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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
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$476M -$13.6M -324,161 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M +$41M +973,040 +12%
Capital World Investors
3
Capital World Investors
California
$264M +$89.4K +2,124 +0%
ZP
4
Zimmer Partners
New York
$216M -$7.75M -183,994 -4%
BlackRock
5
BlackRock
New York
$181M +$20.5M +486,706 +14%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$153M +$1.28M +30,430 +0.9%
Artisan Partners
7
Artisan Partners
Wisconsin
$128M +$24.6K +584 +0%
William Blair & Company
8
William Blair & Company
Illinois
$114M -$718K -17,059 -0.7%
Morgan Stanley
9
Morgan Stanley
New York
$85.5M -$10.3M -244,338 -11%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$85.4M +$3.49M +82,943 +5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$80.7M +$619K +14,707 +0.8%
JSP
12
Jackson Square Partners
California
$76.4M +$24.7M +585,742 +52%
CIP
13
Champlain Investment Partners
Vermont
$74.6M +$37.4M +887,459 +115%
SIMG
14
Stephens Investment Management Group
Texas
$74.6M +$1.47M +34,964 +2%
State Street
15
State Street
Massachusetts
$72.6M +$3.79M +90,007 +6%
Victory Capital Management
16
Victory Capital Management
Texas
$71.1M -$1.27M -30,286 -2%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$70.6M +$312K +7,405 +0.5%
Ameriprise
18
Ameriprise
Minnesota
$66.3M +$141K +3,359 +0.2%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$62M +$5.74M +136,355 +11%
American Century Companies
20
American Century Companies
Missouri
$62M +$58.1M +1,380,454 New
PCH
21
Polar Capital Holdings
United Kingdom
$59.5M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$59M +$7.39M +175,432 +15%
Jennison Associates
23
Jennison Associates
New York
$51.5M -$2.75M -65,287 -5%
Barclays
24
Barclays
United Kingdom
$47.5M +$44.4M +1,055,541 +34,779%
Norges Bank
25
Norges Bank
Norway
$44.6M +$15.1M +358,032 +56%

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.