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Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
426
Vontobel Holding
Switzerland
$280K -$14K -223 -5%
Fuller & Thaler Asset Management
427
Fuller & Thaler Asset Management
California
$280K -$9.12K -145 -3%
BSW
428
Buckingham Strategic Wealth
Missouri
$279K -$14.8K -235 -5%
PA
429
Pinnacle Associates
New York
$277K +$26.1K +415 +10%
MAM
430
Martingale Asset Management
Massachusetts
$274K -$63 -1 -0%
WPC
431
Wedmont Private Capital
Pennsylvania
$273K +$284K +4,520 New
DT
432
Diversified Trust
Tennessee
$267K -$43.7K -695 -14%
FF
433
FourThought Financial
Florida
$260K -$143K -2,277 -35%
Walleye Capital
434
Walleye Capital
New York
$258K -$557K -8,854 -67%
CAN
435
Cetera Advisor Networks
California
$255K +$15.9K +252 +6%
RIM
436
Redpoint Investment Management
Australia
$250K
DC
437
Davenport & Co
Virginia
$250K +$40.5K +644 +18%
IA
438
IFP Advisors
Florida
$249K +$39.8K +633 +8%
SCA
439
Stonebridge Capital Advisors
Minnesota
$248K
WG
440
Winton Group
United Kingdom
$246K +$255K +4,060 New
PWM
441
Provident Wealth Management
Tennessee
$244K
TMAM
442
Tokio Marine Asset Management
Japan
$244K +$12.7K +202 +5%
MIC
443
Means Investment Company
Maine
$242K
S
444
Seeyond
France
$241K -$320K -5,084 -56%
TI
445
Tidal Investments
Wisconsin
$240K +$7.55K +120 +3%
MWM
446
Mattern Wealth Management
Kansas
$236K
YIH
447
Y-Intercept (HK)
Hong Kong
$230K +$239K +3,801 New
BCV
448
Banque Cantonale Vaudoise
Switzerland
$223K
MWA
449
Motive Wealth Advisors
Michigan
$222K -$1.17M -18,623 -84%
SSW
450
Smith Shellnut Wilson
Mississippi
$222K +$231K +3,671 New