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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
376
Mayflower Financial Advisors
Massachusetts
$381K +$67.4K +1,153 +21%
MC
377
Moors & Cabot
Massachusetts
$380K +$104K +1,784 +36%
XWM
378
Xcel Wealth Management
Florida
$376K +$8.83K +151 +2%
APWM
379
Argonautica Private Wealth Management
Massachusetts
$373K +$383K +6,547 New
FRM
380
Fox Run Management
Connecticut
$370K -$108K -1,847 -22%
SIM
381
Studio Investment Management
Illinois
$365K +$16.1K +276 +5%
IC
382
IEQ Capital
California
$363K -$38.8K -663 -9%
Macquarie Group
383
Macquarie Group
Australia
$361K -$72.2K -1,235 -16%
SP
384
Symmetry Partners
Connecticut
$360K
II
385
Inspire Investing
Idaho
$343K +$68.5K +1,171 +24%
ST
386
Somerset Trust
Pennsylvania
$341K
FI
387
Fosun International
China
$328K +$336K +5,750 New
CFA
388
CWS Financial Advisors
Michigan
$327K +$129K +2,209 +45%
WTB
389
Washington Trust Bank
Washington
$325K
VI
390
Vestcor Inc
New Brunswick, Canada
$324K +$2.46K +42 +0.7%
Wealthfront Advisers
391
Wealthfront Advisers
California
$319K -$198K -3,390 -38%
TI
392
Tidal Investments
Wisconsin
$317K +$93.3K +1,595 +40%
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$315K +$7.72K +132 +2%
MGIM
394
M&G Investment Management
United Kingdom
$310K -$36.8K -629 -10%
SIA
395
SkyView Investment Advisors
New Jersey
$307K -$32.7K -559 -9%
DT
396
Diversified Trust
Tennessee
$304K +$53.1K +908 +21%
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$301K +$21.2K +362 +7%
Jane Street
398
Jane Street
New York
$295K -$1.05M -17,942 -78%
Vontobel Holding
399
Vontobel Holding
Switzerland
$295K +$36.1K +618 +13%
BFEC
400
Benjamin F. Edwards & Company
Missouri
$294K -$15.6K -267 -5%