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Ryan Specialty Holdings

241 hedge funds and large institutions have $4.32B invested in Ryan Specialty Holdings in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

79% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 57

61% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $3.6M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $3.77B → $4.32B (+$552M)

13% more funds holding

Funds holding: 213241 (+28)

2.56% more ownership

Funds ownership: 74.03%76.59% (+2.6%)

Holders
241
Holders Change
+28
Holders Change %
+13.15%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
46
Increased
102
Reduced
57
Closed
17
Calls
$5.81M
Puts
$3.6M
Net Calls
+$2.21M
Net Calls Change
-$299K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$493M -$19.3M -415,474 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$445M +$19.8M +428,165 +5%
Capital World Investors
3
Capital World Investors
California
$285M +$106K +2,289 +0%
ZP
4
Zimmer Partners
New York
$233M -$93 -2 -0%
BlackRock
5
BlackRock
New York
$203M +$8.06M +173,893 +4%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$149M -$14.7M -317,659 -9%
Artisan Partners
7
Artisan Partners
Wisconsin
$137M -$834K -17,987 -0.6%
William Blair & Company
8
William Blair & Company
Illinois
$128M +$5.55M +119,822 +5%
CIP
9
Champlain Investment Partners
Vermont
$124M +$41.3M +891,635 +54%
AllianceBernstein
10
AllianceBernstein
Tennessee
$117M +$28.4M +612,190 +34%
Morgan Stanley
11
Morgan Stanley
New York
$102M +$9.3M +200,695 +11%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$97.6M +$5.32M +114,818 +6%
Victory Capital Management
13
Victory Capital Management
Texas
$87.1M +$10M +215,952 +14%
State Street
14
State Street
Massachusetts
$84.1M +$5.62M +121,382 +8%
SIMG
15
Stephens Investment Management Group
Texas
$84M +$3.47M +74,965 +5%
American Century Companies
16
American Century Companies
Missouri
$78.6M +$11.3M +244,490 +18%
JSP
17
Jackson Square Partners
California
$76.3M -$5.89M -127,064 -7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$73.7M +$9.58M +206,705 +16%
Ameriprise
19
Ameriprise
Minnesota
$71.8M +$296K +6,396 +0.4%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$68.5M +$1.61M +34,741 +3%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$67.1M -$8.62M -186,115 -12%
PCH
22
Polar Capital Holdings
United Kingdom
$62.3M -$1.74M -37,500 -3%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$58.1M +$55.6M +1,199,970 New
Jennison Associates
24
Jennison Associates
New York
$57.9M +$2.28M +49,284 +4%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$56.1M +$11.4M +245,827 +27%

RYAN Hedge Fund Activity: Q3 2023 in Review

241 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q3 2023, worth a combined $4.32B — up 15% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new RYAN positions and 17 closed out — a net gain of 29 holders — while 102 added to existing stakes and 57 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $55.6M. The largest seller was Millennium Management, cutting an estimated $43.1M.

  • 241 institutional investors held Ryan Specialty Holdings (RYAN) as of Q3 2023, up from 213 in Q2 2023.
  • Funds reported $4.32B of Ryan Specialty Holdings stock for Q3 2023, up 15% quarter-over-quarter.
  • 46 funds opened new Ryan Specialty Holdings positions in Q3 2023 and 17 closed out, a net change of +29 holders.
  • The largest Ryan Specialty Holdings buyer in Q3 2023 was Sumitomo Mitsui Trust Group, an estimated $55.6M added.
  • The largest Ryan Specialty Holdings seller in Q3 2023 was Millennium Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2023.