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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
SIA
401
SkyView Investment Advisors
New Jersey
$27K +$21.4K +467 +413%
PCM
402
Penserra Capital Management
California
$26K +$4.04K +88 +18%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$24K
NSB
404
Norway Savings Bank
Maine
$23K
OAJ
405
Ogorek Anthony Joseph
New York
$23K
AIG
406
American International Group
New York
$21.5K +$2.05M +44,644 +10%
CFA
407
Carroll Financial Associates
North Carolina
$20K
FPS
408
Fieldpoint Private Securities
Connecticut
$20K
MAM
409
Meeder Asset Management
Ohio
$20K +$7.25K +158 +56%
FFC
410
First Financial Corp
Indiana
$17K
TFM
411
TFC Financial Management
Massachusetts
$17K
CWP
412
Concord Wealth Partners
Virginia
$15K +$15.5K +337 New
CFFP
413
Center for Financial Planning
Michigan
$14K
QCG
414
Quadrant Capital Group
Ohio
$14K +$3.99K +87 +40%
WP
415
WealthShield Partners
North Carolina
$14K +$13.8K +300 New
JWM
416
Janiczek Wealth Management
Colorado
$13K -$3.44K -75 -21%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$13K -$2.11K -46 -14%
DSC
418
Duncker Streett & Co
Missouri
$13K +$12.9K +280 New
CTB
419
Country Trust Bank
Illinois
$12K
DWP
420
Destiny Wealth Partners
Florida
$12K
DAM
421
Delta Asset Management
Tennessee
$11K
PCG
422
Private Capital Group
Connecticut
$10K -$964 -21 -8%
CFN
423
Cordasco Financial Network
Florida
$10K
CFGS
424
Concourse Financial Group Securities
Alabama
$9K -$10.1K -220 -52%
VCM
425
Vigilant Capital Management
Maine
$9K -$9.18K -200 -50%