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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
UBS AM
26
UBS AM
Illinois
$65.5M +$2.86M +62,126 +5%
Charles Schwab
27
Charles Schwab
California
$62M +$744K +16,170 +1%
Swiss National Bank
28
Swiss National Bank
Switzerland
$53M -$1.12M -24,400 -2%
Invesco
29
Invesco
Georgia
$52M -$300K -6,518 -0.6%
Bank of America
30
Bank of America
North Carolina
$49.6M -$6.56M -142,588 -12%
Citadel Advisors
31
Citadel Advisors
Florida
$45.7M +$41.7M +904,961 +1,514%
N
32
Nuveen
North Carolina
$45.5M +$7.76M +168,600 +21%
CIM
33
Confluence Investment Management
Missouri
$45.3M -$917K -19,930 -2%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$45.1M +$24.1M +524,090 +122%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$44.4M -$2.45M -53,200 -5%
Federated Hermes
36
Federated Hermes
Pennsylvania
$42.2M -$3.18M -69,177 -7%
Morgan Stanley
37
Morgan Stanley
New York
$40.5M +$8.37M +181,939 +27%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$38.6M -$4.54M -98,590 -11%
Goldman Sachs
39
Goldman Sachs
New York
$36.9M -$26.9M -583,875 -43%
KBC Group
40
KBC Group
Belgium
$36.3M +$943K +20,488 +17%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$36.1M +$12.8M +278,004 +58%
Victory Capital Management
42
Victory Capital Management
Texas
$35.8M -$52.5M -1,139,878 -60%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$34.5M -$2.14M -46,426 -6%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$31.3M -$2.86M -62,048 -9%
CS
45
Credit Suisse
Switzerland
$31.2M +$5.43M +118,006 +22%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$31.1M +$39.4K +855 +0.1%
PI
47
PGGM Investments
Netherlands
$28.8M +$1.74M +37,810 +7%
BFM
48
Boston Financial Management
Massachusetts
$28.7M +$136K +2,950 +0.5%
RJA
49
Raymond James & Associates
Florida
$28.7M +$767K +16,658 +3%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$27.5M -$159K -3,451 -0.6%