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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
BBVA
401
Banco Bilbao Vizcaya Argentaria
Spain
$294K -$2.12M -36,271 -88%
CAN
402
Cetera Advisor Networks
California
$291K +$51.8K +885 +21%
UPC
403
Utah Peaks Capital
Utah
$290K +$298K +5,088 New
TMAM
404
Tokio Marine Asset Management
Japan
$288K +$60.1K +1,027 +25%
GIA
405
Gateway Investment Advisers
Ohio
$288K -$9.52M -162,837 -97%
CC
406
Cannell & Co
New York
$288K +$84.8K +1,450 +40%
KFP
407
KB Financial Partners
New Jersey
$286K -$35.3K -604 -11%
Two Sigma Investments
408
Two Sigma Investments
New York
$285K +$293K +5,011 New
SW
409
SlateStone Wealth
Florida
$285K +$292K +5,000 New
Two Sigma Advisers
410
Two Sigma Advisers
New York
$279K +$287K +4,900 New
CCA
411
Checchi Capital Advisers
California
$276K -$9.88K -169 -3%
SAM
412
Strategy Asset Managers
California
$274K -$130K -2,228 -32%
BMSSC
413
B. Metzler seel. Sohn & Co
Germany
$274K -$149K -2,553 -35%
LFG
414
Larson Financial Group
Missouri
$273K +$1.87K +32 +0.7%
HIM
415
Hotaling Investment Management
Pennsylvania
$271K -$877 -15 -0.3%
AG
416
Ascent Group
Virginia
$268K -$79.6K -1,362 -22%
FFM
417
Forum Financial Management
Illinois
$268K -$6.55K -112 -2%
RWA
418
River Wealth Advisors
Pennsylvania
$265K
IFG
419
Independent Financial Group
California
$265K +$59.5K +1,017 +28%
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$264K +$210K +3,584 +337%
IA
421
IFP Advisors
Florida
$263K +$21.7K +371 +4%
BSW
422
Buckingham Strategic Wealth
Missouri
$263K
DC
423
Davenport & Co
Virginia
$259K +$24.2K +414 +10%
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$256K -$37.1K -634 -12%
CCA
425
Cadent Capital Advisors
Oklahoma
$254K -$57.2K -978 -18%