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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$7.41M -$3.91M -92,776 -36%
TIM
52
Thornburg Investment Management
New Mexico
$7.16M -$146K -3,480 -2%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$6.83M -$853K -20,268 -12%
PM
54
Pembroke Management
Quebec, Canada
$6.68M +$6.27M +148,904 New
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$5.64M -$15.1K -359 -0.3%
Stifel Financial
56
Stifel Financial
Missouri
$5.41M +$103K +2,435 +2%
NU
57
Northwestern University
Illinois
$5.34M
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$5.24M +$952K +22,618 +24%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$5.21M +$617K +14,667 +14%
M&T Bank
60
M&T Bank
New York
$5.19M -$543K -12,888 -10%
First Trust Advisors
61
First Trust Advisors
Illinois
$5.17M -$6.2M -147,264 -56%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$5.16M +$720K +17,105 +17%
CS
63
Credit Suisse
Switzerland
$5.03M +$1.55M +36,867 +49%
NCGI
64
Next Century Growth Investors
Minnesota
$4.84M -$552K -13,110 -11%
ZIM
65
Zacks Investment Management
Illinois
$4.78M +$4.48M +106,492 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$4.75M +$42.3K +1,005 +1%
Man Group
67
Man Group
United Kingdom
$4.36M +$4.08M +97,022 New
US Bancorp
68
US Bancorp
Minnesota
$4.03M -$302K -7,163 -7%
UBS AM
69
UBS AM
Illinois
$3.92M
JP Morgan Chase
70
JP Morgan Chase
New York
$3.92M +$1.42M +33,780 +63%
Legal & General Group
71
Legal & General Group
United Kingdom
$3.84M +$155K +3,685 +5%
AM
72
AGF Management
Ontario, Canada
$3.75M +$132K +3,140 +4%
DZ Bank
73
DZ Bank
Germany
$3.71M +$3.48M +82,628 New
Macquarie Group
74
Macquarie Group
Australia
$3.68M +$527K +12,523 +18%
Invesco
75
Invesco
Georgia
$3.64M +$25.3K +601 +0.7%

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.