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Brown & Brown
BRO

Overview Fund Activity

547 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+36
Holders Change %
+7.05%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
94
Increased
187
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M

Top Buyers

1
Invesco
Invesco
Georgia
+$55.7M
2
SI
Scout Investments
Missouri
+$37.4M
3
Fidelity International
Fidelity International
Bermuda
+$33.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$32.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$30.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$444M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$64.6M
3
ACM
Atlanta Capital Management
Georgia
-$57.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$31.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
426
Dark Forest Capital Management
Puerto Rico
$258K +$258K +3,672 New
EWA
427
EP Wealth Advisors
California
$256K -$4.08K -58 -2%
TC
428
TownSquare Capital
Utah
$256K +$256K +3,648 New
MSAM
429
Moloney Securities Asset Management
Missouri
$253K -$1.15M -16,296 -82%
MOS
430
MGO One Seven
Ohio
$252K +$252K +3,589 New
American Century Companies
431
American Century Companies
Missouri
$248K +$248K +3,522 New
TMAM
432
Tokio Marine Asset Management
Japan
$246K +$246K +3,500 New
AIM
433
Anchor Investment Management
South Carolina
$245K – – –
JSW
434
Journey Strategic Wealth
New Jersey
$240K +$240K +3,410 New
PL
435
Pluribus Labs
California
$239K +$239K +3,406 New
QT
436
Quantbot Technologies
New York
$233K -$3.21M -45,865 -93%
IA
437
IFP Advisors
Florida
$232K -$9.24K -131 -4%
LS
438
Livforsakringsbolaget Skandia
Sweden
$225K – – –
FA
439
Faithward Advisors
Pennsylvania
$224K -$337K -4,794 -60%
DWM
440
Darwin Wealth Management
Florida
$218K +$218K +3,400 New
GL
441
Graypoint LLC
New York
$211K +$211K +3,000 New
Fayez Sarofim & Co
442
Fayez Sarofim & Co
Texas
$211K +$211K +3,007 New
KWM
443
Kingsview Wealth Management
Oregon
$210K +$210K +2,987 New
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$209K +$209K +2,969 New
Mercer Global Advisors
445
Mercer Global Advisors
Colorado
$209K +$209K +2,974 New
VI
446
Vestcor Inc
New Brunswick, Canada
$208K -$41.5K -589 -17%
SSW
447
Smith Shellnut Wilson
Mississippi
$203K +$203K +2,887 New
ST
448
Smithfield Trust
Pennsylvania
$177K – – –
GLLW
449
Graves Light Lenhart Wealth
Virginia
$176K – – –
TC
450
TAP Consulting
Missouri
$168K +$168K +2,391 New
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