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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
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$440M -$3.8M -92,512 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$314M +$7.62M +185,223 +2%
Capital World Investors
3
Capital World Investors
California
$237M +$115M +2,807,249 +91%
ZP
4
Zimmer Partners
New York
$201M
BlackRock
5
BlackRock
New York
$142M +$1.96M +47,774 +1%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$136M -$22.5M -548,076 -14%
Artisan Partners
7
Artisan Partners
Wisconsin
$115M -$1.08M -26,268 -0.9%
William Blair & Company
8
William Blair & Company
Illinois
$103M +$1.15M +27,927 +1%
Morgan Stanley
9
Morgan Stanley
New York
$86.5M -$13.1M -318,273 -13%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$73.2M +$557K +13,553 +0.8%
AllianceBernstein
11
AllianceBernstein
Tennessee
$71.8M -$2.21M -53,730 -3%
SIMG
12
Stephens Investment Management Group
Texas
$65.4M +$507K +12,334 +0.8%
Victory Capital Management
13
Victory Capital Management
Texas
$65M +$8.33M +202,639 +14%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$63M +$6.54M +158,976 +11%
State Street
15
State Street
Massachusetts
$61.4M +$1.21M +29,430 +2%
Ameriprise
16
Ameriprise
Minnesota
$59.3M -$28.2M -686,098 -32%
PCH
17
Polar Capital Holdings
United Kingdom
$53.3M -$2.06M -50,000 -4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$50.1M +$2.22M +54,043 +5%
Jennison Associates
19
Jennison Associates
New York
$48.8M -$3.11M -75,636 -6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$45.9M +$1.67M +40,558 +4%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$45.8M +$249K +6,068 +0.5%
JSP
22
Jackson Square Partners
California
$45M +$45.9M +1,117,102 New
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$38M +$415K +10,098 +1%
CIP
24
Champlain Investment Partners
Vermont
$31.2M +$31.8M +774,153 New
Wells Fargo
25
Wells Fargo
California
$26.9M -$1.37M -33,396 -5%

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.