Ryan Specialty Holdings
RYAN
270 hedge funds and large institutions have $5.07B invested in Ryan Specialty Holdings in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 91 reducing their positions, and 34 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
50% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 34
31% more capital invested
Capital invested by funds: $3.87B → $5.07B (+$1.2B)
6% more funds holding
Funds holding: 255 → 270 (+15)
1% more ownership
Funds ownership: 76.06% → 77.06% (+1%)
8% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 91
51% less call options, than puts
Call options by funds: $7.25M | Put options by funds: $14.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$77.9M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$51.6M |
| 3 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
+$32.2M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$23.3M |
| 5 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$61.2M |
| 2 |
Morgan Stanley
New York
|
-$37.1M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$21.8M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$21.3M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$18.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
AssetMark Inc
Concord,
California
| – | -$2.58K | -60 | Closed |
|
|
BTI
302
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -21 | Closed |
|
|
LC
303
Lindbrook Capital
Calabasas,
California
| – | -$645 | -15 | Closed |
|
|
FFA
304
Farther Finance Advisors
San Francisco,
California
| – | -$43 | -1 | Closed |
|
RYAN Hedge Fund Activity: Q1 2024 in Review
270 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q1 2024, worth a combined $5.07B — up 31% from $3.87B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new RYAN positions and 34 closed out — a net gain of 17 holders — while 98 added to existing stakes and 91 trimmed.
The largest buyer was BlackRock, adding an estimated $77.9M. The largest seller was AllianceBernstein, cutting an estimated $61.2M.
- 270 institutional investors held Ryan Specialty Holdings (RYAN) as of Q1 2024, up from 255 in Q4 2023.
- Funds reported $5.07B of Ryan Specialty Holdings stock for Q1 2024, up 31% quarter-over-quarter.
- 51 funds opened new Ryan Specialty Holdings positions in Q1 2024 and 34 closed out, a net change of +17 holders.
- The largest Ryan Specialty Holdings buyer in Q1 2024 was BlackRock, an estimated $77.9M added.
- The largest Ryan Specialty Holdings seller in Q1 2024 was AllianceBernstein, an estimated $61.2M sold.
Based on aggregated 13F filings for Q1 2024.