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Brown & Brown

456 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $818K

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0.19% more ownership

Funds ownership: 70.33%70.52% (+0.19%)

4% less capital invested

Capital invested by funds: $9.45B → $9.09B (-$359M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 463456 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
159
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$429K +9,357 +74%
Nomura Holdings
252
Nomura Holdings
Japan
$1.01M +$1.01M +22,000 New
TI
253
tru Independence
Oregon
$981K +$73.1K +1,593 +8%
HAIM
254
Hunter Associates Investment Management
Pennsylvania
$969K +$633K +13,800 +186%
VI
255
Vestcor Inc
New Brunswick, Canada
$965K +$292K +6,370 +43%
CAM
256
Cacti Asset Management
Georgia
$960K
Neuberger Berman Group
257
Neuberger Berman Group
New York
$956K +$973K +21,204 New
TC
258
TwinBeech Capital
New York
$953K -$26.8K -584 -3%
HIS
259
Harvest Investment Services
Illinois
$930K +$98.6K +2,149 +12%
RJT
260
Raymond James Trust
Florida
$924K +$22.9K +500 +3%
CB
261
Commerce Bank
Missouri
$913K +$40K +872 +5%
V
262
Veritable
Delaware
$896K -$32.4K -707 -3%
ESCM
263
Echo Street Capital Management
New York
$894K +$897K +19,554 New
WBC
264
Westpac Banking Corp
Australia
$892K
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$885K -$964 -21 -0.1%
JMPWA
266
JP Morgan Private Wealth Advisors
California
$885K +$23.7K +516 +3%
CIC
267
Crawford Investment Counsel
Georgia
$849K +$36.7K +800 +5%
WTC
268
WhitTier Trust Company
Nevada
$837K +$98.1K +2,138 +13%
UH
269
Unigestion Holding
Switzerland
$830K -$79.8K -1,739 -9%
OFS
270
Orrstown Financial Services
Pennsylvania
$826K -$1.97K -43 -0.2%
CI
271
CX Institutional
Indiana
$823K +$2.11K +46 +0.3%
MSRPS
272
Maryland State Retirement & Pension System
Maryland
$823K +$826K +17,999 New
CANY
273
Caxton Associates (New York)
New York
$811K +$814K +17,733 New
EMPI
274
Elo Mutual Pension Insurance
Finland
$806K +$25.2K +548 +3%
FHB
275
First Hawaiian Bank
Hawaii
$794K -$217K -4,730 -21%