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Brown & Brown

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8%73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Burgundy Asset Management
Ontario, Canada
$102M +$644K +9,979 +0.7%
Bank of America
27
Bank of America
North Carolina
$101M -$551K -8,542 -0.6%
Legal & General Group
28
Legal & General Group
United Kingdom
$100M -$5.87M -91,045 -6%
MAM
29
Madison Asset Management
Wisconsin
$95.5M -$1.61M -24,930 -2%
SI
30
Scout Investments
Missouri
$86.3M +$34.3M +531,846 +76%
UBS AM
31
UBS AM
Illinois
$74.8M -$2.17M -33,571 -3%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$72.8M -$29.1M -451,026 -30%
Swiss National Bank
33
Swiss National Bank
Switzerland
$63.9M -$2.43M -37,600 -4%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$60.9M +$10.3M +159,875 +23%
N
35
Nuveen
North Carolina
$58.8M -$6.48M -100,499 -11%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$53.6M +$28.2M +437,912 +135%
CIM
37
Confluence Investment Management
Missouri
$50.7M -$8.25M -127,931 -15%
VNIM
38
Vaughan Nelson Investment Management
Texas
$50.1M -$14.5M -224,475 -24%
Barclays
39
Barclays
United Kingdom
$49.8M -$2.11M -32,748 -4%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$48.4M -$5.04M -78,094 -10%
Fidelity International
41
Fidelity International
Bermuda
$48.4M +$30.4M +470,890 +216%
Federated Hermes
42
Federated Hermes
Pennsylvania
$47.6M +$645K +9,996 +1%
CS
43
Credit Suisse
Switzerland
$46.8M +$6M +93,026 +16%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$46.7M +$29.8M +461,500 +227%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$46.4M -$7.36M -114,078 -15%
BFM
46
Boston Financial Management
Massachusetts
$44.2M -$150K -2,323 -0.4%
TIA
47
Tandem Investment Advisors
South Carolina
$43.6M +$1.09M +16,874 +3%
BTW
48
Boston Trust Walden
Massachusetts
$43M -$400K -6,198 -1%
RJA
49
Raymond James & Associates
Florida
$43M -$1.78M -27,597 -4%
Deutsche Bank
50
Deutsche Bank
Germany
$41.4M -$2.82M -43,694 -7%