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Ryan Specialty Holdings

213 hedge funds and large institutions have $3.77B invested in Ryan Specialty Holdings in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

42% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 60

23% more capital invested

Capital invested by funds: $3.06B → $3.77B (+$715M)

10% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $24.6M

8% more funds holding

Funds holding: 197213 (+16)

6.99% more ownership

Funds ownership: 67.04%74.03% (+7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
213
Holders Change
+16
Holders Change %
+8.12%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
85
Reduced
60
Closed
15
Calls
$27.1M
Puts
$24.6M
Net Calls
+$2.51M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$42.4M +$39.8M +944,946 New
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$41M -$1.29M -30,761 -3%
SEI Investments
28
SEI Investments
Pennsylvania
$35.3M +$5.5M +130,709 +20%
Mawer Investment Management
29
Mawer Investment Management
Alberta, Canada
$34.8M -$15.3M -364,356 -32%
Verition Fund Management
30
Verition Fund Management
Connecticut
$31.4M +$28.2M +668,817 +2,195%
Citadel Advisors
31
Citadel Advisors
Florida
$31.1M +$26.2M +623,281 +904%
Wells Fargo
32
Wells Fargo
California
$29.7M -$297K -7,055 -1%
Charles Schwab
33
Charles Schwab
California
$24M +$2.6M +61,873 +13%
DS
34
Dudley & Shanley
Florida
$21M
Northern Trust
35
Northern Trust
Illinois
$18.1M +$1.31M +31,094 +8%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.4M -$154K -3,655 -0.9%
PCM
37
Peregrine Capital Management
Minnesota
$16.4M -$5.51K -131 -0%
BC
38
Brookfield Corp
Ontario, Canada
$16.4M +$9.03M +214,429 +142%
N
39
Nuveen
North Carolina
$15.6M +$897K +21,319 +7%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$15.1M +$1.2M +28,582 +9%
Bank of America
41
Bank of America
North Carolina
$13.2M +$3.99M +94,847 +47%
TC
42
TownSquare Capital
Utah
$12.7M +$1.19M +28,304 +11%
BCIM
43
British Columbia Investment Management
British Columbia, Canada
$10.8M -$1.05M -25,000 -9%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$10.7M -$339K -8,059 -3%
GCM
45
Geneva Capital Management
Wisconsin
$10.3M +$2.24M +53,272 +30%
Daiwa Securities Group
46
Daiwa Securities Group
Japan
$9.74M -$876K -20,800 -9%
Two Sigma Investments
47
Two Sigma Investments
New York
$8.54M +$3.7M +87,979 +86%
Swiss National Bank
48
Swiss National Bank
Switzerland
$8.3M +$126K +3,000 +2%
Goldman Sachs
49
Goldman Sachs
New York
$8.25M +$2.88M +68,400 +59%
DCM
50
Driehaus Capital Management
Illinois
$7.5M -$4.45M -105,602 -39%

RYAN Hedge Fund Activity: Q2 2023 in Review

213 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q2 2023, worth a combined $3.77B — up 23% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RYAN positions and 15 closed out — a net gain of 18 holders — while 85 added to existing stakes and 60 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $58.1M. The largest seller was Mawer Investment Management, cutting an estimated $15.3M.

  • 213 institutional investors held Ryan Specialty Holdings (RYAN) as of Q2 2023, up from 197 in Q1 2023.
  • Funds reported $3.77B of Ryan Specialty Holdings stock for Q2 2023, up 23% quarter-over-quarter.
  • 33 funds opened new Ryan Specialty Holdings positions in Q2 2023 and 15 closed out, a net change of +18 holders.
  • The largest Ryan Specialty Holdings buyer in Q2 2023 was American Century Companies, an estimated $58.1M added.
  • The largest Ryan Specialty Holdings seller in Q2 2023 was Mawer Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.