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Ryan Specialty Holdings

197 hedge funds and large institutions have $3.06B invested in Ryan Specialty Holdings in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

3% more funds holding

Funds holding: 192197 (+5)

2.34% more ownership

Funds ownership: 64.69%67.04% (+2.3%)

1% more capital invested

Capital invested by funds: $3.01B → $3.06B (+$43.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

40% less call options, than puts

Call options by funds: $3.97M | Put options by funds: $6.6M

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
67
Reduced
76
Closed
22
Calls
$3.97M
Puts
$6.6M
Net Calls
-$2.63M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$2.15M +$307K +7,470 +16%
SWS
77
SYSTM Wealth Solutions
Illinois
$2.09M +$169K +4,115 +9%
UBS Group
78
UBS Group
Switzerland
$1.97M -$212K -5,149 -10%
FAM
79
Fred Alger Management
New York
$1.92M -$59.6K -1,450 -3%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$1.81M -$448K -10,887 -19%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.65M -$52.2K -1,269 -3%
TIP
82
Torray Investment Partners
Maryland
$1.56M +$7.73K +188 +0.5%
Treasurer of the State of North Carolina
83
Treasurer of the State of North Carolina
North Carolina
$1.45M +$10.7K +260 +0.7%
DWM
84
Dopkins Wealth Management
New York
$1.34M
VOYA Investment Management
85
VOYA Investment Management
Georgia
$1.33M -$39.8K -967 -3%
MSFP
86
Mark Sheptoff Financial Planning
Connecticut
$1.3M -$69.9K -1,700 -5%
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$1.28M -$229K -5,578 -15%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$1.25M +$13.4K +325 +1%
Verition Fund Management
89
Verition Fund Management
Connecticut
$1.23M +$1.25M +30,467 New
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$1.19M +$532K +12,950 +78%
RC
91
Renaissance Capital
Connecticut
$1.11M -$122K -2,974 -10%
LPL Financial
92
LPL Financial
California
$1.02M +$32.2K +783 +3%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$994K +$12.3K +300 +1%
ASRS
94
Arizona State Retirement System
Arizona
$983K +$31.9K +776 +3%
AIMCA
95
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$963K +$984K +23,936 New
CAM
96
Cresset Asset Management
Illinois
$944K +$965K +23,460 New
WP
97
WMS Partners
Maryland
$929K
Corient Private Wealth
98
Corient Private Wealth
Florida
$900K -$66.6K -1,620 -7%
Two Sigma Advisers
99
Two Sigma Advisers
New York
$873K -$197K -4,800 -18%
AWAU
100
Alliance Wealth Advisors (Utah)
Utah
$758K +$15.9K +386 +2%

RYAN Hedge Fund Activity: Q1 2023 in Review

197 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q1 2023, worth a combined $3.06B — up 1.4% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RYAN positions and 22 closed out — a net gain of 6 holders — while 67 added to existing stakes and 76 trimmed.

The largest buyer was Capital World Investors, adding an estimated $115M. The largest seller was Cooper Investors, cutting an estimated $31M.

  • 197 institutional investors held Ryan Specialty Holdings (RYAN) as of Q1 2023, up from 192 in Q4 2022.
  • Funds reported $3.06B of Ryan Specialty Holdings stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 28 funds opened new Ryan Specialty Holdings positions in Q1 2023 and 22 closed out, a net change of +6 holders.
  • The largest Ryan Specialty Holdings buyer in Q1 2023 was Capital World Investors, an estimated $115M added.
  • The largest Ryan Specialty Holdings seller in Q1 2023 was Cooper Investors, an estimated $31M sold.

Based on aggregated 13F filings for Q1 2023.