opened new Ryan Specialty Holdings positions in Q3 2023 and 17 closed out, a net change of +29 holders.
- The largest Ryan Specialty Holdings buyer in Q3 2023 was Sumitomo Mitsui Trust Group, an estimated $55.6M added.
- The largest Ryan Specialty Holdings seller in Q3 2023 was Millennium Management, an estimated $43.1M sold.
Based on aggregated 13F filings for Q3 2023.