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Brown & Brown

456 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $818K

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0.19% more ownership

Funds ownership: 70.33%70.52% (+0.19%)

4% less capital invested

Capital invested by funds: $9.45B → $9.09B (-$359M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 463456 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
159
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
226
SRN Advisors
Pennsylvania
$1.31M -$217K -4,732 -14%
DnB Asset Management
227
DnB Asset Management
Norway
$1.3M +$161K +3,517 +14%
SPIA
228
Steward Partners Investment Advisory
New York
$1.3M +$202K +4,408 +18%
EVM
229
Eaton Vance Management
Massachusetts
$1.28M +$4.91K +107 +0.4%
Squarepoint
230
Squarepoint
New York
$1.27M +$580K +12,634 +83%
CCM
231
Coldstream Capital Management
Washington
$1.24M +$140K +3,049 +13%
CGH
232
Crossmark Global Holdings
Texas
$1.23M -$5.05K -110 -0.4%
Citadel Advisors
233
Citadel Advisors
Florida
$1.23M -$43M -937,920 -97%
PP
234
Prudential plc
United Kingdom
$1.23M -$370K -8,066 -23%
MYAM
235
Meiji Yasuda Asset Management
Japan
$1.22M +$50.9K +1,110 +4%
NAM
236
Nissay Asset Management
Japan
$1.19M -$18K -392 -1%
X
237
Xponance
Pennsylvania
$1.19M -$2.66K -58 -0.2%
CWM
238
CIBC World Markets
New York
$1.15M +$1.15M +25,140 New
Pacer Advisors
239
Pacer Advisors
Pennsylvania
$1.14M +$27.2K +592 +2%
II
240
IFM Investors
Australia
$1.14M +$78.4K +1,708 +7%
CL
241
CIM LLC
New York
$1.12M +$27.1K +591 +3%
GT
242
Glenmede Trust
Pennsylvania
$1.1M +$640K +13,934 +137%
HA
243
Harbor Advisors
Florida
$1.1M
TRCT
244
Tower Research Capital (TRC)
New York
$1.08M +$206K +4,490 +23%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$1.07M
FA
246
Faithward Advisors
Pennsylvania
$1.06M +$1.06M +23,104 New
KeyBank National Association
247
KeyBank National Association
Ohio
$1.04M +$159K +3,465 +18%
KNW
248
Kesler Norman & Wride
Utah
$1.03M -$826 -18 -0.1%
WCM Investment Management
249
WCM Investment Management
California
$1.01M +$111K +2,421 +12%
SAM
250
Securian Asset Management
Minnesota
$1.01M -$11.7K -255 -1%