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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
351
NFP Retirement Inc
California
$512K -$7.49K -128 -1%
FT
352
Fiduciary Trust
Massachusetts
$509K -$1.99K -34 -0.4%
CIM
353
Contravisory Investment Management
Massachusetts
$506K +$59.1K +1,010 +13%
M&T Bank
354
M&T Bank
New York
$497K +$34.7K +594 +7%
YIH
355
Y-Intercept (HK)
Hong Kong
$491K +$281K +4,812 +127%
PA
356
Procyon Advisors
Connecticut
$488K -$26.3K -449 -5%
NA
357
NewEdge Advisors
Louisiana
$486K +$173K +2,952 +16%
MGP
358
Metis Global Partners
California
$485K +$123K +2,110 +33%
BAM
359
Blueshift Asset Management
New Jersey
$483K -$960K -16,420 -66%
NICM
360
Neo Ivy Capital Management
New York
$482K +$420K +7,182 +559%
KRSITF
361
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$479K
SEC
362
Seven Eight Capital
New York
$471K +$483K +8,266 New
HAS
363
Holland Advisory Services
Florida
$468K +$819 +14 +0.2%
MML Investors Services
364
MML Investors Services
Massachusetts
$459K -$7.13K -122 -1%
SFG
365
SevenBridge Financial Group
Pennsylvania
$453K +$58.5K +1,000 +14%
AM
366
AGF Management
Ontario, Canada
$450K +$462K +7,899 New
SC
367
SRB Corp
Massachusetts
$450K +$462K +7,897 New
Verition Fund Management
368
Verition Fund Management
Connecticut
$438K -$167K -2,864 -27%
GC
369
Gilbert & Cook
Iowa
$430K +$46.4K +794 +12%
CA
370
Claro Advisors
Massachusetts
$425K +$93K +1,590 +27%
NMIMC
371
Northwestern Mutual Investment Management Company
Wisconsin
$420K -$78.4K -1,340 -15%
FEG
372
Financial Enhancement Group
Indiana
$419K -$15.3K -261 -4%
American Century Companies
373
American Century Companies
Missouri
$418K +$132K +2,265 +45%
NLP
374
Next Level Private
New York
$410K +$29.2K +500 +8%
BCM
375
Brookstone Capital Management
Illinois
$401K