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Brown & Brown

456 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $818K

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0.19% more ownership

Funds ownership: 70.33%70.52% (+0.19%)

4% less capital invested

Capital invested by funds: $9.45B → $9.09B (-$359M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 463456 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
159
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
376
Graves Light Lenhart Wealth
Virginia
$132K
SO
377
STRS Ohio
Ohio
$125K
ST
378
Smithfield Trust
Pennsylvania
$115K -$77.8K -1,695 -40%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$115K
NIM
380
NuWave Investment Management
New Jersey
$112K +$69.4K +1,513 +160%
LS
381
Livforsakringsbolaget Skandia
Sweden
$105K
CCA
382
Column Capital Advisors
Indiana
$96K +$2.62K +57 +3%
SWM
383
Spire Wealth Management
Virginia
$74K +$74.1K +1,614 New
SFS
384
Sowell Financial Services
Arkansas
$67K +$49.3K +1,074 +590%
IA
385
IFP Advisors
Florida
$65K -$2.02K -44 -3%
TCOV
386
Trust Company of Vermont
Vermont
$64K
S
387
SignatureFD
Georgia
$62K -$13.3K -289 -18%
Simplex Trading
388
Simplex Trading
Illinois
$55K +$42.8K +932 +319%
ACM
389
Allred Capital Management
Texas
$50.3K +$50.5K +1,101 New
SQA
390
Simon Quick Advisors
New Jersey
$49K +$92 +2 +0.2%
GEA
391
Glen Eagle Advisors
New Jersey
$45.7K
GAM
392
Gemmer Asset Management
California
$44K +$92 +2 +0.2%
AF
393
Advisornet Financial
Minnesota
$42K -$22.9K -500 -35%
PA
394
Parallel Advisors
California
$41K -$71.6K -1,560 -64%
GCM
395
Gables Capital Management
Florida
$41K +$10.3K +225 +34%
HR
396
Howe & Rusling
New York
$39K
AIC
397
Archer Investment Corporation
Indiana
$38.6K
BCA
398
Berman Capital Advisors
Georgia
$38K +$26.2K +571 +205%
AIC
399
Ameritas Investment Company
Nebraska
$34.2K +$34.3K +748 New
CT
400
Caldwell Trust
Florida
$30.9K