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Brown & Brown

456 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $818K

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0.19% more ownership

Funds ownership: 70.33%70.52% (+0.19%)

4% less capital invested

Capital invested by funds: $9.45B → $9.09B (-$359M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 463456 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
159
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
326
Occudo Quantitative Strategies
Florida
$373K -$76.5K -1,667 -17%
PIM
327
Penobscot Investment Management
Massachusetts
$367K
SM
328
Sciencast Management
New Jersey
$367K +$358K +7,803 New
AG
329
AlphaSimPlex Group
Massachusetts
$348K
GT
330
Glenview Trust
Kentucky
$341K
AIM
331
Aigen Investment Management
New York
$339K +$341K +7,426 New
PP
332
Palladium Partners
Virginia
$336K
CFA
333
CWS Financial Advisors
Michigan
$327K +$5.97K +130 +2%
GCP
334
GSA Capital Partners
United Kingdom
$320K +$321K +7,003 New
FCBT
335
First Citizens Bank & Trust
North Carolina
$317K -$5.42K -118 -2%
HH
336
HWG Holdings
Texas
$307K -$457K -9,957 -60%
OAM
337
Occidental Asset Management
California
$298K
TC
338
TAP Consulting
Missouri
$296K -$3.23M -70,331 -92%
ST
339
Somerset Trust
Pennsylvania
$296K -$3.21K -70 -1%
QIM
340
Quantitative Investment Management
Virginia
$293K +$295K +6,424 New
1832 Asset Management
341
1832 Asset Management
Ontario, Canada
$288K +$285K +6,220 New
RP
342
Rowlandmiller & Partners
Georgia
$280K
FRM
343
Fox Run Management
Connecticut
$274K +$275K +6,001 New
BAM
344
Bruderman Asset Management
New York
$266K +$12.3K +269 +5%
CC
345
Cannell & Co
New York
$265K +$27.5K +600 +12%
AP
346
Advisor Partners
California
$264K +$1.51K +33 +0.6%
SP
347
Symmetry Partners
Connecticut
$261K -$275 -6 -0.1%
Creative Planning
348
Creative Planning
Kansas
$260K -$54.3K -1,183 -17%
PA
349
Procyon Advisors
Connecticut
$248K
NA
350
NewEdge Advisors
Louisiana
$245K -$12.1K -264 -5%