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Ryan Specialty Holdings

255 hedge funds and large institutions have $3.87B invested in Ryan Specialty Holdings in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $2.02M

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

6% more funds holding

Funds holding: 241255 (+14)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

0.53% less ownership

Funds ownership: 76.59%76.06% (-0.53%)

10% less capital invested

Capital invested by funds: $4.32B → $3.87B (-$453M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
36
Increased
92
Reduced
90
Closed
22
Calls
$4.29M
Puts
$2.02M
Net Calls
+$2.27M
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$436M -$2.51M -55,587 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$404M +$8.97M +198,945 +2%
Capital World Investors
3
Capital World Investors
California
$253M
ZP
4
Zimmer Partners
New York
$207M
BlackRock
5
BlackRock
New York
$189M +$9.16M +203,041 +5%
CIP
6
Champlain Investment Partners
Vermont
$166M +$58.8M +1,304,580 +51%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$134M +$704K +15,620 +0.5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$125M +$22.1M +490,151 +20%
William Blair & Company
9
William Blair & Company
Illinois
$116M +$2.23M +49,425 +2%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$86.9M +$109K +2,420 +0.1%
Artisan Partners
11
Artisan Partners
Wisconsin
$84.9M -$38.9M -863,116 -30%
Victory Capital Management
12
Victory Capital Management
Texas
$84.2M +$7.14M +158,322 +9%
State Street
13
State Street
Massachusetts
$83.4M +$9.07M +201,050 +12%
Morgan Stanley
14
Morgan Stanley
New York
$73.3M -$18.1M -401,383 -19%
SIMG
15
Stephens Investment Management Group
Texas
$69.6M -$5.35M -118,582 -7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$69.2M +$3.9M +86,535 +6%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$65M +$14.1M +312,066 +26%
Bessemer Group
18
Bessemer Group
New Jersey
$61.9M +$64.8M +1,437,797 New
JSP
19
Jackson Square Partners
California
$60.2M -$7.91M -175,382 -11%
Ameriprise
20
Ameriprise
Minnesota
$59.9M -$4.18M -92,632 -6%
Barclays
21
Barclays
United Kingdom
$58.3M +$19.1M +423,483 +45%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$57M -$4.15M -91,980 -6%
PCH
23
Polar Capital Holdings
United Kingdom
$55.4M
American Century Companies
24
American Century Companies
Missouri
$54.3M -$16.4M -363,493 -22%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$42.7M -$17.8M -394,655 -28%

RYAN Hedge Fund Activity: Q4 2023 in Review

255 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q4 2023, worth a combined $3.87B — down 10% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RYAN positions and 22 closed out — a net gain of 14 holders — while 92 added to existing stakes and 90 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $64.8M. The largest seller was Boston Partners, cutting an estimated $44.6M.

  • 255 institutional investors held Ryan Specialty Holdings (RYAN) as of Q4 2023, up from 241 in Q3 2023.
  • Funds reported $3.87B of Ryan Specialty Holdings stock for Q4 2023, down 10% quarter-over-quarter.
  • 36 funds opened new Ryan Specialty Holdings positions in Q4 2023 and 22 closed out, a net change of +14 holders.
  • The largest Ryan Specialty Holdings buyer in Q4 2023 was Bessemer Group, an estimated $64.8M added.
  • The largest Ryan Specialty Holdings seller in Q4 2023 was Boston Partners, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2023.