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Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
326
Jump Financial
Illinois
$831K -$3.33M -52,932 -79%
Creative Planning
327
Creative Planning
Kansas
$831K +$46.2K +734 +6%
BWA
328
BDO Wealth Advisors
Florida
$830K -$30.1K -479 -3%
MLICM
329
Metropolitan Life Insurance Company (MetLife)
New York
$823K -$9.75K -155 -1%
OAM
330
Oppenheimer Asset Management
New York
$808K -$4.47K -71 -0.5%
NB
331
Norinchukin Bank
Japan
$803K +$89.5K +1,422 +12%
SA
332
SRN Advisors
Pennsylvania
$801K -$260K -4,131 -24%
GC
333
Guggenheim Capital
Illinois
$785K -$107K -1,707 -12%
GT
334
Glenmede Trust
Pennsylvania
$778K +$42.3K +672 +6%
NMERB
335
New Mexico Educational Retirement Board
New Mexico
$726K -$62.9K -1,000 -8%
CSI
336
Cross Staff Investments
New York
$726K
UH
337
Unigestion Holding
Switzerland
$707K
RCA
338
Resonant Capital Advisors
Wisconsin
$705K -$2.52K -40 -0.3%
RC
339
RegentAtlantic Capital
New Jersey
$703K -$207K -3,297 -22%
CB
340
Commerce Bank
Missouri
$699K -$22.8K -362 -3%
VEA
341
Virtus ETF Advisers
New York
$659K +$15.7K +250 +2%
Voloridge Investment Management
342
Voloridge Investment Management
Florida
$653K -$353K -5,604 -34%
BCM
343
Bayesian Capital Management
New York
$651K -$182K -2,900 -21%
WS
344
Wedbush Securities
California
$644K +$16.4K +261 +3%
PCP
345
Proficio Capital Partners
Massachusetts
$642K +$2.58K +41 +0.4%
Verition Fund Management
346
Verition Fund Management
Connecticut
$638K -$103K -1,639 -13%
FC
347
FORA Capital
Florida
$635K +$660K +10,494 New
Arrowstreet Capital
348
Arrowstreet Capital
Massachusetts
$632K +$657K +10,447 New
HBT
349
Heartland Bank & Trust
Illinois
$614K -$16.5K -263 -3%
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
$605K -$1.98M -31,392 -76%