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Brown & Brown

452 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, 158 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.96%
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
158
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
426
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K +$8K +176 New
GRP
427
Global Retirement Partners
California
$7K +$7K +150 New
SA
428
SRH Advisors
Kansas
$6K
MA
429
Montag & Associates
Georgia
$5K +$5K +100 New
Nisa Investment Advisors
430
Nisa Investment Advisors
Missouri
$4.58K
SWA
431
Sutton Wealth Advisors
Florida
$4.48K
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$4K -$388K -10,661 -99%
RIM
433
Rockbridge Investment Management
New York
$4K
GWS
434
Glassman Wealth Services
Virginia
$4K +$584 +13 +17%
HNB
435
Huntington National Bank
Ohio
$3K
ZB
436
Zions Bancorporation
Utah
$3K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$3K +$169 +4 +6%
MWP
438
Meridian Wealth Partners
Pennsylvania
$3K +$3K +71 New
LC
439
Lindbrook Capital
California
$2K
WT
440
Washington Trust
Rhode Island
$2K
PMFA
441
Plante Moran Financial Advisors
Michigan
$2K
VCM
442
Versant Capital Management
Arizona
$2K
AWM
443
Atticus Wealth Management
Florida
$2K
BAM
444
Bellevue Asset Management
Washington
$1K -$125 -4 -11%
EARNEST Partners
445
EARNEST Partners
Georgia
$1K
LIM
446
Longfellow Investment Management
Massachusetts
$1K
EFSCE
447
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +17 New
APWA
448
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +23 New
HWA
449
Heritage Wealth Advisors
Virginia
$823
BBHC
450
Brown Brothers Harriman & Co
New York
$429 -$2 -44 -0.5%