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Brown & Brown

321 hedge funds and large institutions have $5.96B invested in Brown & Brown in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $5.48B → $5.96B (+$481M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding

Funds holding: 320321 (+1)

0.22% more ownership

Funds ownership: 71.57%71.79% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 117

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
37
Increased
101
Reduced
117
Closed
34
Calls
$5.04M
Puts
Net Calls
+$5.04M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
326
Crestline Management
Texas
-$1.5M -54,396 Closed
CI
327
Cigna Investments
Connecticut
-$1.4M -50,611 Closed
DC
328
Diametric Capital
Massachusetts
-$1.28M -46,716 Closed
AFA
329
Abacus FCF Advisors
Florida
-$1.24M -44,842 Closed
Marshall Wace
330
Marshall Wace
United Kingdom
-$1.23M -44,567 Closed
IG
331
ING Group
Netherlands
-$991K -35,953 Closed
CTC
332
Central Trust Company
Missouri
-$600K -21,757 Closed
PCM
333
Prelude Capital Management
New York
-$586K -21,255 Closed
Two Sigma Advisers
334
Two Sigma Advisers
New York
-$502K -18,202 Closed
LCM
335
Laurion Capital Management
New York
-$451K -16,375 Closed
ZIC
336
ZWJ Investment Counsel
Georgia
-$395K -14,323 Closed
WCM
337
Weld Capital Management
New York
-$391K -14,202 Closed
BA
338
Bridgewater Associates
Connecticut
-$368K -13,364 Closed
BSAM
339
Blue Sky Asset Management
Colorado
-$329K -11,925 Closed
JIP
340
Jaffetilchin Investment Partners
Florida
-$303K -10,978 Closed
HIMCH
341
Hartford Investment Management Co (HIMCO)
Connecticut
-$301K -10,913 Closed
PM
342
Parametrica Management
Hong Kong
-$254K -9,202 Closed
Jacobs Levy Equity Management
343
Jacobs Levy Equity Management
New Jersey
-$249K -9,040 Closed
CA
344
Claro Advisors
Massachusetts
-$31K -1,050 Closed
ER
345
Enlightenment Research
Florida
-$22K -800 Closed
PRC
346
Pearl River Capital
Michigan
-$17K -600 Closed
JA
347
JOYN Advisors
Georgia
-$10K -361 Closed
RWA
348
River Wealth Advisors
Pennsylvania
-$7K -250 Closed
CBT
349
Capital Bank & Trust
California
-$2K -91 Closed
Simplex Trading
350
Simplex Trading
Illinois
-$2.11K -74 Closed

BRO Hedge Fund Activity: Q1 2019 in Review

321 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2019, worth a combined $5.96B — up 8.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BRO positions and 34 closed out — a net gain of 3 holders — while 101 added to existing stakes and 117 trimmed.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $117M. The largest seller was Victory Capital Management, cutting an estimated $42.1M.

  • 321 institutional investors held Brown & Brown (BRO) as of Q1 2019, up from 320 in Q4 2018.
  • Funds reported $5.96B of Brown & Brown stock for Q1 2019, up 8.8% quarter-over-quarter.
  • 37 funds opened new Brown & Brown positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest Brown & Brown buyer in Q1 2019 was NN Investment Partners Holdings, an estimated $117M added.
  • The largest Brown & Brown seller in Q1 2019 was Victory Capital Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2019.