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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
AWM
201
Avior Wealth Management
Nebraska
$7.09K +$6.65K +158 New
C
202
Covestor
United Kingdom
$7K -$42 -1 -0.6%
VWM
203
Venturi Wealth Management
Texas
$6.42K
MA
204
MCF Advisors
Kentucky
$5.93K -$1.09K -26 -16%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$5K
CI Investments Inc
206
CI Investments Inc
Ontario, Canada
$5K +$4.76K +113 +2,260%
SIS
207
Strategic Investment Solutions
Illinois
$4.14K
FWM
208
Focused Wealth Management
New York
$1.8K
FGAM
209
Financial Gravity Asset Management
Texas
$1.39K +$1.89K +45 New
LC
210
Lindbrook Capital
California
$988 +$674 +16 +267%
EWA
211
EverSource Wealth Advisors
Alabama
$539 +$505 +12 New
CFGS
212
Concourse Financial Group Securities
Alabama
$404 +$379 +9 New
HCP
213
Hexagon Capital Partners
Arkansas
$404 +$379 +9 New
Balyasny Asset Management
214
Balyasny Asset Management
Illinois
-$4.66M -115,800 Closed
Allspring Global Investments
215
Allspring Global Investments
North Carolina
-$3.59M -89,248 Closed
Brown Advisory
216
Brown Advisory
Maryland
-$3.22M -80,000 Closed
AIMCA
217
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$963K -23,936 Closed
XT
218
XTX Topco
Cayman Islands
-$465K -11,562 Closed
Truist Financial
219
Truist Financial
North Carolina
-$463K -11,500 Closed
Natixis Advisors
220
Natixis Advisors
Massachusetts
-$416K -10,347 Closed
JFG
221
Jefferies Financial Group
New York
-$253K -6,295 Closed
Cerity Partners
222
Cerity Partners
New York
-$222K -5,518 Closed
FSI
223
Flow State Investments
Illinois
-$210K -5,231 Closed
BF
224
BOK Financial
Oklahoma
-$48.7K -1,211 Closed
LSA
225
Leonteq Securities AG
Switzerland
-$15.4K -383 Closed

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.