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Ryan Specialty Holdings

192 hedge funds and large institutions have $3.01B invested in Ryan Specialty Holdings in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.98B → $3.01B (+$34.5M)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

2.11% less ownership

Funds ownership: 66.8%64.69% (-2.1%)

5% less funds holding

Funds holding: 203192 (-11)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

50% less call options, than puts

Call options by funds: $4.86M | Put options by funds: $9.69M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
192
Holders Change
-11
Holders Change %
-5.42%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
33
Increased
67
Reduced
68
Closed
40
Calls
$4.86M
Puts
$9.69M
Net Calls
-$4.82M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$458M -$35.2M -860,717 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$316M +$2.16M +52,911 +0.7%
ZP
3
Zimmer Partners
New York
$208M
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$163M -$158M -3,868,025 -50%
BlackRock
5
BlackRock
New York
$145M +$7.81M +190,958 +6%
Capital World Investors
6
Capital World Investors
California
$128M +$126M +3,078,810 New
Artisan Partners
7
Artisan Partners
Wisconsin
$120M -$301K -7,358 -0.3%
William Blair & Company
8
William Blair & Company
Illinois
$105M +$10.1M +246,241 +11%
Morgan Stanley
9
Morgan Stanley
New York
$102M +$84.5M +2,066,855 +516%
Ameriprise
10
Ameriprise
Minnesota
$89.7M +$71.9M +1,758,261 +437%
AllianceBernstein
11
AllianceBernstein
Tennessee
$76.3M -$23.3M -570,691 -24%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$75M +$10.5M +256,292 +17%
SIMG
13
Stephens Investment Management Group
Texas
$66.2M +$10.2M +248,878 +18%
State Street
14
State Street
Massachusetts
$62.1M +$4.12M +100,786 +7%
Victory Capital Management
15
Victory Capital Management
Texas
$58.6M +$1.25M +30,580 +2%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$58.4M -$1.98M -48,418 -3%
PCH
17
Polar Capital Holdings
United Kingdom
$57.1M +$9.2M +225,000 +20%
Jennison Associates
18
Jennison Associates
New York
$53.5M -$5.24M -128,142 -9%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$49.4M +$3.69M +90,261 +8%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$47M -$8.35M -204,212 -15%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$45.6M +$3.37M +82,452 +8%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$38.8M +$32.7M +798,831 +589%
CI
23
Cooper Investors
Australia
$31.8M -$13.3M -326,055 -30%
Wells Fargo
24
Wells Fargo
California
$29.2M -$1.31M -32,135 -4%
First Trust Advisors
25
First Trust Advisors
Illinois
$23.5M +$17.5M +427,321 +310%

RYAN Hedge Fund Activity: Q4 2022 in Review

192 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q4 2022, worth a combined $3.01B — up 1.2% from $2.98B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of RYAN and 33 opened new positions — a net loss of 7 holders — while 68 trimmed existing stakes and 67 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $126M. The largest seller was Janus Henderson Group, cutting an estimated $158M.

  • 192 institutional investors held Ryan Specialty Holdings (RYAN) as of Q4 2022, down from 203 in Q3 2022.
  • Funds reported $3.01B of Ryan Specialty Holdings stock for Q4 2022, up 1.2% quarter-over-quarter.
  • 33 funds opened new Ryan Specialty Holdings positions in Q4 2022 and 40 closed out, a net change of -7 holders.
  • The largest Ryan Specialty Holdings buyer in Q4 2022 was Capital World Investors, an estimated $126M added.
  • The largest Ryan Specialty Holdings seller in Q4 2022 was Janus Henderson Group, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2022.