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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 %
IAMOG
351
Investors Asset Management of Georgia
Georgia
$246K – – –
TCM
352
Teza Capital Management
Illinois
$246K +$246K +5,199 New
JF
353
Jump Financial
Illinois
$240K +$240K +5,069 New
EOJOAM
354
E. Ohman J:or Asset Management
Sweden
$237K – – –
HIM
355
Hotaling Investment Management
Pennsylvania
$236K -$7.73K -163 -3%
SFG
356
SevenBridge Financial Group
Pennsylvania
$236K – – –
ST
357
Sabal Trust
Florida
$231K -$32.9K -693 -12%
B
358
Barings
North Carolina
$227K -$10.4K -218 -4%
FEG
359
Financial Enhancement Group
Indiana
$225K +$6.07K +128 +3%
XWM
360
Xcel Wealth Management
Florida
$224K – – –
BCV
361
Banque Cantonale Vaudoise
Switzerland
$223K – – –
BAM
362
Blueshift Asset Management
New Jersey
$223K +$223K +4,712 New
BSW
363
Buckingham Strategic Wealth
Missouri
$221K +$221K +4,657 New
CCA
364
Checchi Capital Advisers
California
$217K +$217K +4,575 New
YIH
365
Y-Intercept (HK)
Hong Kong
$215K +$215K +4,648 New
PP
366
Patron Partners
Texas
$213K +$213K +4,496 New
SAM
367
Strategy Asset Managers
California
$213K +$213K +4,504 New
Vontobel Holding
368
Vontobel Holding
Switzerland
$210K +$210K +4,597 New
MC
369
Moors & Cabot
Massachusetts
$208K +$208K +4,392 New
PP
370
Paloma Partners
Connecticut
$206K -$1.41M -29,836 -87%
RWA
371
River Wealth Advisors
Pennsylvania
$206K +$206K +4,339 New
SCA
372
Stonebridge Capital Advisors
Minnesota
$204K +$204K +4,300 New
CCA
373
Cadent Capital Advisors
Oklahoma
$203K +$203K +4,291 New
QCM
374
Quantinno Capital Management
New York
$202K -$178K -3,758 -47%
ST
375
Smithfield Trust
Pennsylvania
$200K – – –
13 14
15
16 17