We are live on ! Find out more
BRO icon

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
AIC
401
Archer Investment Corporation
Indiana
$40.1K
HR
402
Howe & Rusling
New York
$40K +$39K +848 New
CT
403
Caldwell Trust
Florida
$32K
CFB
404
Cullen/Frost Bankers
Texas
$32K
GCM
405
Gables Capital Management
Florida
$32K
VAIA
406
Virtus Alternative Investment Advisers
Connecticut
$31K
HFM
407
Harvest Fund Management
China
$25K
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$25K +$230 +5 +0.9%
NSB
409
Norway Savings Bank
Maine
$24K
PCM
410
Penserra Capital Management
California
$23K -$77.2K -1,677 -77%
OAJ
411
Ogorek Anthony Joseph
New York
$23K
CFA
412
Carroll Financial Associates
North Carolina
$21K
AIG
413
American International Group
New York
$20.2K -$223K -4,850 -1%
CFGS
414
Concourse Financial Group Securities
Alabama
$20K -$10.5K -228 -35%
FPS
415
Fieldpoint Private Securities
Connecticut
$20K +$19.7K +428 New
VCM
416
Vigilant Capital Management
Maine
$19K
PWA
417
Phoenix Wealth Advisors
North Carolina
$19K +$18.4K +400 New
FFC
418
First Financial Corp
Indiana
$18K
TFM
419
TFC Financial Management
Massachusetts
$18K
JWM
420
Janiczek Wealth Management
Colorado
$17K +$8.88K +193 +124%
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$16K +$2.02K +44 +15%
CFFP
422
Center for Financial Planning
Michigan
$15K
BCA
423
Berman Capital Advisors
Georgia
$13K +$46 +1 +0.4%
MAM
424
Meeder Asset Management
Ohio
$13K +$3.96K +86 +43%
CTB
425
Country Trust Bank
Illinois
$13K +$12.4K +270 New