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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$875K -$14.1K -241 -2%
BTWM
302
Baker Tilly Wealth Management
Wisconsin
$872K +$351K +6,008 +65%
Creative Planning
303
Creative Planning
Kansas
$867K +$86.7K +1,483 +11%
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$866K +$11.7K +200 +1%
SWP
305
Strategic Wealth Partners
Ohio
$864K +$428K +7,318 +93%
HAIM
306
Hunter Associates Investment Management
Pennsylvania
$852K +$7.31K +125 +0.8%
CBNLCF
307
Cognios Beta Neutral Large Cap Fund
Kansas
$841K +$863K +14,760 New
GT
308
Glenmede Trust
Pennsylvania
$836K +$105K +1,799 +14%
HF
309
HRT Financial
New York
$828K -$3.6M -61,527 -81%
BWA
310
BDO Wealth Advisors
Florida
$783K +$1.58K +27 +0.2%
V
311
Veritable
Delaware
$772K -$143K -2,439 -15%
MLICM
312
Metropolitan Life Insurance Company (MetLife)
New York
$756K -$20.2K -345 -3%
FNA
313
First National Advisers
Nebraska
$754K +$230K +3,941 +42%
KI
314
Kula Investments
Illinois
$744K +$764K +13,058 New
OAM
315
Oppenheimer Asset Management
New York
$735K -$27.1K -463 -3%
CC
316
Centiva Capital
New York
$729K +$748K +12,795 New
CDIA
317
Capital Directions Investment Advisors
Georgia
$726K +$746K +12,750 New
RW
318
Reframe Wealth
Virginia
$726K +$746K +12,750 New
HBCM
319
Heron Bay Capital Management
Michigan
$723K +$742K +12,689 New
VEA
320
Virtus ETF Advisers
New York
$715K +$97K +1,658 +15%
FHB
321
First Hawaiian Bank
Hawaii
$711K -$630K -10,769 -46%
QCM
322
Qsemble Capital Management
New York
$695K +$713K +12,200 New
CSI
323
Cross Staff Investments
New York
$684K
RCA
324
Resonant Capital Advisors
Wisconsin
$682K +$18K +308 +3%
PG
325
Pendal Group
Australia
$674K +$692K +11,831 New