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Brown & Brown
BRO

Overview Fund Activity

547 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+36
Holders Change %
+7.05%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
94
Increased
187
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M

Top Buyers

1
Invesco
Invesco
Georgia
+$55.7M
2
SI
Scout Investments
Missouri
+$37.4M
3
Fidelity International
Fidelity International
Bermuda
+$33.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$32.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$30.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$444M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$64.6M
3
ACM
Atlanta Capital Management
Georgia
-$57.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$31.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
351
Palladium Partners
Virginia
$517K – – –
NB
352
Norinchukin Bank
Japan
$511K -$7.03K -100 -1%
TCM
353
Tributary Capital Management
Nebraska
$506K +$506K +7,200 New
CFA
354
CWS Financial Advisors
Michigan
$499K +$499K +7,100 New
HIS
355
Harvest Investment Services
Illinois
$495K -$728K -10,381 -60%
1832 Asset Management
356
1832 Asset Management
Ontario, Canada
$484K -$419K -5,943 -46%
OSAM
357
O'Shaughnessy Asset Management
Connecticut
$483K +$242K +3,445 +101%
BCM
358
Brookstone Capital Management
Illinois
$468K – – –
CWM
359
Chemistry Wealth Management
New York
$454K +$454K +6,465 New
NLP
360
Next Level Private
New York
$454K +$454K +6,465 New
HI
361
Horizon Investments
North Carolina
$454K +$454K +6,473 New
SEC
362
Seven Eight Capital
New York
$449K -$949K -13,505 -68%
ST
363
Somerset Trust
Pennsylvania
$446K +$7.94K +113 +2%
AP
364
Advisor Partners
California
$446K +$32.2K +458 +8%
CDIA
365
Capital Directions Investment Advisors
Georgia
$443K – – –
JF
366
JSF Financial
California
$443K +$41.5K +591 +10%
Walleye Capital
367
Walleye Capital
New York
$442K +$442K +6,294 New
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$441K +$10.5K +149 +2%
XWM
369
Xcel Wealth Management
Florida
$438K +$14.1K +200 +3%
SEI Investments
370
SEI Investments
Pennsylvania
$431K +$431K +6,131 New
II
371
Inspire Investing
Idaho
$420K -$3.86K -55 -0.9%
FEG
372
Financial Enhancement Group
Indiana
$418K +$46.8K +665 +13%
BTWM
373
Baker Tilly Wealth Management
Wisconsin
$418K +$82.1K +1,168 +24%
Fuller & Thaler Asset Management
374
Fuller & Thaler Asset Management
California
$417K -$111K -1,578 -21%
RP
375
Rowlandmiller & Partners
Georgia
$417K -$13.7K -195 -3%
13 14
15
16 17