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Brown & Brown
BRO

Overview Fund Activity

414 hedge funds and large institutions have $8.3B invested in Brown & Brown in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+22
Holders Change %
+5.61%
% of All Funds
8.51%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
63
Increased
147
Reduced
146
Closed
39
Calls
$6M
Puts
$4.59M
Net Calls
+$1.41M
Net Calls Change
-$3.1M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
+$52.5M
2
Select Equity Group
Select Equity Group
New York
+$27.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20M
4
KA
Kerrisdale Advisers
Florida
+$12.6M
5
Wells Fargo
Wells Fargo
California
+$12.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$110M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$48.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$41M
4
State Street
State Street
Massachusetts
-$32M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
301
E. Ohman J:or Asset Management
Sweden
$337K – – –
QCM
302
Quantinno Capital Management
New York
$327K – – –
ACWM
303
Adams Chetwood Wealth Management
North Carolina
$326K – – –
GAM
304
Gotham Asset Management
New York
$325K +$74.4K +1,825 +30%
OAM
305
Optimal Asset Management
California
$323K +$323K +7,916 New
CI
306
Cigna Investments
Connecticut
$306K +$38.8K +950 +15%
GT
307
Glenview Trust
Kentucky
$304K – – –
PP
308
Palladium Partners
Virginia
$300K – – –
OAM
309
Occidental Asset Management
California
$292K +$292K +7,166 New
CFA
310
CWS Financial Advisors
Michigan
$288K -$28.5K -699 -9%
GT
311
Glenmede Trust
Pennsylvania
$287K +$266K +6,529 +1,241%
CMO
312
Covenant Multifamily Offices
Texas
$279K +$279K +6,851 New
FI
313
FormulaFolio Investments
Michigan
$275K +$275K +6,735 New
Creative Planning
314
Creative Planning
Kansas
$274K +$24.1K +591 +10%
CAM
315
Crestone Asset Management
Colorado
$273K +$273K +6,700 New
EMG
316
ETF Managers Group
New Jersey
$266K +$266K +6,648 New
BCV
317
Banque Cantonale Vaudoise
Switzerland
$265K – – –
Twin Tree Management
318
Twin Tree Management
Texas
$258K +$54.4K +1,333 +27%
FNBT
319
FineMark National Bank & Trust
Florida
$256K -$5.54K -136 -2%
Macquarie Group
320
Macquarie Group
Australia
$255K +$255K +6,247 New
NIT
321
NumerixS Investment Technologies
British Columbia, Canada
$253K +$167K +4,100 +195%
RP
322
Rowlandmiller & Partners
Georgia
$250K – – –
Wolverine Trading
323
Wolverine Trading
Illinois
$238K -$59.5K -1,488 -20%
CC
324
Cannell & Co
New York
$232K +$232K +5,700 New
AG
325
AlphaSimPlex Group
Massachusetts
$231K +$231K +5,658 New
11 12
13
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