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Brown & Brown
BRO

Overview Fund Activity

414 hedge funds and large institutions have $8.3B invested in Brown & Brown in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+22
Holders Change %
+5.61%
% of All Funds
8.51%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
63
Increased
147
Reduced
146
Closed
39
Calls
$6M
Puts
$4.59M
Net Calls
+$1.41M
Net Calls Change
-$3.1M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
+$52.5M
2
Select Equity Group
Select Equity Group
New York
+$27.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20M
4
KA
Kerrisdale Advisers
Florida
+$12.6M
5
Wells Fargo
Wells Fargo
California
+$12.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$110M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$48.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$41M
4
State Street
State Street
Massachusetts
-$32M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
326
Sabal Trust
Florida
$227K – – –
AP
327
Advisor Partners
California
$227K +$227K +5,558 New
PG
328
Pendal Group
Australia
$226K +$226K +5,543 New
VAS
329
Vestmark Advisory Solutions
Massachusetts
$225K +$225K +5,522 New
IRF
330
IBM Retirement Fund
New York
$224K -$3.66K -90 -2%
PA
331
Procyon Advisors
Connecticut
$221K +$54.3K +1,336 +33%
HIM
332
Hotaling Investment Management
Pennsylvania
$220K +$220K +5,400 New
EI
333
Ellevest Inc
New York
$213K – – –
PCM
334
Prelude Capital Management
New York
$212K +$212K +5,193 New
IAMOG
335
Investors Asset Management of Georgia
Georgia
$211K +$211K +5,180 New
Canada Pension Plan Investment Board
336
Canada Pension Plan Investment Board
Ontario, Canada
$206K -$248K -6,093 -55%
SFG
337
SevenBridge Financial Group
Pennsylvania
$203K +$203K +4,978 New
CCA
338
Checchi Capital Advisers
California
$201K +$201K +4,926 New
SFS
339
Sowell Financial Services
Arkansas
$198K +$193K +4,718 +3,521%
BFEC
340
Benjamin F. Edwards & Company
Missouri
$181K -$14.9K -367 -8%
SCA
341
Stonebridge Capital Advisors
Minnesota
$175K – – –
ST
342
Smithfield Trust
Pennsylvania
$172K – – –
AIM
343
Anchor Investment Management
South Carolina
$142K – – –
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$132K -$1.51M -36,829 -92%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
AIM
346
AIA Investment Management
Singapore
$105K – – –
PCM
347
Penserra Capital Management
California
$96K +$1.26K +31 +1%
LS
348
Livforsakringsbolaget Skandia
Sweden
$94K – – –
AF
349
Advisornet Financial
Minnesota
$94K +$41K +1,000 +77%
RCG
350
Ruggie Capital Group
Florida
$91K +$203 +5 +0.2%
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14
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