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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 %
GAM
276
Gemmer Asset Management
California
$28K +$29 +1 +0.1%
S
277
SignatureFD
Georgia
$26K +$17.7K +595 +214%
SMG
278
Spectrum Management Group
Indiana
$24K – – –
RCAG
279
Rehmann Capital Advisory Group
Michigan
$21.3K – – –
FPFS
280
First Personal Financial Services
North Carolina
$20K – – –
OIA
281
OneDigital Investment Advisors
Kansas
$19K -$6.37K -216 -25%
CAM
282
Cresset Asset Management
Illinois
$17K +$13.7K +468 +422%
SCM
283
Shelton Capital Management
Colorado
$16.4K -$538K -15,877 -97%
FNB
284
Farmers National Bank
Kentucky
$16K +$16K +545 New
OAJ
285
Ogorek Anthony Joseph
New York
$14K – – –
IA
286
IFP Advisors
Florida
$12K -$55.5K -1,849 -82%
TL
287
TrueWealth LLC
Georgia
$12K – – –
TWA
288
TCI Wealth Advisors
Arizona
$12K +$699 +24 +6%
CFGS
289
Concourse Financial Group Securities
Alabama
$10K – – –
PA
290
Parallel Advisors
California
$10K +$2.07K +68 +26%
PFO
291
Pathstone Family Office
New Jersey
$10K +$10K +350 New
DWM
292
Destination Wealth Management
California
$10K +$10K +354 New
PCP
293
Proficio Capital Partners
Massachusetts
$9K – – –
LFA
294
Legacy Financial Advisors
Kentucky
$9K +$1.13K +38 +14%
PCG
295
Private Capital Group
Connecticut
$7K – – –
DAM
296
Delta Asset Management
Tennessee
$7K – – –
VFA
297
Valeo Financial Advisors
Indiana
$6K – – –
CFA
298
Carroll Financial Associates
North Carolina
$6K – – –
SA
299
SRH Advisors
Kansas
$4K – – –
SF
300
Synovus Financial
Georgia
$3K -$3.19K -118 -52%
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