BRO icon

Brown & Brown
BRO

Overview Fund Activity

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$616M
2
CAM
Congress Asset Management
Massachusetts
+$82.4M
3
Man Group
Man Group
United Kingdom
+$64.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$61.5M
5
Goldman Sachs
Goldman Sachs
New York
+$37.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$172M
2
CCP
Clarkston Capital Partners
Michigan
-$45.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$43.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$43.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
351
QRG Capital Management
Illinois
$1.02M +$133K +1,869 +15%
HAM
352
Harmony Asset Management
Arizona
$1.02M +$1.02M +14,409 New
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$1.02M -$21.3K -300 -2%
CSS
354
Cubist Systematic Strategies
Connecticut
$1.01M -$1.53M -21,562 -60%
Creative Planning
355
Creative Planning
Kansas
$998K +$374K +5,253 +60%
RC
356
Roundview Capital
New Jersey
$994K – – –
BNP Paribas Asset Management
357
BNP Paribas Asset Management
France
$992K -$1.19M -16,716 -55%
MGP
358
Metis Global Partners
California
$961K -$17.9K -252 -2%
SGI
359
Summit Global Investments
Utah
$960K +$960K +13,495 New
Balyasny Asset Management
360
Balyasny Asset Management
Illinois
$945K -$43.3M -609,565 -98%
SWP
361
Strategic Wealth Partners
Ohio
$939K -$82.8K -1,165 -8%
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$927K +$208K +2,926 +29%
AQR Capital Management
363
AQR Capital Management
Connecticut
$896K -$748K -10,542 -45%
WS
364
Wedbush Securities
California
$879K +$2.77K +39 +0.3%
NMERB
365
New Mexico Educational Retirement Board
New Mexico
$868K – – –
OAM
366
Ostrum Asset Management
France
$868K +$3.63K +51 +0.4%
HF
367
HRT Financial
New York
$865K -$4.22M -59,333 -83%
CAN
368
Cetera Advisor Networks
California
$854K +$179K +2,524 +27%
CSI
369
Cross Staff Investments
New York
$853K – – –
BPA
370
Beacon Pointe Advisors
California
$852K +$38K +534 +5%
AIP
371
Ameritas Investment Partners
Nebraska
$841K -$367K -5,160 -30%
CWP
372
Cyndeo Wealth Partners
Florida
$841K +$924 +13 +0.1%
UH
373
Unigestion Holding
Switzerland
$826K +$826K +11,615 New
ET
374
Equitable Trust
Tennessee
$806K -$9.46K -133 -1%
VPIM
375
Vanguard Personalized Indexing Management
California
$802K -$157K -2,212 -16%
13 14
15
16 17