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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
WC
126
Waterloo Capital
Texas
$527K -$210 -5 -0%
JF
127
Jump Financial
Illinois
$510K +$478K +11,360 New
Principal Financial Group
128
Principal Financial Group
Iowa
$498K +$98.5K +2,341 +27%
WAG
129
Wallace Advisory Group
California
$489K
DT
130
Diversified Trust
Tennessee
$473K +$443K +10,532 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$471K +$96.7K +2,297 +28%
PFM
132
Premier Fund Managers
United Kingdom
$453K -$114K -2,700 -21%
PC
133
Port Capital
Illinois
$449K
SCA
134
Snowden Capital Advisors
New York
$449K
TI
135
Tidal Investments
Wisconsin
$431K +$405K +9,610 New
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$428K +$31.2K +740 +8%
PAMS
137
Pictet Asset Management (Switzerland)
Switzerland
$414K -$52.2K -1,239 -12%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$408K +$383K +9,100 New
Two Sigma Advisers
139
Two Sigma Advisers
New York
$386K -$551K -13,100 -60%
Osaic Holdings
140
Osaic Holdings
Arizona
$382K -$8.8K -209 -2%
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$376K -$2.27K -54 -0.6%
KeyBank National Association
142
KeyBank National Association
Ohio
$369K -$421 -10 -0.1%
BRWA
143
B. Riley Wealth Advisors
Florida
$368K +$505 +12 +0.1%
HighTower Advisors
144
HighTower Advisors
Illinois
$368K +$28K +664 +9%
IWM
145
IHT Wealth Management
Illinois
$361K -$191K -4,540 -36%
Deutsche Bank
146
Deutsche Bank
Germany
$343K +$171K +4,056 +113%
Citigroup
147
Citigroup
New York
$337K +$145K +3,442 +85%
CC
148
Chicago Capital
Illinois
$334K
PWS
149
Precision Wealth Strategies
Missouri
$332K +$589 +14 +0.2%
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$301K -$164K -3,905 -37%

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.