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Ryan Specialty Holdings

255 hedge funds and large institutions have $3.87B invested in Ryan Specialty Holdings in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $2.02M

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

6% more funds holding

Funds holding: 241255 (+14)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

0.53% less ownership

Funds ownership: 76.59%76.06% (-0.53%)

10% less capital invested

Capital invested by funds: $4.32B → $3.87B (-$453M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
36
Increased
92
Reduced
90
Closed
22
Calls
$4.29M
Puts
$2.02M
Net Calls
+$2.27M
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
X
151
Xponance
Pennsylvania
$545K -$20.2K -448 -3%
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$536K
WAG
153
Wallace Advisory Group
California
$535K -$30K -666 -6%
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$516K
KIA
155
KLR Investment Advisors
Rhode Island
$516K -$64.7K -1,434 -11%
YC
156
Yarbrough Capital
Tennessee
$516K
FC
157
FORA Capital
Florida
$514K +$56.2K +1,246 +12%
AG
158
Algert Global
California
$493K -$1.07M -23,780 -67%
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$460K -$25.1K -556 -5%
Principal Financial Group
160
Principal Financial Group
Iowa
$435K -$2.37M -52,529 -84%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$432K -$1.71K -38 -0.4%
PC
162
Port Capital
Illinois
$430K
KeyBank National Association
163
KeyBank National Association
Ohio
$421K +$21.7K +481 +5%
TI
164
Tidal Investments
Wisconsin
$415K -$32.4K -718 -7%
Deutsche Bank
165
Deutsche Bank
Germany
$404K +$178K +3,938 +72%
GAM
166
Gotham Asset Management
New York
$389K +$132K +2,923 +48%
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$370K -$31.2K -693 -7%
CAN
168
Cetera Advisor Networks
California
$358K +$154K +3,419 +70%
BRWA
169
B. Riley Wealth Advisors
Florida
$354K +$496 +11 +0.1%
PFM
170
Premier Fund Managers
United Kingdom
$354K
HighTower Advisors
171
HighTower Advisors
Illinois
$349K -$50.7K -1,125 -12%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$332K -$1.22K -27 -0.3%
CC
173
Chicago Capital
Illinois
$326K +$6.76K +150 +2%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$320K +$281K +6,234 +513%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$308K -$49.1K -1,089 -13%

RYAN Hedge Fund Activity: Q4 2023 in Review

255 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q4 2023, worth a combined $3.87B — down 10% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RYAN positions and 22 closed out — a net gain of 14 holders — while 92 added to existing stakes and 90 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $64.8M. The largest seller was Boston Partners, cutting an estimated $44.6M.

  • 255 institutional investors held Ryan Specialty Holdings (RYAN) as of Q4 2023, up from 241 in Q3 2023.
  • Funds reported $3.87B of Ryan Specialty Holdings stock for Q4 2023, down 10% quarter-over-quarter.
  • 36 funds opened new Ryan Specialty Holdings positions in Q4 2023 and 22 closed out, a net change of +14 holders.
  • The largest Ryan Specialty Holdings buyer in Q4 2023 was Bessemer Group, an estimated $64.8M added.
  • The largest Ryan Specialty Holdings seller in Q4 2023 was Boston Partners, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2023.