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Brown & Brown
BRO

Overview Fund Activity

320 hedge funds and large institutions have $5.96B invested in Brown & Brown in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
37
Increased
101
Reduced
117
Closed
34
Calls
$5.05M
Puts
–
Net Calls
+$5.05M
Net Calls Change
+$5.05M

Top Buyers

1
NIPH
NN Investment Partners Holdings
Netherlands
+$120M
2
Citadel Advisors
Citadel Advisors
Florida
+$34M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$18M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.97M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$43.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$28.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$25.8M
4
Invesco
Invesco
Georgia
-$22.7M
5
PC
Polar Capital
United Kingdom
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$118K – – –
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$115K +$115K +2,168 New
BAM
253
Bruderman Asset Management
New York
$113K +$10.4K +353 +10%
MFW
254
Mosaic Family Wealth
Missouri
$112K – – –
OAM
255
Oppenheimer Asset Management
New York
$105K -$176 -6 -0.2%
ST
256
Smithfield Trust
Pennsylvania
$105K – – –
AIM
257
Anchor Investment Management
South Carolina
$103K +$2.95K +100 +3%
IUHSA
258
Itau Unibanco Holding S.A.
Brazil
$95K – – –
CIAS
259
Capital Investment Advisory Services
North Carolina
$86K -$4.01K -136 -4%
Macquarie Group
260
Macquarie Group
Australia
$86K +$71.3K +2,430 +486%
MDCM
261
Morgan Dempsey Capital Management
Wisconsin
$85K – – –
GAM
262
GQ Asset Management
New York
$81K +$81K +2,759 New
RCG
263
Ruggie Capital Group
Florida
$65K +$176 +6 +0.3%
RFC
264
Regions Financial Corp
Alabama
$59K – – –
QT
265
Quantamental Technologies
New York
$56K +$11.3K +384 +25%
QCG
266
Quadrant Capital Group
Ohio
$54K +$50.4K +1,775 +1,409%
TNBTD
267
Trustmark National Bank Trust Department
Mississippi
$50K – – –
CWA
268
Clarus Wealth Advisors
Arizona
$49K +$118 +4 +0.2%
AS
269
Altshuler Shaham
Israel
$44K +$14.3K +480 +48%
PCM
270
Penserra Capital Management
California
$40K +$40K +1,284 New
AF
271
Advisornet Financial
Minnesota
$38K – – –
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$33K -$10.5K -359 -24%
SIAS
273
Shine Investment Advisory Services
Colorado
$33K – – –
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$33K +$33K +1,123 New
GEA
275
Glen Eagle Advisors
New Jersey
$29.5K – – –
9 10
11
12 13