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Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Bellevue Asset Management
Washington
$2K +$1.66K +36 New
Walleye Capital
452
Walleye Capital
New York
$1.69K +$1.64M +35,612 New
NFG
453
Next Financial Group
Texas
$1K -$51.7K -1,124 -98%
EARNEST Partners
454
EARNEST Partners
Georgia
$1K
VCM
455
Versant Capital Management
Arizona
$1K
LIM
456
Longfellow Investment Management
Massachusetts
$1K +$230 +5 New
HWA
457
Heritage Wealth Advisors
Virginia
$1K +$829 +18 New
PWPS
458
Pinnacle Wealth Planning Services
Ohio
$1K +$829 +18 New
TI
459
tru Independence
Oregon
$942 +$914K +19,866 New
FA
460
Faithward Advisors
Pennsylvania
-$7.12M -157,219 Closed
Assenagon Asset Management
461
Assenagon Asset Management
Luxembourg
-$6.13M -135,469 Closed
HF
462
HRT Financial
New York
-$3.34M -73,838 Closed
AL
463
AJO LP
Pennsylvania
-$2.9M -64,153 Closed
CM
464
Castleark Management
Illinois
-$2.47M -54,520 Closed
FAF
465
Första AP-fonden
Sweden
-$1.6M -35,300 Closed
MWNA
466
Marshall Wace North America
New York
-$1.46M -32,277 Closed
DWA
467
Dorsey Wright & Associates
California
-$1.44M -31,757 Closed
DF
468
Donoghue Forlines
Massachusetts
-$1.39M -30,612 Closed
Two Sigma Advisers
469
Two Sigma Advisers
New York
-$842K -18,600 Closed
LNC
470
Lincoln National Corp
Pennsylvania
-$769K -16,992 Closed
VWM
471
Venturi Wealth Management
Texas
-$646K -14,275 Closed
PHK
472
Point72 Hong Kong
Hong Kong
-$571K -12,611 Closed
CC
473
Centiva Capital
New York
-$365K -8,067 Closed
QSS
474
Quantitative Systematic Strategies
Florida
-$357K -7,892 Closed
GAM
475
Gotham Asset Management
New York
-$351K -7,753 Closed