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Brown & Brown
BRO

Overview Fund Activity

414 hedge funds and large institutions have $8.3B invested in Brown & Brown in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+22
Holders Change %
+5.61%
% of All Funds
8.51%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
63
Increased
147
Reduced
146
Closed
39
Calls
$6M
Puts
$4.59M
Net Calls
+$1.41M
Net Calls Change
-$3.1M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
+$52.5M
2
Select Equity Group
Select Equity Group
New York
+$27.9M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20M
4
KA
Kerrisdale Advisers
Florida
+$12.6M
5
Wells Fargo
Wells Fargo
California
+$12.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$110M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$48.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$41M
4
State Street
State Street
Massachusetts
-$32M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
376
Ogorek Anthony Joseph
New York
$20K – – –
CFA
377
Carroll Financial Associates
North Carolina
$18K -$910 -23 -5%
SF
378
Synovus Financial
Georgia
$16K – – –
VCM
379
Vigilant Capital Management
Maine
$16K +$16K +400 New
FFC
380
First Financial Corp
Indiana
$15K – – –
OPS
381
Orion Portfolio Solutions
Nebraska
$15K +$279 +7 +2%
C
382
Cerebellum
California
$15K +$15K +283 New
VAIA
383
Virtus Alternative Investment Advisers
Connecticut
$14K -$14.8K -358 -51%
CFFP
384
Center for Financial Planning
Michigan
$13K -$10.3K -244 -44%
VEA
385
Virtus ETF Advisers
New York
$13K +$13K +317 New
PW
386
Price Wealth
Texas
$12K +$2.45K +60 +26%
BCA
387
Berman Capital Advisors
Georgia
$11K +$2.42K +61 +28%
QCG
388
Quadrant Capital Group
Ohio
$10K -$71.7K -1,786 -88%
DAM
389
Delta Asset Management
Tennessee
$10K – – –
PCG
390
Private Capital Group
Connecticut
$10K – – –
GWM
391
Geneos Wealth Management
Colorado
$10K +$10K +250 New
TL
392
TrueWealth LLC
Georgia
$9K -$7.01K -176 -44%
CFN
393
Cordasco Financial Network
Florida
$9K – – –
VFA
394
Valeo Financial Advisors
Indiana
$9K +$1.69K +41 +23%
MAM
395
Meeder Asset Management
Ohio
$7K -$464K -10,880 -99%
CAW
396
Cornerstone Advisors (Washington)
Washington
$6K -$1.41K -32 -19%
SA
397
SRH Advisors
Kansas
$6K – – –
EWP
398
Engrave Wealth Partners
Texas
$4K -$310 -9 -7%
RIM
399
Rockbridge Investment Management
New York
$4K +$4K +88 New
SWA
400
Sutton Wealth Advisors
Florida
$3.99K +$204 +5 +5%
14 15
16
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