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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
276
CX Institutional
Indiana
$1.08M +$41.5K +710 +4%
PFO
277
Pathstone Family Office
New Jersey
$1.08M +$371K +6,350 +30%
PFS
278
Prospera Financial Services
Texas
$1.08M -$12.7K -218 -1%
BBHC
279
Brown Brothers Harriman & Co
New York
$1.07M +$61.9K +1,058 +6%
VPIM
280
Vanguard Personalized Indexing Management
California
$1.06M -$12.7K -218 -1%
EMPI
281
Elo Mutual Pension Insurance
Finland
$1.06M +$34.9K +597 +3%
KRS
282
Kentucky Retirement Systems
Kentucky
$1.05M +$4.74K +81 +0.4%
Mackenzie Financial
283
Mackenzie Financial
Ontario, Canada
$1.05M +$180K +3,073 +20%
OPERF
284
Oregon Public Employees Retirement Fund
Oregon
$1.03M +$15.2K +260 +1%
CFM
285
Coronation Fund Managers
South Africa
$1.03M +$1.06M +18,071 New
MSRPS
286
Maryland State Retirement & Pension System
Maryland
$1.03M
MF
287
Magnetar Financial
Illinois
$1.02M +$1.05M +17,880 New
KeyBank National Association
288
KeyBank National Association
Ohio
$1.02M -$204K -3,484 -16%
Nomura Holdings
289
Nomura Holdings
Japan
$994K -$47.5K -812 -4%
LA
290
Lindenwold Advisors
Pennsylvania
$988K -$115K -1,970 -10%
HIMCH
291
Hartford Investment Management Co (HIMCO)
Connecticut
$983K -$316K -5,399 -24%
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$970K
VAS
293
Vestmark Advisory Solutions
Massachusetts
$968K +$24.3K +416 +3%
EWM
294
Evermay Wealth Management
Virginia
$967K -$87.7K -1,500 -8%
RJT
295
Raymond James Trust
Florida
$955K +$58.8K +1,006 +6%
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$951K +$68.5K +1,172 +8%
CL
297
CIM LLC
New York
$943K -$38.2K -653 -4%
SRAM
298
Spouting Rock Asset Management
Pennsylvania
$940K
TCM
299
Tributary Capital Management
Nebraska
$925K +$129K +2,211 +16%
CS
300
Candriam SCA
Luxembourg
$924K +$949K +16,227 New