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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
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$38.7M -$11.8M -260,975 -23%
SEI Investments
27
SEI Investments
Pennsylvania
$36.7M -$674K -14,957 -2%
Jennison Associates
28
Jennison Associates
New York
$33.3M -$19M -421,390 -35%
Mawer Investment Management
29
Mawer Investment Management
Alberta, Canada
$29.2M -$376K -8,337 -1%
Wells Fargo
30
Wells Fargo
California
$27.7M -$539K -11,962 -2%
Charles Schwab
31
Charles Schwab
California
$26.8M +$1.02M +22,646 +4%
Millennium Management
32
Millennium Management
New York
$26M +$26.6M +590,477 +4,148%
Northern Trust
33
Northern Trust
Illinois
$20.2M +$1.54M +34,244 +8%
DS
34
Dudley & Shanley
Florida
$20.1M -$258K -5,720 -1%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$19M +$3.95M +87,540 +25%
GCM
36
Geneva Capital Management
Wisconsin
$18.3M +$2.97M +65,924 +18%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$17.3M +$445K +9,859 +3%
Norges Bank
38
Norges Bank
Norway
$17M -$21.4M -474,097 -55%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.7M -$2.06M -45,644 -11%
N
40
Nuveen
North Carolina
$15.3M +$340K +7,534 +2%
Verition Fund Management
41
Verition Fund Management
Connecticut
$14.3M -$27.1M -600,716 -64%
First Trust Advisors
42
First Trust Advisors
Illinois
$13M +$344K +7,618 +3%
Renaissance Technologies
43
Renaissance Technologies
New York
$12.2M +$5.18M +114,900 +68%
TC
44
TownSquare Capital
Utah
$12.1M +$459K +10,180 +4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$11.7M +$10M +222,045 +438%
PCM
46
Peregrine Capital Management
Minnesota
$11.4M -$2.06M -45,584 -15%
PM
47
Pembroke Management
Quebec, Canada
$11.1M -$184K -4,076 -2%
Bank of America
48
Bank of America
North Carolina
$9.84M -$3.17M -70,298 -24%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$9.29M +$1.12M +24,803 +13%
Swiss National Bank
50
Swiss National Bank
Switzerland
$8.39M -$884K -19,600 -9%

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.