We are live on ! Find out more
BRO icon

Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
UH
251
Unigestion Holding
Switzerland
$944K -$383K -8,331 -30%
WCM Investment Management
252
WCM Investment Management
California
$938K +$26.1K +568 +3%
RJT
253
Raymond James Trust
Florida
$934K -$38.6K -838 -4%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$929K -$1.25M -27,059 -58%
WBC
255
Westpac Banking Corp
Australia
$925K
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$919K -$10.2K -221 -1%
KeyBank National Association
257
KeyBank National Association
Ohio
$918K -$98.5K -2,140 -10%
CL
258
CIM LLC
New York
$910K +$30.9K +672 +3%
TRCT
259
Tower Research Capital (TRC)
New York
$906K +$380K +8,250 +76%
PA
260
Profund Advisors
Maryland
$905K +$33.6K +731 +4%
CB
261
Commerce Bank
Missouri
$905K +$444K +9,645 +102%
JMPWA
262
JP Morgan Private Wealth Advisors
California
$893K +$28.2K +613 +3%
HIS
263
Harvest Investment Services
Illinois
$863K +$838K +18,212 New
CI
264
CX Institutional
Indiana
$851K -$4.88K -106 -0.6%
OFS
265
Orrstown Financial Services
Pennsylvania
$844K -$75.4K -1,638 -8%
CIC
266
Crawford Investment Counsel
Georgia
$842K -$185K -4,010 -18%
Walleye Trading
267
Walleye Trading
New York
$836K +$812K +17,643 New
TA
268
Teton Advisors
New York
$833K -$341K -7,400 -30%
PFS
269
Prospera Financial Services
Texas
$813K +$607K +13,192 +334%
EMPI
270
Elo Mutual Pension Insurance
Finland
$810K +$787K +17,091 New
AAM
271
Advisors Asset Management
Colorado
$799K +$115K +2,506 +17%
MSAM
272
Moloney Securities Asset Management
Missouri
$795K +$772K +16,761 New
OAM
273
Oppenheimer Asset Management
New York
$794K +$552K +12,003 +254%
AIL
274
AGF Investments LLC
Ontario, Canada
$793K -$631K -13,698 -45%
HH
275
HWG Holdings
Texas
$790K -$24.3K -527 -3%