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Brown & Brown

239 hedge funds and large institutions have $3.65B invested in Brown & Brown in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $14K | Put options by funds: $2K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.2B → $3.65B (+$454M)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

8.31% more ownership

Funds ownership: 141.69%149.99% (+8.3%)

3% more funds holding

Funds holding: 233239 (+6)

Holders
239
Holders Change
+6
Holders Change %
+2.58%
% of All Funds
6.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
94
Reduced
83
Closed
23
Calls
$14K
Puts
$2K
Net Calls
+$12K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
226
Carroll Financial Associates
North Carolina
$5K
FHA
227
First Horizon Advisors
Tennessee
$5K
JIC
228
Joel Isaacson & Co
New York
$4K
S
229
SignatureFD
Georgia
$4K
PCP
230
Proficio Capital Partners
Massachusetts
$3K +$2.38K +148 New
HW
231
Hancock Whitney
Mississippi
$2.74K +$2.46M +153,268 New
ACM
232
Argentus Capital Management
Texas
$2K
SA
233
SRH Advisors
Kansas
$2K
N
234
Nuveen
North Carolina
$1.75K +$3.21K +200 +0.2%
ZB
235
Zions Bancorporation
Utah
$1K
QI
236
QS Investors
New York
$1K +$257 +16 New
SWA
237
Sutton Wealth Advisors
Florida
$394 +$353 +22 New
PCM
238
Penserra Capital Management
California
$6 -$289 -18 -5%
Citadel Advisors
239
Citadel Advisors
Florida
-$29M -1,808,002 Closed
Millennium Management
240
Millennium Management
New York
-$6.46M -402,416 Closed
ACM
241
Ashford Capital Management
Delaware
-$1.93M -120,496 Closed
SCA
242
Secor Capital Advisors
New York
-$1.47M -91,600 Closed
LCS
243
Levin Capital Strategies
New York
-$1.41M -87,850 Closed
OI
244
Oakbrook Investments
Illinois
-$379K -23,600 Closed
TBC
245
Tweedy, Browne Co
Connecticut
-$356K -22,210 Closed
CC
246
Curian Capital
Colorado
-$251K -15,646 Closed
Tudor Investment Corp
247
Tudor Investment Corp
Connecticut
-$245K -15,268 Closed
RA
248
Royce & Associates
New York
-$177K -11,000 Closed
AAM
249
Advisors Asset Management
Colorado
-$100K -6,200 Closed
Fuller & Thaler Asset Management
250
Fuller & Thaler Asset Management
California
-$35K -2,200 Closed