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Brown & Brown
BRO

Overview Fund Activity

459 hedge funds and large institutions have $9.44B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 167 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+28
Holders Change %
+6.5%
% of All Funds
8.14%
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
167
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$45M
2
Citadel Advisors
Citadel Advisors
Florida
+$42.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$26.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.8M
5
CCP
Clarkston Capital Partners
Michigan
+$14.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$54M
2
Goldman Sachs
Goldman Sachs
New York
-$27.7M
3
NIPH
NN Investment Partners Holdings
Netherlands
-$21.5M
4
American Century Companies
American Century Companies
Missouri
-$19.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
326
AlphaSimPlex Group
Massachusetts
$361K -$63.2K -1,332 -15%
SS
327
Simplicity Solutions
Minnesota
$360K +$55.9K +1,181 +18%
GT
328
Glenview Trust
Kentucky
$353K – – –
HAIM
329
Hunter Associates Investment Management
Pennsylvania
$351K +$351K +7,400 New
PP
330
Palladium Partners
Virginia
$348K – – –
FCBT
331
First Citizens Bank & Trust
North Carolina
$335K -$55.1K -1,162 -14%
CFA
332
CWS Financial Advisors
Michigan
$333K -$2.14K -45 -0.6%
FI
333
FormulaFolio Investments
Michigan
$331K +$12.1K +255 +4%
Creative Planning
334
Creative Planning
Kansas
$326K +$16.9K +357 +5%
ST
335
Somerset Trust
Pennsylvania
$310K +$310K +6,535 New
OAM
336
Occidental Asset Management
California
$309K -$30.8K -649 -9%
CDIA
337
Capital Directions Investment Advisors
Georgia
$299K -$18.4K -388 -6%
RP
338
Rowlandmiller & Partners
Georgia
$290K – – –
MFG
339
Magnus Financial Group
New York
$281K +$59.9K +1,263 +27%
GTCM
340
Gyon Technologies Capital Management
New Jersey
$277K -$484K -10,187 -64%
AP
341
Advisor Partners
California
$272K +$1.19K +25 +0.4%
SP
342
Symmetry Partners
Connecticut
$271K – – –
NA
343
NewEdge Advisors
Louisiana
$267K +$267K +5,629 New
KCM
344
Kennedy Capital Management
Missouri
$267K +$267K +5,633 New
KWM
345
Kingsview Wealth Management
Oregon
$266K -$20.3K -429 -7%
PG
346
Pendal Group
Australia
$263K – – –
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$263K +$38.4K +809 +17%
BAM
348
Bruderman Asset Management
New York
$263K +$47.5K +1,002 +22%
PA
349
Procyon Advisors
Connecticut
$258K – – –
CC
350
Cannell & Co
New York
$247K – – –
12 13
14
15 16