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Brown & Brown

258 hedge funds and large institutions have $3.86B invested in Brown & Brown in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 84

8% more funds holding

Funds holding: 238258 (+20)

0% more capital invested

Capital invested by funds: $3.86B → $3.86B (+$974K)

0.18% less ownership

Funds ownership: 147.12%146.94% (-0.18%)

Holders
258
Holders Change
+20
Holders Change %
+8.4%
% of All Funds
6.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
35
Increased
104
Reduced
84
Closed
13
Calls
$641K
Puts
Net Calls
+$641K
Net Calls Change
+$635K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Smithfield Trust
Pennsylvania
$67K
Fuller & Thaler Asset Management
227
Fuller & Thaler Asset Management
California
$49K +$48.1K +2,600 New
RCG
228
Ruggie Capital Group
Florida
$41K +$111 +6 +0.3%
S
229
SignatureFD
Georgia
$26K +$21.6K +1,170 +532%
JFA
230
JNBA Financial Advisors
Minnesota
$26K +$25.7K +1,390 New
GAM
231
Gemmer Asset Management
California
$25K
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$23K -$24.8K -1,340 -52%
MWM
233
MinichMacGregor Wealth Management
New York
$22K
Creative Planning
234
Creative Planning
Kansas
$22K +$2.85K +154 +15%
WA
235
WFG Advisors
Texas
$21K +$37 +2 +0.2%
PCM
236
Penserra Capital Management
California
$17K +$6.81K +368 +66%
GT
237
Glenmede Trust
Pennsylvania
$15K
HNB
238
Huntington National Bank
Ohio
$11K +$10.6K +572 New
TCIM
239
TIAA CREF Investment Management
New York
$9.8K +$2.4M +129,786 +33%
MFS
240
MSI Financial Services
Massachusetts
$8K
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$8K +$407 +22 +5%
OFS
242
Orrstown Financial Services
Pennsylvania
$8K +$5.55K +300 +214%
TWA
243
TCI Wealth Advisors
Arizona
$7K -$3.22K -174 -31%
VCM
244
Versant Capital Management
Arizona
$5K -$111 -6 -2%
PCP
245
Proficio Capital Partners
Massachusetts
$5K +$703 +38 +16%
HR
246
Howe & Rusling
New York
$4K -$2.4K -130 -37%
JIC
247
Joel Isaacson & Co
New York
$4K
SAM
248
Solaris Asset Management
New York
$4K +$4.29K +232 New
CFA
249
Carroll Financial Associates
North Carolina
$3K -$1.7K -92 -31%
SA
250
SRH Advisors
Kansas
$3K