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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
IFG
451
Independent Financial Group
California
$220K
CC
452
Cannell & Co
New York
$218K -$62.9K -1,000 -22%
WHCI
453
W.H. Cornerstone Investments
Massachusetts
$217K +$220K +3,504 New
Cetera Investment Advisers
454
Cetera Investment Advisers
Illinois
$212K -$13.5K -214 -6%
GT
455
Greenleaf Trust
Michigan
$211K +$220K +3,490 New
DWM
456
Darwin Wealth Management
Florida
$208K
MYAM
457
Meiji Yasuda Asset Management
Japan
$206K -$23.3K -370 -10%
JSW
458
Journey Strategic Wealth
New Jersey
$205K +$213K +3,383 New
AIM
459
Anchor Investment Management
South Carolina
$198K -$12.6K -200 -6%
PTC
460
Private Trust Company
Ohio
$177K
ST
461
Smithfield Trust
Pennsylvania
$152K
AAM
462
Advisors Asset Management
Colorado
$143K +$18.7K +297 +14%
BEI
463
Benjamin Edwards Inc
Missouri
$142K +$2.89K +46 +2%
PA
464
Parallel Advisors
California
$124K +$11.5K +182 +10%
WFA
465
Wipfli Financial Advisors
Wisconsin
$124K +$129K +2,052 New
TWM
466
Tradition Wealth Management
Minnesota
$119K +$123K +1,960 New
CCA
467
Column Capital Advisors
Indiana
$115K
Group One Trading
468
Group One Trading
Illinois
$106K +$110K +1,749 New
MA
469
Montag & Associates
Georgia
$105K +$102K +1,628 +1,628%
S
470
SignatureFD
Georgia
$85K -$1.38K -22 -2%
SIM
471
Sentry Investment Management
Wisconsin
$85K
TCOV
472
Trust Company of Vermont
Vermont
$85K
FAM
473
Fred Alger Management
New York
$81K -$45.9K -730 -35%
PCM
474
Penserra Capital Management
California
$81K +$2.14K +34 +3%
NICM
475
Neo Ivy Capital Management
New York
$78K -$66.6K -1,059 -45%