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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
DWM
451
Darwin Wealth Management
Florida
$208K
EI
452
Ethic Inc
New York
$204K -$99.5K -1,702 -32%
PMEF
453
Point72 Middle East FZE
United Arab Emirates
$189K +$194K +3,324 New
AIM
454
Anchor Investment Management
South Carolina
$175K -$11.7K -200 -6%
BAMF
455
BI Asset Management Fondsmaeglerselskab
Denmark
$172K +$177K +3,020 New
GTCM
456
Gyon Technologies Capital Management
New Jersey
$169K -$234K -4,005 -57%
PTC
457
Private Trust Company
Ohio
$167K
ST
458
Smithfield Trust
Pennsylvania
$143K
SOW
459
State of Wyoming
Wyoming
$138K +$119K +2,032 +524%
AAM
460
Advisors Asset Management
Colorado
$123K -$11.9K -203 -9%
BEI
461
Benjamin Edwards Inc
Missouri
$122K -$12.2K -208 -9%
BAM
462
Belpointe Asset Management
Nevada
$118K +$122K +2,080 New
CI Investments Inc
463
CI Investments Inc
Ontario, Canada
$115K +$100K +1,711 +552%
TWM
464
Tradition Wealth Management
Minnesota
$112K
CCA
465
Column Capital Advisors
Indiana
$108K
FFA
466
Farther Finance Advisors
California
$99.4K +$102K +1,744 New
MA
467
Montag & Associates
Georgia
$98.4K
O
468
Ossiam
France
$88.5K -$1.71M -29,160 -95%
SIM
469
Sentry Investment Management
Wisconsin
$88K +$8.01K +137 +10%
Dimensional Fund Advisors
470
Dimensional Fund Advisors
Texas
$83.8K -$1.71M -29,228 -2%
PA
471
Parallel Advisors
California
$83K -$34.4K -589 -29%
OWA
472
One Wealth Advisors
California
$80.2K +$82.3K +1,408 New
TCOV
473
Trust Company of Vermont
Vermont
$79.8K
S
474
SignatureFD
Georgia
$79.3K -$468 -8 -0.6%
GEA
475
Glen Eagle Advisors
New Jersey
$71.2K