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Brown & Brown

323 hedge funds and large institutions have $5.95B invested in Brown & Brown in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 132 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+17
Holders Change %
+5.56%
% of All Funds
7.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
132
Reduced
95
Closed
20
Calls
$2.38M
Puts
Net Calls
+$2.38M
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Shares
Change %
JA
301
JOYN Advisors
Georgia
$10K +$2.33K +81 +30%
PCP
302
Proficio Capital Partners
Massachusetts
$9K +$332 +11 +4%
RWA
303
River Wealth Advisors
Pennsylvania
$7K
DAM
304
Delta Asset Management
Tennessee
$7K +$7K +250 New
PCG
305
Private Capital Group
Connecticut
$7K +$7K +250 New
LFA
306
Legacy Financial Advisors
Kentucky
$6K
CFA
307
Carroll Financial Associates
North Carolina
$6K +$449 +16 +8%
VFA
308
Valeo Financial Advisors
Indiana
$5K +$341 +12 +7%
SA
309
SRH Advisors
Kansas
$4K
PMFA
310
Plante Moran Financial Advisors
Michigan
$4K +$4K +119 New
VCM
311
Versant Capital Management
Arizona
$3K -$3.44K -117 -53%
QCG
312
Quadrant Capital Group
Ohio
$3K
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$3K
GWS
314
Glassman Wealth Services
Virginia
$2K -$400 -12 -17%
CAW
315
Cornerstone Advisors (Washington)
Washington
$2K
CCM
316
Cribstone Capital Management
Maine
$2K
SWM
317
SeaCrest Wealth Management
New York
$2K
ML
318
McAdam LLC
Pennsylvania
$2K +$136 +4 +7%
SWA
319
Sutton Wealth Advisors
Florida
$1.01K +$355 +12 +55%
QI
320
QS Investors
New York
$1K
EARNEST Partners
321
EARNEST Partners
Georgia
$1K
CAG
322
Csenge Advisory Group
Florida
$1K +$1K +44 New
MCM
323
Monument Capital Management
Virginia
$1K +$1K +47 New
WG
324
Winton Group
United Kingdom
-$22.1M -798,627 Closed
Canada Pension Plan Investment Board
325
Canada Pension Plan Investment Board
Ontario, Canada
-$3.31M -119,400 Closed