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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
PWMG
426
Prestige Wealth Management Group
New Jersey
$9K
HI
427
Harbour Investments
Wisconsin
$9K +$9.27K +202 New
PSB
428
Piscataqua Savings Bank
New Hampshire
$9K +$9.36K +204 New
First Manhattan
429
First Manhattan
New York
$9K +$10K +218 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
430
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K +$8.08K +176 New
GRP
431
Global Retirement Partners
California
$7K +$6.88K +150 New
SA
432
SRH Advisors
Kansas
$6K
MA
433
Montag & Associates
Georgia
$5K +$4.59K +100 New
Nisa Investment Advisors
434
Nisa Investment Advisors
Missouri
$4.58K
SWA
435
Sutton Wealth Advisors
Florida
$4.48K
Rockefeller Capital Management
436
Rockefeller Capital Management
New York
$4K -$489K -10,661 -99%
RIM
437
Rockbridge Investment Management
New York
$4K
GWS
438
Glassman Wealth Services
Virginia
$4K +$597 +13 +17%
HNB
439
Huntington National Bank
Ohio
$3K
ZB
440
Zions Bancorporation
Utah
$3K
PFBT
441
Parkside Financial Bank & Trust
Missouri
$3K +$184 +4 +6%
MWP
442
Meridian Wealth Partners
Pennsylvania
$3K +$3.26K +71 New
AWM
443
Atticus Wealth Management
Florida
$2K
LC
444
Lindbrook Capital
California
$2K
PMFA
445
Plante Moran Financial Advisors
Michigan
$2K
VCM
446
Versant Capital Management
Arizona
$2K
WT
447
Washington Trust
Rhode Island
$2K
BAM
448
Bellevue Asset Management
Washington
$1K -$184 -4 -11%
EARNEST Partners
449
EARNEST Partners
Georgia
$1K
LIM
450
Longfellow Investment Management
Massachusetts
$1K