Brown & Brown
552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.
79% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 53
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
26% more capital invested
Capital invested by funds: $11.3B → $14.3B (+$2.95B)
7% more funds holding
Funds holding: 515 → 552 (+37)
6% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 178
4% more call options, than puts
Call options by funds: $5.93M | Put options by funds: $5.72M
0.22% more ownership
Funds ownership: 72.8% → 73.02% (+0.22%)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$51.1M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$34.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$30.4M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$29.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$28.2M |
Top Sellers
BRO Hedge Fund Activity: Q4 2021 in Review
552 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2021, worth a combined $14.3B — up 26% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new BRO positions and 53 closed out — a net gain of 42 holders — while 188 added to existing stakes and 178 trimmed.
The largest buyer was Invesco, adding an estimated $51.1M. The largest seller was Wells Fargo, cutting an estimated $407M.
- 552 institutional investors held Brown & Brown (BRO) as of Q4 2021, up from 515 in Q3 2021.
- Funds reported $14.3B of Brown & Brown stock for Q4 2021, up 26% quarter-over-quarter.
- 95 funds opened new Brown & Brown positions in Q4 2021 and 53 closed out, a net change of +42 holders.
- The largest Brown & Brown buyer in Q4 2021 was Invesco, an estimated $51.1M added.
- The largest Brown & Brown seller in Q4 2021 was Wells Fargo, an estimated $407M sold.
Based on aggregated 13F filings for Q4 2021.