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Brown & Brown

373 hedge funds and large institutions have $8.04B invested in Brown & Brown in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 133 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
7.37%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
67
Increased
133
Reduced
116
Closed
54
Calls
$521K
Puts
Net Calls
+$521K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
326
Allred Capital Management
Texas
$33.4K +$33.4K +846 New
AIC
327
Archer Investment Corporation
Indiana
$33K +$33K +845 New
SMG
328
Spectrum Management Group
Indiana
$32K
VAIA
329
Virtus Alternative Investment Advisers
Connecticut
$32K +$32K +817 New
IA
330
IFP Advisors
Florida
$28K -$6.6K -165 -19%
RIA
331
Realta Investment Advisors
Delaware
$28K
CIA
332
CSat Investment Advisory
Michigan
$27K +$3.36K +86 +14%
GT
333
Glenmede Trust
Pennsylvania
$20K +$9.7K +255 +94%
OAJ
334
Ogorek Anthony Joseph
New York
$19K
SFS
335
Sowell Financial Services
Arkansas
$18K -$2.28K -57 -11%
CFA
336
Carroll Financial Associates
North Carolina
$18K +$9.38K +249 +109%
FHA
337
Flagship Harbor Advisors
Massachusetts
$18K +$10.3K +254 +134%
VFA
338
Valeo Financial Advisors
Indiana
$17K +$9.75K +254 +134%
FAM
339
Fred Alger Management
New York
$17K +$17K +419 New
CFGS
340
Concourse Financial Group Securities
Alabama
$17K +$17K +420 New
TL
341
TrueWealth LLC
Georgia
$16K
PCIA
342
Prime Capital Investment Advisors
Kansas
$16K
FFC
343
First Financial Corp
Indiana
$15K
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$12K +$12K +306 New
CFFP
345
Center for Financial Planning
Michigan
$12K +$12K +308 New
EWP
346
Engrave Wealth Partners
Texas
$12K +$12K +328 New
OPS
347
Orion Portfolio Solutions
Nebraska
$11K +$11K +271 New
DAM
348
Delta Asset Management
Tennessee
$10K
PW
349
Price Wealth
Texas
$9K
CFN
350
Cordasco Financial Network
Florida
$9K