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Brown & Brown

515 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 162 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 469515 (+46)

6% more capital invested

Capital invested by funds: $10.7B → $11.3B (+$671M)

1.22% more ownership

Funds ownership: 71.58%72.8% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 162

76% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $6.94M

Holders
515
Holders Change
+46
Holders Change %
+9.81%
% of All Funds
9.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
173
Reduced
162
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.25M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Burgundy Asset Management
Ontario, Canada
$80.2M -$739K -13,262 -0.9%
Bank of America
27
Bank of America
North Carolina
$79.9M +$13.4M +240,710 +20%
Morgan Stanley
28
Morgan Stanley
New York
$77.9M +$33.7M +604,172 +76%
MAM
29
Madison Asset Management
Wisconsin
$76.7M -$80K -1,436 -0.1%
Millennium Management
30
Millennium Management
New York
$71.8M +$24.8M +444,285 +52%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$69.7M +$2.59M +46,399 +4%
UBS AM
32
UBS AM
Illinois
$60.8M -$22.2M -397,500 -27%
Swiss National Bank
33
Swiss National Bank
Switzerland
$52.5M -$1.7M -30,500 -3%
VNIM
34
Vaughan Nelson Investment Management
Texas
$52M +$10.1M +180,525 +24%
N
35
Nuveen
North Carolina
$52M -$3.08M -55,280 -6%
CIM
36
Confluence Investment Management
Missouri
$47.1M -$6.5M -116,593 -12%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$42.9M +$4.26M +76,410 +11%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$42.5M +$11.5M +205,586 +37%
Barclays
39
Barclays
United Kingdom
$41.1M +$13.9M +249,069 +51%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$39.2M -$2.13M -38,238 -5%
SI
41
Scout Investments
Missouri
$38.6M +$5.68M +101,995 +17%
Federated Hermes
42
Federated Hermes
Pennsylvania
$37M -$2.72M -48,892 -7%
RJA
43
Raymond James & Associates
Florida
$35.4M -$86.6K -1,553 -0.2%
Deutsche Bank
44
Deutsche Bank
Germany
$35.1M +$9.03M +162,105 +34%
BFM
45
Boston Financial Management
Massachusetts
$35M +$388K +6,958 +1%
BTW
46
Boston Trust Walden
Massachusetts
$34.2M +$6.99M +125,412 +25%
PI
47
PGGM Investments
Netherlands
$33.7M +$166K +2,981 +0.5%
TIA
48
Tandem Investment Advisors
South Carolina
$33.5M +$4.7M +84,355 +16%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$32.7M -$4.17M -74,800 -11%
CS
50
Credit Suisse
Switzerland
$31.8M -$516K -9,259 -2%