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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
HR
276
Howe & Rusling
New York
$5K
GT
277
Glenmede Trust
Pennsylvania
$4K -$15.6K -620 -78%
CFA
278
Carroll Financial Associates
North Carolina
$4K
SA
279
SRH Advisors
Kansas
$4K
PWM
280
Paulson Wealth Management
Illinois
$4K +$3.52K +140 New
VFA
281
Valeo Financial Advisors
Indiana
$3K +$2.21K +88 +183%
QCG
282
Quadrant Capital Group
Ohio
$2K
WA
283
Winfield Associates
Ohio
$2K
ZB
284
Zions Bancorporation
Utah
$2K
SWM
285
SeaCrest Wealth Management
New York
$2K +$1.51K +60 New
GWS
286
Glassman Wealth Services
Virginia
$2K +$1.81K +72 New
LFA
287
Legacy Financial Advisors
Kentucky
$2K +$2.11K +84 New
QI
288
QS Investors
New York
$1K
EARNEST Partners
289
EARNEST Partners
Georgia
$1K +$653 +26 New
CCM
290
Cribstone Capital Management
Maine
$1K +$1.46K +58 New
SWA
291
Sutton Wealth Advisors
Florida
$566
NFA
292
Nationwide Fund Advisors
Ohio
-$11M -458,090 Closed
WMSA
293
Weiss Multi-Strategy Advisers
New York
-$9.88M -410,000 Closed
FA
294
FDx Advisors
Illinois
-$2.21M -91,562 Closed
ZIG
295
Zurich Insurance Group
Switzerland
-$1.23M -50,924 Closed
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
-$995K -41,290 Closed
ACI
297
AMP Capital Investors
Australia
-$954K -39,600 Closed
MF
298
Magnetar Financial
Illinois
-$781K -32,428 Closed
HHC
299
Hutchin Hill Capital
New York
-$607K -25,200 Closed
ZIC
300
ZWJ Investment Counsel
Georgia
-$364K -15,106 Closed