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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
MSAM
276
Moloney Securities Asset Management
Missouri
$778K +$11.4K +249 +1%
PTC
277
Private Trust Company
Ohio
$754K
CP
278
Cumberland Partners
Ontario, Canada
$754K +$757K +16,500 New
PFS
279
Prospera Financial Services
Texas
$752K -$31.2K -679 -4%
AAM
280
Advisors Asset Management
Colorado
$746K -$24.8K -540 -3%
AIM
281
Achmea Investment Management
Netherlands
$724K -$3.76M -81,866 -84%
SEI Investments
282
SEI Investments
Pennsylvania
$713K -$1.57M -34,220 -69%
BWA
283
BDO Wealth Advisors
Florida
$710K +$6.2K +135 +0.9%
PA
284
Profund Advisors
Maryland
$670K -$203K -4,428 -23%
SAM
285
Shell Asset Management
Netherlands
$664K -$2.01M -43,853 -75%
Macquarie Group
286
Macquarie Group
Australia
$664K +$1.47K +32 +0.2%
NICM
287
Neo Ivy Capital Management
New York
$650K +$653K +14,218 New
ZIC
288
ZWJ Investment Counsel
Georgia
$642K +$645K +14,055 New
OAM
289
Oppenheimer Asset Management
New York
$632K -$133K -2,895 -17%
KCM
290
Kennedy Capital Management
Missouri
$619K +$363K +7,913 +140%
AIL
291
AGF Investments LLC
Ontario, Canada
$616K -$149K -3,249 -19%
OAM
292
Optimal Asset Management
California
$613K +$165K +3,600 +37%
SLAM
293
Swiss Life Asset Management
$611K -$1.33M -29,038 -68%
SCM
294
Shelton Capital Management
Colorado
$599K
M&T Bank
295
M&T Bank
New York
$596K -$54.7K -1,191 -8%
GTCM
296
Gyon Technologies Capital Management
New Jersey
$574K +$308K +6,721 +115%
WS
297
Wedbush Securities
California
$572K -$8.45K -184 -1%
CC
298
Cipher Capital
New York
$554K +$556K +12,116 New
MPM
299
Meritage Portfolio Management
Kansas
$543K
Nordea Investment Management
300
Nordea Investment Management
Sweden
$539K +$28.5K +620 +6%