We are live on ! Find out more
BRO icon

Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
301
CX Institutional
Indiana
$1.1M +$16.8K +267 +1%
NA
302
NewEdge Advisors
Louisiana
$1.09M +$123K +1,960 +12%
GCP
303
GSA Capital Partners
United Kingdom
$1.09M +$814K +12,943 +254%
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$1.09M
EMPI
305
Elo Mutual Pension Insurance
Finland
$1.09M -$57.1K -908 -5%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$1.08M -$31.1K -495 -3%
BBHC
307
Brown Brothers Harriman & Co
New York
$1.07M +$8.94K +142 +0.8%
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$1.03M +$20.8K +331 +2%
VAS
309
Vestmark Advisory Solutions
Massachusetts
$1M +$143K +2,274 +16%
SRAM
310
Spouting Rock Asset Management
Pennsylvania
$998K +$189K +3,000 +22%
CL
311
CIM LLC
New York
$986K -$156K -2,480 -13%
TCM
312
Teza Capital Management
Illinois
$985K -$262K -4,159 -20%
National Bank of Canada
313
National Bank of Canada
Quebec, Canada
$967K -$16.4M -260,834 -94%
V
314
Veritable
Delaware
$967K -$82.9K -1,317 -8%
Calamos Advisors
315
Calamos Advisors
Illinois
$962K -$456K -7,247 -31%
RJT
316
Raymond James Trust
Florida
$953K +$13K +206 +1%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$939K +$22.4K +356 +2%
Mackenzie Financial
318
Mackenzie Financial
Ontario, Canada
$928K -$158K -2,511 -14%
LSERS
319
Louisiana State Employees Retirement System
Louisiana
$907K +$12.6K +200 +1%
Axa
320
Axa
France
$897K -$1.01M -16,009 -52%
HAIM
321
Hunter Associates Investment Management
Pennsylvania
$893K -$39.3K -625 -4%
N
322
Natixis
France
$873K -$8.35M -132,741 -90%
Nordea Investment Management
323
Nordea Investment Management
Sweden
$856K
TCM
324
Tributary Capital Management
Nebraska
$849K +$65.1K +1,035 +8%
CP
325
Cumberland Partners
Ontario, Canada
$847K +$252K +4,000 +40%