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Brown & Brown
BRO

Overview Fund Activity

268 hedge funds and large institutions have $4.38B invested in Brown & Brown in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+7
Holders Change %
+2.68%
% of All Funds
6.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
28
Increased
109
Reduced
91
Closed
20
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$241K

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$165M
2
Victory Capital Management
Victory Capital Management
Texas
$90.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$484M
4
Wells Fargo
Wells Fargo
California
$244M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$152M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.85M
2
FPP
Findlay Park Partners
United Kingdom
$141M
3
American Century Companies
American Century Companies
Missouri
$74.7M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$20.3M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
251
Orrstown Financial Services
Pennsylvania
$18K +$4.17K +190 +30%
GT
252
Glenmede Trust
Pennsylvania
$16K – – –
WCBA
253
Weaver C. Barksdale & Associates
Tennessee
$9K -$425 -20 -5%
SIAS
254
Shine Investment Advisory Services
Colorado
$9K +$9K +430 New
DADC
255
D.A. Davidson & Co
Montana
$8K – – –
TWA
256
TCI Wealth Advisors
Arizona
$8K – – –
PCP
257
Proficio Capital Partners
Massachusetts
$6K – – –
LWCFA
258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6K +274 New
VCM
259
Versant Capital Management
Arizona
$5K – – –
HR
260
Howe & Rusling
New York
$4K – – –
CFA
261
Carroll Financial Associates
North Carolina
$3K -$651 -36 -18%
SA
262
SRH Advisors
Kansas
$3K – – –
NCM
263
Nelson Capital Management
California
$3K +$3K +200 New
PHK
264
Point72 Hong Kong
Hong Kong
$1K -$11.9K -620 -92%
QI
265
QS Investors
New York
$1K – – –
SWA
266
Sutton Wealth Advisors
Florida
$474 – – –
Millennium Management
267
Millennium Management
New York
– -$8.39M -401,986 Closed
ESCM
268
Echo Street Capital Management
New York
– -$5.84M -279,880 Closed
PFC
269
Phocas Financial Corp
California
– -$5.01M -240,192 Closed
UR
270
USCA RIA
Texas
– -$2.18M -104,266 Closed
Nuveen Asset Management
271
Nuveen Asset Management
Illinois
– -$1.41M -67,688 Closed
B
272
Barings
North Carolina
– -$1.28M -61,200 Closed
VKH
273
Virtu KCG Holdings
New York
– -$1.18M -56,354 Closed
CG
274
Clinton Group
New York
– -$1.02M -48,702 Closed
TCM
275
Teza Capital Management
Illinois
– -$760K -36,440 Closed
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