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Brown & Brown
BRO

Overview Fund Activity

271 hedge funds and large institutions have $4.59B invested in Brown & Brown in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+13
Holders Change %
+5.04%
% of All Funds
6.79%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
41
Increased
99
Reduced
85
Closed
26
Calls
$588K
Puts
$211K
Net Calls
+$377K
Net Calls Change
-$264K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$72.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$22.5M
3
Select Equity Group
Select Equity Group
New York
+$22.3M
4
CRM
Capital Returns Management
New York
+$20.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$17.1M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$69.6M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$41M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$24.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$23M
5
Renaissance Technologies
Renaissance Technologies
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
226
Brown Brothers Harriman & Co
New York
$157K +$157K +7,000 New
TRCT
227
Tower Research Capital (TRC)
New York
$145K -$221K -9,868 -60%
IIC
228
Integrated Investment Consultants
Michigan
$140K +$8.96K +400 +7%
WAM
229
Wealthspire Advisors (Maryland)
Maryland
$134K -$22.8K -1,018 -15%
IR
230
Invictus RG
Bermuda
$128K +$128K +5,712 New
AAM
231
Advisors Asset Management
Colorado
$121K -$4.48K -200 -4%
IA
232
IFP Advisors
Florida
$116K +$360 +16 +0.3%
Walleye Trading
233
Walleye Trading
New York
$109K +$109K +4,846 New
AIM
234
Anchor Investment Management
South Carolina
$90.6K – – –
Nomura Asset Management
235
Nomura Asset Management
Japan
$89K +$89K +3,980 New
ST
236
Smithfield Trust
Pennsylvania
$80K – – –
Fuller & Thaler Asset Management
237
Fuller & Thaler Asset Management
California
$58K – – –
RCG
238
Ruggie Capital Group
Florida
$48K +$178 +8 +0.4%
PG
239
PEAK6 Group
Illinois
$43K +$43K +1,922 New
PHK
240
Point72 Hong Kong
Hong Kong
$33K +$33K +1,476 New
GAM
241
Gemmer Asset Management
California
$30K – – –
Simplex Trading
242
Simplex Trading
Illinois
$29K +$29K +1,306 New
LTFS
243
Ladenburg Thalmann Financial Services
Florida
$28K -$90 -4 -0.3%
WA
244
WFG Advisors
Texas
$28K +$3.07K +136 +12%
NIT
245
NumerixS Investment Technologies
British Columbia, Canada
$27K +$27K +1,200 New
MWM
246
MinichMacGregor Wealth Management
New York
$26K – – –
Creative Planning
247
Creative Planning
Kansas
$26K +$45 +2 +0.2%
PCM
248
Penserra Capital Management
California
$26K +$5.48K +246 +27%
EA
249
Edge Advisors
Georgia
$22K +$22K +1,000 New
ClearBridge Investments
250
ClearBridge Investments
New York
$18K +$18K +820 New
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