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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$1.95M +$17.5K +299 +0.9%
Mirae Asset Global Investments
227
Mirae Asset Global Investments
South Korea
$1.94M +$345K +5,901 +21%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$1.93M +$53.7K +918 +3%
CCA
229
Covey Capital Advisors
Georgia
$1.93M +$148K +2,526 +8%
KA
230
Klingman & Associates
New York
$1.91M +$526 +9 +0%
ECM
231
ExodusPoint Capital Management
New York
$1.91M -$9.3M -159,088 -83%
NYLIM
232
New York Life Investment Management
New York
$1.9M +$7.37K +126 +0.4%
TPSF
233
Texas Permanent School Fund
Texas
$1.9M +$13.3K +228 +0.7%
SOADOR
234
State of Alaska Department of Revenue
Alaska
$1.87M +$20.2K +345 +1%
PP
235
Prudential plc
United Kingdom
$1.87M +$361K +6,178 +23%
AIM
236
Achmea Investment Management
Netherlands
$1.87M -$583K -9,969 -22%
KNW
237
Kesler Norman & Wride
Utah
$1.84M +$622K +10,634 +49%
HCA
238
Hyperion Capital Advisors
New York
$1.82M
X
239
Xponance
Pennsylvania
$1.82M -$473K -8,095 -20%
TIM
240
Triad Investment Management
California
$1.81M +$105K +1,798 +6%
PAM
241
Panagora Asset Management
Massachusetts
$1.79M -$2.41M -41,225 -57%
JMPWA
242
JP Morgan Private Wealth Advisors
California
$1.78M +$306K +5,235 +20%
CCM
243
Coldstream Capital Management
Washington
$1.77M +$1.82M +31,123 New
Robeco Institutional Asset Management
244
Robeco Institutional Asset Management
Netherlands
$1.76M -$12.1M -206,973 -87%
JF
245
Jump Financial
Illinois
$1.73M +$974K +16,655 +121%
US Bancorp
246
US Bancorp
Minnesota
$1.73M -$244K -4,180 -12%
LFS
247
Legacy Financial Strategies
Kansas
$1.72M +$113K +1,927 +7%
BRCM
248
Bright Rock Capital Management
Massachusetts
$1.71M
CG
249
Carmignac Gestion
France
$1.68M +$95.8K +1,638 +6%
WTC
250
WhitTier Trust Company
Nevada
$1.66M -$79.5K -1,360 -4%