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Brown & Brown

291 hedge funds and large institutions have $5.13B invested in Brown & Brown in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 269291 (+22)

5% more capital invested

Capital invested by funds: $4.87B → $5.13B (+$259M)

1.56% less ownership

Funds ownership: 144.52%142.97% (-1.6%)

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

Holders
291
Holders Change
+22
Holders Change %
+8.18%
% of All Funds
6.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
46
Increased
87
Reduced
109
Closed
23
Calls
$1.29M
Puts
Net Calls
+$1.29M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
251
OneDigital Investment Advisors
Kansas
$27K
GEA
252
Glen Eagle Advisors
New Jersey
$25.7K
MDCM
253
Morgan Dempsey Capital Management
Wisconsin
$25.6K
GAM
254
Gemmer Asset Management
California
$24K +$50 +2 +0.2%
OFS
255
Orrstown Financial Services
Pennsylvania
$21K
SMG
256
Spectrum Management Group
Indiana
$21K
AS
257
Altshuler Shaham
Israel
$19K +$18.5K +738 New
PHK
258
Point72 Hong Kong
Hong Kong
$18K +$16.5K +656 +1,058%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$16K +$5.78K +230 +61%
C
260
Cerebellum
California
$15K +$14.2K +566 New
MAM
261
Meeder Asset Management
Ohio
$14K +$13.9K +554 New
OAJ
262
Ogorek Anthony Joseph
New York
$13K +$12.7K +504 New
TSW
263
Thompson Siegel & Walmsley
Virginia
$10K -$9.64K -384 -50%
TWA
264
TCI Wealth Advisors
Arizona
$10K
STA
265
Summit Trail Advisors
New York
$10K +$9.04K +360 New
TL
266
TrueWealth LLC
Georgia
$10K +$10.1K +402 New
SWP
267
Stratos Wealth Partners
Ohio
$10K +$10.2K +408 New
WCBA
268
Weaver C. Barksdale & Associates
Tennessee
$9K -$904 -36 -9%
FPFS
269
First Personal Financial Services
North Carolina
$9K +$8.54K +340 New
GFP
270
Gryphon Financial Partners
Ohio
$9K +$8.79K +350 New
CCM
271
Covington Capital Management
California
$9K +$9.04K +360 New
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$8K
VCM
273
Versant Capital Management
Arizona
$8K +$2.56K +102 +41%
PCP
274
Proficio Capital Partners
Massachusetts
$7K -$251 -10 -4%
CTC
275
Central Trust Company
Missouri
$7K