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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
V
351
Veritable
Delaware
$703K -$66K -1,038 -9%
KTA
352
Keeley-Teton Advisors
Illinois
$702K
CA
353
Claro Advisors
Massachusetts
$700K +$116K +1,829 +22%
OTL
354
Oak Thistle LLC
New York
$692K +$288K +4,521 +82%
Thrivent Financial for Lutherans
355
Thrivent Financial for Lutherans
Minnesota
$690K -$4.26K -67 -0.7%
EOJOAM
356
E. Ohman J:or Asset Management
Sweden
$688K
BPA
357
Beacon Pointe Advisors
California
$688K -$49K -770 -7%
FCM
358
FJ Capital Management
Virginia
$677K +$626K +9,835 New
FI
359
Fosun International
China
$671K
Creative Planning
360
Creative Planning
Kansas
$665K -$24.1K -379 -4%
JF
361
JSF Financial
California
$665K +$614K +9,660 New
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$664K +$23.2K +364 +4%
OAM
363
Occidental Asset Management
California
$657K
VF
364
Virtu Financial
New York
$643K +$594K +9,343 New
SEC
365
Seven Eight Capital
New York
$637K -$304K -4,774 -34%
GC
366
Gilbert & Cook
Iowa
$631K +$37.2K +585 +7%
GM
367
GeoWealth Management
Illinois
$628K +$581K +9,128 New
Squarepoint
368
Squarepoint
New York
$621K +$574K +9,022 New
CB
369
Centennial Bank
Arkansas
$617K
FT
370
Fiduciary Trust
Massachusetts
$615K +$127 +2 +0%
M&T Bank
371
M&T Bank
New York
$613K -$636 -10 -0.1%
BAAM
372
Baker Avenue Asset Management
California
$606K +$551K +8,667 +6,616%
IFU
373
iSAM Funds (UK)
United Kingdom
$602K +$556K +8,746 New
MML Investors Services
374
MML Investors Services
Massachusetts
$598K +$2.16K +34 +0.4%
EI
375
Ethic Inc
New York
$597K +$115K +1,805 +26%