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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
LSA
176
Leonteq Securities AG
Switzerland
$15.4K -$1.27K -31 -7%
PA
177
Parallel Advisors
California
$13.4K
AA
178
Ancora Advisors
Ohio
$12.1K
NA
179
NewEdge Advisors
Louisiana
$10.1K
TIM
180
Thompson Investment Management
Wisconsin
$9.82K +$10K +244 New
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$7.97K -$71.9K -1,750 -90%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$7.28K +$781 +19 +12%
QCG
183
Quadrant Capital Group
Ohio
$6.92K +$7.07K +172 New
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$6.4K +$4.48K +109 +218%
MA
185
MCF Advisors
Kentucky
$6.36K
C
186
Covestor
United Kingdom
$6K -$82 -2 -1%
VWM
187
Venturi Wealth Management
Texas
$5.75K +$5.88K +143 New
HI
188
Harbour Investments
Wisconsin
$5.43K +$5.55K +135 New
QL
189
Quarry LP
New York
$5.23K +$5.34K +130 New
BFEC
190
Benjamin F. Edwards & Company
Missouri
$5K
SIS
191
Strategic Investment Solutions
Illinois
$4.02K +$4.11K +100 New
MC
192
Machina Capital
France
$3.94K +$4.03K +98 New
HNB
193
Huntington National Bank
Ohio
$1.93K +$699 +17 +55%
FWM
194
Focused Wealth Management
New York
$1.61K
HGWM
195
Harvest Group Wealth Management
Massachusetts
$684 +$164 +4 +31%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$241 -$105K -2,549 -30%
LC
197
Lindbrook Capital
California
$241 -$1.27K -31 -84%
PFMOSF
198
Philadelphia Financial Management of San Francisco
California
-$7.7M -185,466 Closed
Millennium Management
199
Millennium Management
New York
-$6.06M -145,921 Closed
WMSA
200
Weiss Multi-Strategy Advisers
New York
-$5.17M -124,437 Closed

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.