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Brown & Brown

456 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $818K

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0.19% more ownership

Funds ownership: 70.33%70.52% (+0.19%)

4% less capital invested

Capital invested by funds: $9.45B → $9.09B (-$359M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 463456 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
159
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$52.1M +$996K +21,700 +2%
Charles Schwab
27
Charles Schwab
California
$51.5M -$8.29M -180,576 -14%
Millennium Management
28
Millennium Management
New York
$50.3M +$35.5M +773,281 +237%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$49M +$14.3M +310,825 +41%
N
30
Nuveen
North Carolina
$44.8M +$901K +19,639 +2%
Morgan Stanley
31
Morgan Stanley
New York
$44M +$4.93M +107,461 +13%
CIM
32
Confluence Investment Management
Missouri
$43.9M +$218K +4,752 +0.5%
Federated Hermes
33
Federated Hermes
Pennsylvania
$41.3M +$567K +12,348 +1%
Invesco
34
Invesco
Georgia
$40.7M -$9.46M -206,151 -19%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$39.3M -$3.59M -78,200 -8%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$36.1M -$1.13M -24,526 -3%
Goldman Sachs
37
Goldman Sachs
New York
$35.1M -$445K -9,704 -1%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$33M -$257K -5,610 -0.8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$29.4M -$765K -16,661 -3%
RJA
40
Raymond James & Associates
Florida
$28.6M +$910K +19,819 +3%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$28.5M +$28.6M +624,032 New
BFM
42
Boston Financial Management
Massachusetts
$28M +$338K +7,361 +1%
SI
43
Scout Investments
Missouri
$27.7M +$9.12M +198,700 +49%
PI
44
PGGM Investments
Netherlands
$27.7M -$60K -1,308 -0.2%
CS
45
Credit Suisse
Switzerland
$26.8M -$3.3M -71,982 -11%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$25.8M -$4.24M -92,416 -14%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$25.7M -$615K -13,399 -2%
Renaissance Technologies
48
Renaissance Technologies
New York
$25.6M +$17.4M +379,300 +211%
TIA
49
Tandem Investment Advisors
South Carolina
$24M +$2.64M +57,627 +12%
Victory Capital Management
50
Victory Capital Management
Texas
$23.4M -$11.1M -242,812 -32%