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Brown & Brown

375 hedge funds and large institutions have $7.19B invested in Brown & Brown in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 112 increasing their positions, 128 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,407% more call options, than puts

Call options by funds: $422K | Put options by funds: $28K

176% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 25

13% more funds holding

Funds holding: 332375 (+43)

8% more capital invested

Capital invested by funds: $6.67B → $7.19B (+$520M)

0.25% more ownership

Funds ownership: 70.76%71.01% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

13% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 128

Holders
375
Holders Change
+43
Holders Change %
+12.95%
% of All Funds
8.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
112
Reduced
128
Closed
25
Calls
$422K
Puts
$28K
Net Calls
+$394K
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Change in
Stake
RP
301
Rowlandmiller & Partners
Georgia
$221K +$10K +280 +5%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$219K -$15.6K -436 -7%
CC
303
Cannell & Co
New York
$216K
FTIOP
304
Fiduciary Trust International of Pennsylvania
Pennsylvania
$216K
HIM
305
Hotaling Investment Management
Pennsylvania
$211K +$210K +5,865 New
BA
306
Boston Advisors
Massachusetts
$206K +$204K +5,700 New
JMPWA
307
JP Morgan Private Wealth Advisors
California
$206K +$205K +5,724 New
Creative Planning
308
Creative Planning
Kansas
$203K +$202K +5,634 New
ST
309
Sabal Trust
Florida
$201K +$199K +5,561 New
SCA
310
Stonebridge Capital Advisors
Minnesota
$187K
NFG
311
Next Financial Group
Texas
$150K +$148K +4,147 New
WT
312
Whittier Trust
California
$144K
PCM
313
Prelude Capital Management
New York
$133K +$132K +3,701 New
OAM
314
Oppenheimer Asset Management
New York
$132K +$1.97K +55 +2%
ST
315
Smithfield Trust
Pennsylvania
$128K
AIM
316
Anchor Investment Management
South Carolina
$125K
AAM
317
Advisors Asset Management
Colorado
$119K +$101K +2,820 +589%
Mitsubishi UFJ Trust & Banking
318
Mitsubishi UFJ Trust & Banking
Japan
$119K +$118K +3,300 New
BBHC
319
Brown Brothers Harriman & Co
New York
$117K +$1.57K +44 +1%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$115K
FL
321
Fort LP
Maryland
$108K +$67.2K +1,878 +168%
CIAS
322
Capital Investment Advisory Services
North Carolina
$103K
MDCM
323
Morgan Dempsey Capital Management
Wisconsin
$103K
PMFA
324
Plante Moran Financial Advisors
Michigan
$73K +$72.1K +2,014 New
NIT
325
NumerixS Investment Technologies
British Columbia, Canada
$69K +$64.4K +1,800 +1,800%