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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
SCA
126
Snowden Capital Advisors
New York
$402K +$411K +10,000 New
PC
127
Port Capital
Illinois
$402K
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$377K +$11.9K +290 +3%
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$354K +$362K +8,798 New
Principal Financial Group
130
Principal Financial Group
Iowa
$352K -$69.4K -1,687 -16%
Osaic Holdings
131
Osaic Holdings
Arizona
$351K -$7.73K -188 -2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$344K +$351K +8,547 New
ASN
133
Advisory Services Network
Georgia
$341K
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$340K +$3.37K +82 +1%
KeyBank National Association
135
KeyBank National Association
Ohio
$331K +$10.7K +260 +3%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$330K -$5.26K -128 -2%
BRWA
137
B. Riley Wealth Advisors
Florida
$330K +$1.69K +41 +0.5%
HighTower Advisors
138
HighTower Advisors
Illinois
$305K +$13.9K +339 +5%
CC
139
Chicago Capital
Illinois
$299K +$306K +7,435 New
PWS
140
Precision Wealth Strategies
Missouri
$297K -$646K -15,707 -68%
FC
141
FORA Capital
Florida
$282K +$288K +6,996 New
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$260K -$7.03K -171 -3%
HSA
143
HBK Sorce Advisory
Pennsylvania
$260K -$228K -5,542 -46%
MSRPS
144
Maryland State Retirement & Pension System
Maryland
$255K
JFG
145
Jefferies Financial Group
New York
$253K +$259K +6,295 New
TCA
146
Transcend Capital Advisors
New Jersey
$236K -$1.89K -46 -0.8%
FW
147
FirstPurpose Wealth
Utah
$228K +$14.4K +351 +7%
Cerity Partners
148
Cerity Partners
New York
$222K -$3.78K -92 -2%
FSI
149
Flow State Investments
Illinois
$210K +$215K +5,231 New
YIH
150
Y-Intercept (HK)
Hong Kong
$206K +$211K +5,123 New

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.