We are live on ! Find out more
BRO icon

Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
226
Guggenheim Capital
Illinois
$1.33M +$253K +5,493 +24%
EVM
227
Eaton Vance Management
Massachusetts
$1.32M +$16.3K +354 +1%
CGH
228
Crossmark Global Holdings
Texas
$1.28M +$35.4K +770 +3%
NAM
229
Nissay Asset Management
Japan
$1.25M +$18K +392 +2%
X
230
Xponance
Pennsylvania
$1.23M -$9.34K -203 -0.8%
BF
231
BOK Financial
Oklahoma
$1.23M +$75.9K +1,648 +7%
VRS
232
Virginia Retirement Systems
Virginia
$1.22M +$382K +8,300 +47%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$1.21M -$14.5K -314 -1%
MYAM
234
Meiji Yasuda Asset Management
Japan
$1.21M +$23.5K +510 +2%
DnB Asset Management
235
DnB Asset Management
Norway
$1.19M -$99.8K -2,169 -8%
EGM
236
Engineers Gate Manager
New York
$1.18M +$1.15M +24,962 New
Pacer Advisors
237
Pacer Advisors
Pennsylvania
$1.16M -$1.36M -29,518 -55%
CCM
238
Coldstream Capital Management
Washington
$1.14M +$143K +3,099 +15%
SPIA
239
Steward Partners Investment Advisory
New York
$1.14M -$35.9K -779 -3%
HA
240
Harbor Advisors
Florida
$1.14M
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$1.11M +$11.8K +256 +1%
II
242
IFM Investors
Australia
$1.1M +$144K +3,135 +16%
KNW
243
Kesler Norman & Wride
Utah
$1.06M +$1.03M +22,460 New
SAM
244
Securian Asset Management
Minnesota
$1.06M -$20.6K -447 -2%
FHB
245
First Hawaiian Bank
Hawaii
$1.05M -$38.7K -840 -4%
TC
246
TwinBeech Capital
New York
$1.02M +$987K +21,438 New
AC
247
Athanor Capital
New York
$999K -$111K -2,406 -10%
CAM
248
Cacti Asset Management
Georgia
$971K
V
249
Veritable
Delaware
$963K +$60.3K +1,311 +7%
HighTower Advisors
250
HighTower Advisors
Illinois
$959K +$67.7K +1,471 +8%