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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 %
WAP
301
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
GWM
302
Geneos Wealth Management
Colorado
$3K – – –
SWA
303
Sutton Wealth Advisors
Florida
$2.15K +$1.15K +39 +115%
VCM
304
Versant Capital Management
Arizona
$2K -$267 -12 -12%
CAW
305
Cornerstone Advisors (Washington)
Washington
$2K – – –
GWS
306
Glassman Wealth Services
Virginia
$2K – – –
CCM
307
Cribstone Capital Management
Maine
$2K – – –
SWM
308
SeaCrest Wealth Management
New York
$2K – – –
AIA
309
Alera Investment Advisors
Illinois
$2K – – –
KPW
310
Kore Private Wealth
New York
$2K +$2K +60 New
BCA
311
Berman Capital Advisors
Georgia
$2K +$2K +75 New
ZB
312
Zions Bancorporation
Utah
$2K +$2K +76 New
MA
313
MUFG Americas
New York
$2K +$2K +84 New
LC
314
Lindbrook Capital
California
$1K – – –
EARNEST Partners
315
EARNEST Partners
Georgia
$1K – – –
CFB
316
Cullen/Frost Bankers
Texas
$1K +$1K +20 New
GT
317
Glenmede Trust
Pennsylvania
$16 -$1.36K -46,435 -99%
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
– -$6.45M -234,000 Closed
AIM
319
Assured Investment Management
New York
– -$5.06M -183,593 Closed
Squarepoint
320
Squarepoint
New York
– -$2.97M -107,575 Closed
RBA
321
Richard Bernstein Advisors
New York
– -$2.17M -78,854 Closed
QSS
322
Quantitative Systematic Strategies
Florida
– -$2.06M -74,812 Closed
Lord, Abbett & Co
323
Lord, Abbett & Co
New Jersey
– -$1.94M -70,400 Closed
SEC
324
Seven Eight Capital
New York
– -$1.86M -67,393 Closed
CM
325
Crestline Management
Texas
– -$1.5M -54,396 Closed
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