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Brown & Brown
BRO

Overview Fund Activity

231 hedge funds and large institutions have $3.29B invested in Brown & Brown in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
78
Reduced
88
Closed
25
Calls
$180K
Puts
–
Net Calls
+$180K
Net Calls Change
+$108K

Top Buyers

1
MA
Marshfield Associates
District of Columbia
$52.5M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$107M
3
Victory Capital Management
Victory Capital Management
Texas
$38.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$116M
5
Invesco
Invesco
Georgia
$26.7M

Top Sellers

1
VFA
Virtus Fund Advisers
Connecticut
$81K
2
Citadel Advisors
Citadel Advisors
Florida
$49.2M
3
Norges Bank
Norges Bank
Norway
$30.9M
4
ClearBridge Investments
ClearBridge Investments
New York
$29K
5
ESCM
Echo Street Capital Management
New York
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$38.7M +$38.7M +2,405,788 New
Northern Trust
27
Northern Trust
Illinois
$35.7M +$4.66M +289,778 +15%
GCM
28
Geneva Capital Management
Wisconsin
$34.8M -$8.47M -527,144 -20%
WIM
29
Weitz Investment Management
Nebraska
$33.7M -$815K -50,682 -2%
Norges Bank
30
Norges Bank
Norway
$30.9M -$28.8M -1,791,364 -48%
Franklin Resources
31
Franklin Resources
California
$28M -$140K -8,720 -0.5%
HIM
32
Hermes Investment Management
United Kingdom
$27.9M +$1.21M +75,528 +5%
Invesco
33
Invesco
Georgia
$26.7M +$24.7M +1,538,510 +1,258%
NFA
34
Nationwide Fund Advisors
Ohio
$26.2M -$2.66M -165,292 -9%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$23.8M +$912K +56,732 +4%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$20.2M +$69.9K +4,350 +0.3%
Allianz Asset Management
37
Allianz Asset Management
Germany
$19.9M +$10.7M +671,418 +115%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$19.5M -$6.93M -431,144 -26%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$18.5M +$1.91M +119,100 +12%
Select Equity Group
40
Select Equity Group
New York
$18.2M +$18.2M +1,133,516 New
ESCM
41
Echo Street Capital Management
New York
$16.8M -$22M -1,367,068 -57%
Legal & General Group
42
Legal & General Group
United Kingdom
$15.5M -$244K -15,174 -2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$15.1M +$10.8M +671,210 +252%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$14.8M +$7.19M +446,992 +95%
PC
45
Polar Capital
United Kingdom
$13.8M -$1.91M -119,000 -12%
WA
46
Westport Advisers
Connecticut
$13M – – –
CIM
47
Confluence Investment Management
Missouri
$12.4M +$1.15M +71,540 +10%
RRAM
48
River Road Asset Management
Kentucky
$11.9M +$11.9M +740,840 New
MG
49
Markel Group
Virginia
$11.8M – – –
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$11.1M -$2.1M -130,400 -16%
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