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Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
401
KB Financial Partners
New Jersey
$340K +$59.2K +941 +20%
MFA
402
Mayflower Financial Advisors
Massachusetts
$335K +$58.1K +924 +20%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$329K -$16.5K -263 -5%
CCA
404
Cadent Capital Advisors
Oklahoma
$329K
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$326K -$14.5K -231 -4%
EI
406
Ethic Inc
New York
$320K -$7.74K -123 -2%
Mercer Global Advisors
407
Mercer Global Advisors
Colorado
$317K -$91.1K -1,448 -22%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$313K +$24.4K +388 +8%
American Century Companies
409
American Century Companies
Missouri
$307K +$92.6K +1,472 +41%
IAMOG
410
Investors Asset Management of Georgia
Georgia
$305K
YMRC
411
Yorktown Management & Research Company
Virginia
$305K +$97.5K +1,550 +44%
CCA
412
Checchi Capital Advisers
California
$303K
CFA
413
CWS Financial Advisors
Michigan
$299K -$755 -12 -0.2%
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$298K +$47K +747 +18%
TC
415
TownSquare Capital
Utah
$297K -$22.3K -354 -7%
MC
416
Moors & Cabot
Massachusetts
$296K
II
417
Inspire Investing
Idaho
$293K -$26.7K -424 -8%
Wolverine Trading
418
Wolverine Trading
Illinois
$292K -$95.8K -1,522 -24%
FFM
419
Forum Financial Management
Illinois
$291K
SAM
420
Shell Asset Management
Netherlands
$289K -$79.1K -1,257 -21%
HIM
421
Hotaling Investment Management
Pennsylvania
$288K -$6.04K -96 -2%
SIA
422
Schechter Investment Advisors
Michigan
$288K +$58.8K +934 +24%
LFG
423
Larson Financial Group
Missouri
$287K +$287K +4,559 +2,362%
PAM
424
Paradigm Asset Management
New York
$284K -$44K -700 -13%
RWA
425
River Wealth Advisors
Pennsylvania
$282K -$23.3K -370 -7%