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Brown & Brown
BRO

Overview Fund Activity

452 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, 158 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.96%
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
158
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
+$45.5M
2
Select Equity Group
Select Equity Group
New York
+$38.4M
3
Millennium Management
Millennium Management
New York
+$35.3M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$28.5M
5
SCM
Snyder Capital Management
California
+$19.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$60.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$42.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$26.8M
5
AAMU
Amundi Asset Management US
Massachusetts
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
276
Private Trust Company
Ohio
$754K – – –
CP
277
Cumberland Partners
Ontario, Canada
$754K +$754K +16,500 New
PFS
278
Prospera Financial Services
Texas
$752K -$31K -679 -4%
AAM
279
Advisors Asset Management
Colorado
$746K -$24.7K -540 -3%
AIM
280
Achmea Investment Management
Netherlands
$724K -$3.74M -81,866 -84%
SEI Investments
281
SEI Investments
Pennsylvania
$713K -$1.56M -34,220 -69%
BWA
282
BDO Wealth Advisors
Florida
$710K +$6.17K +135 +0.9%
PA
283
Profund Advisors
Maryland
$670K -$202K -4,428 -23%
SAM
284
Shell Asset Management
Netherlands
$664K -$2M -43,853 -75%
Macquarie Group
285
Macquarie Group
Australia
$664K +$1.46K +32 +0.2%
NICM
286
Neo Ivy Capital Management
New York
$650K +$650K +14,218 New
ZIC
287
ZWJ Investment Counsel
Georgia
$642K +$642K +14,055 New
OAM
288
Oppenheimer Asset Management
New York
$632K -$132K -2,895 -17%
KCM
289
Kennedy Capital Management
Missouri
$619K +$362K +7,913 +140%
AIL
290
AGF Investments LLC
Ontario, Canada
$616K -$148K -3,249 -19%
OAM
291
Optimal Asset Management
California
$613K +$164K +3,600 +37%
SCM
292
Shelton Capital Management
Colorado
$599K – – –
M&T Bank
293
M&T Bank
New York
$596K -$54.4K -1,191 -8%
GTCM
294
Gyon Technologies Capital Management
New Jersey
$574K +$307K +6,721 +115%
WS
295
Wedbush Securities
California
$572K -$8.41K -184 -1%
CC
296
Cipher Capital
New York
$554K +$554K +12,116 New
MPM
297
Meritage Portfolio Management
Kansas
$543K – – –
Nordea Investment Management
298
Nordea Investment Management
Sweden
$539K +$28.3K +620 +6%
B
299
BP
United Kingdom
$529K -$199K -4,367 -27%
WAM
300
World Asset Management
Michigan
$519K +$29.5K +554 +6%
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