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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Procyon Advisors
Connecticut
$917K +$303K +4,766 +56%
HAIM
327
Hunter Associates Investment Management
Pennsylvania
$909K -$35K -550 -4%
SC
328
Savant Capital
Illinois
$906K -$382 -6 -0%
MGP
329
Metis Global Partners
California
$868K +$105K +1,643 +15%
WS
330
Wedbush Securities
California
$862K +$35.6K +560 +5%
OAM
331
Oppenheimer Asset Management
New York
$854K -$14.7K -231 -2%
API
332
Advisor Partners II
California
$853K +$35.2K +553 +5%
IAN
333
Integrated Advisors Network
Texas
$850K +$785K +12,344 New
CW
334
CreativeOne Wealth
Kansas
$849K +$785K +12,334 New
OAM
335
Ostrum Asset Management
France
$842K +$636 +10 +0.1%
CSI
336
Cross Staff Investments
New York
$826K
CBNLCF
337
Cognios Beta Neutral Large Cap Fund
Kansas
$822K -$297K -4,672 -28%
CWP
338
Cyndeo Wealth Partners
Florida
$812K +$750K +11,797 New
ET
339
Equitable Trust
Tennessee
$806K +$62.5K +983 +9%
RCA
340
Resonant Capital Advisors
Wisconsin
$798K -$16.5K -260 -2%
EP
341
Edgestream Partners
New Jersey
$786K +$727K +11,425 New
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$785K +$31.8K +500 +5%
IWC
343
Integrated Wealth Concepts
Massachusetts
$785K +$725K +11,400 New
TRCT
344
Tower Research Capital (TRC)
New York
$775K +$480K +7,549 +203%
GT
345
Glenmede Trust
Pennsylvania
$770K
GT
346
Glenview Trust
Kentucky
$766K +$72.2K +1,135 +11%
PCP
347
Proficio Capital Partners
Massachusetts
$744K -$572 -9 -0.1%
SLAM
348
Swiss Life Asset Management
$726K +$671K +10,542 New
CB
349
Commerce Bank
Missouri
$720K +$6.11K +96 +0.9%
MLICM
350
Metropolitan Life Insurance Company (MetLife)
New York
$706K -$16.2K -254 -2%