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Brown & Brown

375 hedge funds and large institutions have $8.05B invested in Brown & Brown in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

28% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 54

15% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $7.19B → $8.05B (+$852M)

1.51% more ownership

Funds ownership: 71.01%72.52% (+1.5%)

0% more funds holding

Funds holding: 375375 (0)

Holders
375
Holders Change
Holders Change %
0%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
69
Increased
133
Reduced
116
Closed
54
Calls
$521K
Puts
Net Calls
+$521K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
226
Piedmont Investment Advisors
North Carolina
$736K -$128K -3,415 -15%
HighTower Advisors
227
HighTower Advisors
Illinois
$731K -$46.8K -1,247 -6%
WIS
228
Wright Investors Service
Connecticut
$724K +$688K +18,329 New
RJT
229
Raymond James Trust
Florida
$721K +$26.1K +694 +4%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$711K -$5.35M -142,381 -89%
ACM
231
AlphaCrest Capital Management
New York
$688K -$546K -14,533 -45%
CI
232
CX Institutional
Indiana
$685K -$3.31K -88 -0.5%
II
233
IFM Investors
Australia
$679K +$646K +17,207 New
PA
234
Profund Advisors
Maryland
$678K -$44.7K -1,191 -6%
LNC
235
Lincoln National Corp
Pennsylvania
$671K
BWA
236
BDO Wealth Advisors
Florida
$668K
PFS
237
Prospera Financial Services
Texas
$643K +$611K +16,279 New
HIMCH
238
Hartford Investment Management Co (HIMCO)
Connecticut
$641K
O
239
Ossiam
France
$638K +$12.6K +335 +2%
William Blair Investment Management
240
William Blair Investment Management
Illinois
$626K -$458K -12,206 -43%
SMDAM
241
Sumitomo Mitsui DS Asset Management
Japan
$614K +$584K +15,561 New
6M
242
6 Meridian
Kansas
$610K +$19.5K +519 +3%
PAM
243
Panagora Asset Management
Massachusetts
$604K
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$600K +$102K +2,711 +22%
WBC
245
Westpac Banking Corp
Australia
$597K +$568K +15,130 New
SCM
246
Shelton Capital Management
Colorado
$590K -$30.6K -816 -5%
Skandinaviska Enskilda Banken (SEB)
247
Skandinaviska Enskilda Banken (SEB)
Sweden
$584K +$556K +14,800 New
KFA
248
Krane Funds Advisors
New York
$548K -$21.3K -566 -4%
WS
249
Wedbush Securities
California
$542K +$16.7K +445 +3%
AAM
250
Arabesque Asset Management
United Kingdom
$537K +$511K +13,600 New