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Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
376
Cadent Capital Advisors
Oklahoma
$203K +$198K +4,291 New
QCM
377
Quantinno Capital Management
New York
$202K -$173K -3,758 -47%
ST
378
Smithfield Trust
Pennsylvania
$200K
AII
379
AGF Investments Inc
Ontario, Canada
$197K -$821K -17,832 -81%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$167K -$1.33K -29 -0.8%
AIM
381
Anchor Investment Management
South Carolina
$165K
GLLW
382
Graves Light Lenhart Wealth
Virginia
$137K +$133K +2,895 New
SO
383
STRS Ohio
Ohio
$130K +$126K +2,743 New
PI
384
PEAK6 Investments
Illinois
$121K +$116K +2,512 +5,842%
PA
385
Parallel Advisors
California
$116K +$104K +2,261 +1,222%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$115K
CG
387
Cutler Group
California
$111K
FC
388
FORA Capital
Florida
$109K -$157K -3,415 -60%
LS
389
Livforsakringsbolaget Skandia
Sweden
$109K
CCA
390
Column Capital Advisors
Indiana
$97K +$18.9K +411 +25%
IFAM
391
Institutional & Family Asset Management
Colorado
$79K +$76.7K +1,666 New
S
392
SignatureFD
Georgia
$78K +$14.6K +318 +24%
Acadian Asset Management
393
Acadian Asset Management
Massachusetts
$69K -$57.4K -1,247 -46%
IA
394
IFP Advisors
Florida
$69K -$2.67K -58 -4%
AF
395
Advisornet Financial
Minnesota
$67K
TCOV
396
Trust Company of Vermont
Vermont
$66K
SQA
397
Simon Quick Advisors
New Jersey
$51K +$49.4K +1,073 New
GEA
398
Glen Eagle Advisors
New Jersey
$47.4K
GAM
399
Gemmer Asset Management
California
$46K +$46 +1 +0.1%
NIM
400
NuWave Investment Management
New Jersey
$45K -$2.02K -44 -4%