BRO icon

Brown & Brown
BRO

Overview Fund Activity

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.89%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$616M
2
CAM
Congress Asset Management
Massachusetts
+$82.4M
3
Man Group
Man Group
United Kingdom
+$64.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$61.5M
5
Goldman Sachs
Goldman Sachs
New York
+$37.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$172M
2
CCP
Clarkston Capital Partners
Michigan
-$45.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$43.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$43.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Handelsinvest Investeringsforvaltning
Denmark
$528K +$528K +7,431 New
KAS
427
Kestra Advisory Services
Texas
$523K +$213K +3,002 +69%
HAS
428
Holland Advisory Services
Florida
$521K -$65.5K -921 -11%
NRI
429
NFP Retirement Inc
California
$511K – – –
CC
430
Cannell & Co
New York
$501K – – –
BAMF
431
BI Asset Management Fondsmaeglerselskab
Denmark
$498K +$218K +3,070 +78%
Jane Street
432
Jane Street
New York
$495K -$5.8M -81,554 -92%
BCM
433
Brookstone Capital Management
Illinois
$492K +$2.56K +36 +0.5%
MC
434
Moors & Cabot
Massachusetts
$479K -$356 -5 -0.1%
IC
435
IEQ Capital
California
$464K -$66.8K -940 -13%
TMAM
436
Tokio Marine Asset Management
Japan
$464K +$42.8K +602 +10%
NLP
437
Next Level Private
New York
$463K -$48.4K -681 -9%
I
438
InceptionR
California
$458K +$458K +6,443 New
XWM
439
Xcel Wealth Management
Florida
$454K +$14.2K +200 +3%
LCWP
440
Legacy Capital Wealth Partners
Arkansas
$449K +$11.2K +158 +3%
GCP
441
GSA Capital Partners
United Kingdom
$443K +$443K +6,232 New
BMSSC
442
B. Metzler seel. Sohn & Co
Germany
$426K +$84.6K +1,189 +25%
MOS
443
MGO One Seven
Ohio
$425K +$425K +5,972 New
SIM
444
Studio Investment Management
Illinois
$414K -$73K -1,026 -15%
MYIA
445
Mount Yale Investment Advisors
Colorado
$409K +$409K +5,757 New
MFA
446
Mayflower Financial Advisors
Massachusetts
$409K -$640 -9 -0.2%
APWM
447
Argonautica Private Wealth Management
Massachusetts
$408K -$40.7K -572 -9%
WTB
448
Washington Trust Bank
Washington
$406K – – –
SW
449
SlateStone Wealth
Florida
$402K -$7.12K -100 -2%
BFM
450
Boothbay Fund Management
New York
$402K -$218K -3,067 -35%
16 17
18
19 20