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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
VAS
101
Vestmark Advisory Solutions
Massachusetts
$741K +$15.9K +387 +2%
DI
102
DFPG Investments
Utah
$739K +$36.8K +896 +5%
AQR Capital Management
103
AQR Capital Management
Connecticut
$721K +$737K +17,929 New
AB
104
Amalgamated Bank
New York
$694K -$209K -5,080 -23%
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$607K
Squarepoint
106
Squarepoint
New York
$602K -$300K -7,303 -33%
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$601K
KIA
108
KLR Investment Advisors
Rhode Island
$571K -$46.3K -1,127 -7%
BOC
109
Barbara Oil Co
Illinois
$535K
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$529K -$49.6K -1,206 -8%
WF
111
WoodTrust Financial
Wisconsin
$525K
CI
112
Cooper Investors
Australia
$521K -$31M -753,440 -98%
PFM
113
Premier Fund Managers
United Kingdom
$513K
IWM
114
IHT Wealth Management
Illinois
$506K -$216K -5,248 -29%
WAG
115
Wallace Advisory Group
California
$489K +$13.7K +334 +3%
YC
116
Yarbrough Capital
Tennessee
$483K
WC
117
Waterloo Capital
Texas
$473K +$483K +11,743 New
DFCM
118
Dark Forest Capital Management
Puerto Rico
$467K +$477K +11,603 New
XT
119
XTX Topco
Cayman Islands
$465K +$208K +5,048 +77%
Truist Financial
120
Truist Financial
North Carolina
$463K
X
121
Xponance
Pennsylvania
$452K +$4.89K +119 +1%
QT
122
Quantbot Technologies
New York
$439K +$351K +8,545 +360%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$427K +$7.03K +171 +2%
PAMS
124
Pictet Asset Management (Switzerland)
Switzerland
$421K
Natixis Advisors
125
Natixis Advisors
Massachusetts
$416K -$5.06K -123 -1%

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.