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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
DWP
426
Destiny Wealth Partners
Florida
$13K +$12.6K +273 New
Simplex Trading
427
Simplex Trading
Illinois
$13K +$13.4K +292 New
DAM
428
Delta Asset Management
Tennessee
$12K
PCG
429
Private Capital Group
Connecticut
$12K
PWMG
430
Prestige Wealth Management Group
New Jersey
$10K -$37.5K -815 -80%
QCG
431
Quadrant Capital Group
Ohio
$10K -$2.35K -51 -19%
CFN
432
Cordasco Financial Network
Florida
$10K
VCG
433
Vantage Consulting Group
Virginia
$10K +$9.34K +203 New
SFS
434
Sowell Financial Services
Arkansas
$9K -$9.48K -206 -53%
SIAG
435
Safeguard Investment Advisory Group
California
$9K +$9.39K +204 New
SA
436
SRH Advisors
Kansas
$6K
SIA
437
SkyView Investment Advisors
New Jersey
$5K +$5.2K +113 New
SWA
438
Sutton Wealth Advisors
Florida
$4.65K
GWS
439
Glassman Wealth Services
Virginia
$4K
RIM
440
Rockbridge Investment Management
New York
$4K
ZB
441
Zions Bancorporation
Utah
$4K
CCA
442
Childress Capital Advisors
Texas
$4K +$4.28K +93 New
HNB
443
Huntington National Bank
Ohio
$3K
PFBT
444
Parkside Financial Bank & Trust
Missouri
$3K +$1.38K +30 +81%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.72K +59 New
AWG
446
Altus Wealth Group
Colorado
$3K +$3.31K +72 New
WT
447
Washington Trust
Rhode Island
$2K -$92 -2 -4%
AWM
448
Atticus Wealth Management
Florida
$2K
LC
449
Lindbrook Capital
California
$2K
PMFA
450
Plante Moran Financial Advisors
Michigan
$2K