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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
426
Foundry Partners
Minnesota
$251K +$258K +4,408 New
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$248K -$47.9K -819 -16%
Assenagon Asset Management
428
Assenagon Asset Management
Luxembourg
$247K -$37.7M -645,099 -99%
JSW
429
Journey Strategic Wealth
New Jersey
$243K +$52K +889 +26%
FFP
430
FourThought Financial Partners
Florida
$243K +$250K +4,270 New
SQA
431
Simon Quick Advisors
New Jersey
$243K +$250K +4,267 New
AG
432
AIA Group
Hong Kong
$243K +$249K +4,262 New
ACM
433
Acrisure Capital Management
Texas
$237K +$244K +4,167 New
MAM
434
Martingale Asset Management
Massachusetts
$236K -$20.7K -354 -8%
SCA
435
Stonebridge Capital Advisors
Minnesota
$234K
PA
436
Pinnacle Associates
New York
$231K -$31.1K -532 -12%
PWM
437
Provident Wealth Management
Tennessee
$230K
FDCDDQ
438
Federation des caisses Desjardins du Quebec
Quebec, Canada
$229K -$17.9M -306,482 -99%
Fuller & Thaler Asset Management
439
Fuller & Thaler Asset Management
California
$228K -$36.1K -618 -13%
MIC
440
Means Investment Company
Maine
$228K
SAM
441
Shell Asset Management
Netherlands
$226K -$47.3K -809 -17%
FC
442
FORA Capital
Florida
$226K -$382K -6,534 -62%
SIA
443
Schechter Investment Advisors
Michigan
$222K -$50.2K -858 -18%
MWM
444
Mattern Wealth Management
Kansas
$217K -$5.85K -100 -3%
WHCI
445
W.H. Cornerstone Investments
Massachusetts
$215K +$117 +2 +0.1%
IIC
446
Integrated Investment Consultants
Michigan
$214K +$220K +3,759 New
SSW
447
Smith Shellnut Wilson
Mississippi
$212K +$3.16K +54 +1%
CRC
448
Curi RMB Capital
Illinois
$212K -$131K -2,237 -38%
BCV
449
Banque Cantonale Vaudoise
Switzerland
$211K
BFM
450
Boothbay Fund Management
New York
$210K +$216K +3,689 New