BRO icon

Brown & Brown
BRO

Overview Fund Activity

459 hedge funds and large institutions have $9.44B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 167 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+28
Holders Change %
+6.5%
% of All Funds
8.14%
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
167
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$45M
2
Citadel Advisors
Citadel Advisors
Florida
+$42.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$26.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.8M
5
CCP
Clarkston Capital Partners
Michigan
+$14.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$54M
2
Goldman Sachs
Goldman Sachs
New York
-$27.7M
3
NIPH
NN Investment Partners Holdings
Netherlands
-$21.5M
4
American Century Companies
American Century Companies
Missouri
-$19.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
401
Cullen/Frost Bankers
Texas
$32K – – –
VAIA
402
Virtus Alternative Investment Advisers
Connecticut
$31K – – –
HFM
403
Harvest Fund Management
China
$25K – – –
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$25K +$235 +5 +0.9%
NSB
405
Norway Savings Bank
Maine
$24K – – –
PCM
406
Penserra Capital Management
California
$23K -$77.6K -1,677 -77%
OAJ
407
Ogorek Anthony Joseph
New York
$23K – – –
CFA
408
Carroll Financial Associates
North Carolina
$21K – – –
AIG
409
American International Group
New York
$20.2K -$230 -4,850 -1%
CFGS
410
Concourse Financial Group Securities
Alabama
$20K -$10.9K -228 -35%
FPS
411
Fieldpoint Private Securities
Connecticut
$20K +$20K +428 New
VCM
412
Vigilant Capital Management
Maine
$19K – – –
PWA
413
Phoenix Wealth Advisors
North Carolina
$19K +$19K +400 New
FFC
414
First Financial Corp
Indiana
$18K – – –
TFM
415
TFC Financial Management
Massachusetts
$18K – – –
JWM
416
Janiczek Wealth Management
Colorado
$17K +$9.4K +193 +124%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$16K +$2.13K +44 +15%
CFFP
418
Center for Financial Planning
Michigan
$15K – – –
BCA
419
Berman Capital Advisors
Georgia
$13K +$47 +1 +0.4%
MAM
420
Meeder Asset Management
Ohio
$13K +$3.94K +86 +43%
CTB
421
Country Trust Bank
Illinois
$13K +$13K +270 New
DWP
422
Destiny Wealth Partners
Florida
$13K +$13K +273 New
Simplex Trading
423
Simplex Trading
Illinois
$13K +$13K +292 New
DAM
424
Delta Asset Management
Tennessee
$12K – – –
PCG
425
Private Capital Group
Connecticut
$12K – – –
15 16
17
18 19