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Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
326
Penobscot Investment Management
Massachusetts
$380K +$104K +2,260 +39%
KFA
327
Krane Funds Advisors
New York
$373K -$25.9K -562 -7%
EMG
328
ETF Managers Group
New Jersey
$363K +$38.9K +846 +12%
AG
329
AlphaSimPlex Group
Massachusetts
$361K -$61.3K -1,332 -15%
SS
330
Simplicity Solutions
Minnesota
$360K +$54.4K +1,181 +18%
GT
331
Glenview Trust
Kentucky
$353K
HAIM
332
Hunter Associates Investment Management
Pennsylvania
$351K +$341K +7,400 New
PP
333
Palladium Partners
Virginia
$348K
FCBT
334
First Citizens Bank & Trust
North Carolina
$335K -$53.5K -1,162 -14%
CFA
335
CWS Financial Advisors
Michigan
$333K -$2.07K -45 -0.6%
FI
336
FormulaFolio Investments
Michigan
$331K +$11.7K +255 +4%
Creative Planning
337
Creative Planning
Kansas
$326K +$16.4K +357 +5%
ST
338
Somerset Trust
Pennsylvania
$310K +$301K +6,535 New
OAM
339
Occidental Asset Management
California
$309K -$29.9K -649 -9%
CDIA
340
Capital Directions Investment Advisors
Georgia
$299K -$17.9K -388 -6%
RP
341
Rowlandmiller & Partners
Georgia
$290K
MFG
342
Magnus Financial Group
New York
$281K +$58.1K +1,263 +27%
GTCM
343
Gyon Technologies Capital Management
New Jersey
$277K -$469K -10,187 -64%
AP
344
Advisor Partners
California
$272K +$1.15K +25 +0.4%
SP
345
Symmetry Partners
Connecticut
$271K
NA
346
NewEdge Advisors
Louisiana
$267K +$259K +5,629 New
KCM
347
Kennedy Capital Management
Missouri
$267K +$259K +5,633 New
KWM
348
Kingsview Wealth Management
Oregon
$266K -$19.7K -429 -7%
PG
349
Pendal Group
Australia
$263K
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$263K +$37.2K +809 +17%