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Brown & Brown

511 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 172 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+46
Holders Change %
+9.89%
% of All Funds
8.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
172
Reduced
161
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.26M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
QIM
376
Quantitative Investment Management
Virginia
$290K -$788K -14,217 -73%
SAM
377
Strategy Asset Managers
California
$289K +$1.22K +22 +0.4%
MAM
378
Martingale Asset Management
Massachusetts
$284K -$3.81M -68,352 -93%
WAM
379
World Asset Management
Michigan
$284K -$235K -4,242 -45%
CM
380
Capula Management
Cayman Islands
$284K +$284K +5,127 New
Creative Planning
381
Creative Planning
Kansas
$282K +$56 +1 +0%
IAMOG
382
Investors Asset Management of Georgia
Georgia
$280K
TI
383
Tidal Investments
Wisconsin
$279K +$45.9K +826 +20%
SFG
384
SevenBridge Financial Group
Pennsylvania
$275K -$1.11K -20 -0.4%
RWA
385
River Wealth Advisors
Pennsylvania
$272K
ST
386
Sabal Trust
Florida
$270K
B
387
Barings
North Carolina
$265K
BTWM
388
Baker Tilly Wealth Management
Wisconsin
$265K +$33.2K +599 +14%
BCV
389
Banque Cantonale Vaudoise
Switzerland
$261K
BSW
390
Buckingham Strategic Wealth
Missouri
$258K
MC
391
Machina Capital
France
$258K +$258K +4,645 New
PFO
392
Pathstone Family Office
New Jersey
$251K +$251K +4,526 New
CCA
393
Checchi Capital Advisers
California
$250K +$555 +10 +0.2%
RP
394
Rowlandmiller & Partners
Georgia
$250K
HIM
395
Hotaling Investment Management
Pennsylvania
$249K +$15K +271 +6%
TI
396
Trexquant Investment
Connecticut
$249K +$249K +4,486 New
PCP
397
Proficio Capital Partners
Massachusetts
$247K -$30.8K -554 -11%
CRC
398
Curi RMB Capital
Illinois
$247K
WTB
399
Washington Trust Bank
Washington
$246K +$246K +4,430 New
MC
400
Moors & Cabot
Massachusetts
$244K