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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 %
GT
251
Glenmede Trust
Pennsylvania
$17K – – –
EF
252
Empirical Finance
Pennsylvania
$15K +$15K +630 New
HNB
253
Huntington National Bank
Ohio
$13K – – –
AIL
254
AGF Investments LLC
Ontario, Canada
$11K +$11K +460 New
WCBA
255
Weaver C. Barksdale & Associates
Tennessee
$10K – – –
OFS
256
Orrstown Financial Services
Pennsylvania
$10K – – –
MFS
257
MSI Financial Services
Massachusetts
$10K – – –
PMFA
258
Plante Moran Financial Advisors
Michigan
$10K +$10K +450 New
TWA
259
TCI Wealth Advisors
Arizona
$9K – – –
VCM
260
Versant Capital Management
Arizona
$6K -$43 -2 -0.7%
PCP
261
Proficio Capital Partners
Massachusetts
$6K – – –
HR
262
Howe & Rusling
New York
$5K – – –
CFA
263
Carroll Financial Associates
North Carolina
$4K – – –
JIC
264
Joel Isaacson & Co
New York
$4K – – –
SA
265
SRH Advisors
Kansas
$3K – – –
ZB
266
Zions Bancorporation
Utah
$2K – – –
QCG
267
Quadrant Capital Group
Ohio
$2K – – –
QI
268
QS Investors
New York
$1K – – –
EARNEST Partners
269
EARNEST Partners
Georgia
$1K +$1K +26 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +46 New
SWA
271
Sutton Wealth Advisors
Florida
$493 – – –
KA
272
Kerrisdale Advisers
Florida
– -$10.6M -563,924 Closed
PFMOSF
273
Philadelphia Financial Management of San Francisco
California
– -$6.45M -342,082 Closed
Arrowstreet Capital
274
Arrowstreet Capital
Massachusetts
– -$5.09M -269,800 Closed
HCM
275
Highbridge Capital Management
New York
– -$4.15M -219,852 Closed
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