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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Madison Asset Management
Wisconsin
$75.5M -$59.8K -1,022 -0.1%
Legal & General Group
27
Legal & General Group
United Kingdom
$74.5M -$4.75M -81,264 -6%
CAM
28
Close Asset Management
United Kingdom
$74M +$15.7M +269,000 +26%
Charles Schwab
29
Charles Schwab
California
$67.8M +$1.94M +33,207 +3%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$62.5M +$17.3M +296,226 +37%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$62.1M +$17.8M +304,921 +39%
Swiss National Bank
32
Swiss National Bank
Switzerland
$55.6M -$3.67M -62,775 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$54.1M +$3.6M +61,584 +7%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.7M +$16.7M +285,572 +45%
N
35
Nuveen
North Carolina
$52.5M -$1.75M -29,922 -3%
UBS AM
36
UBS AM
Illinois
$47.9M -$75.4K -1,289 -0.2%
TCM
37
TimesSquare Capital Management
New York
$46.5M +$47.7M +815,425 New
SI
38
Scout Investments
Missouri
$45.9M -$29.1M -497,047 -38%
Royal London Asset Management
39
Royal London Asset Management
United Kingdom
$43.5M +$18.1M +308,956 +68%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$40.9M +$294K +5,030 +0.7%
TIA
41
Tandem Investment Advisors
South Carolina
$37M +$2.29M +39,189 +6%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$36.9M -$20.4M -348,300 -35%
Ameriprise
43
Ameriprise
Minnesota
$36.5M -$2.59M -44,274 -6%
Deutsche Bank
44
Deutsche Bank
Germany
$36.5M +$10.7M +183,828 +40%
BFM
45
Boston Financial Management
Massachusetts
$36.4M +$350K +5,992 +0.9%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$35.6M -$9.99M -170,896 -21%
CIM
47
Confluence Investment Management
Missouri
$34.8M -$11.8K -201 -0%
Fidelity International
48
Fidelity International
Bermuda
$33.2M -$3.37M -57,709 -9%
SCM
49
Snyder Capital Management
California
$29.9M -$470K -8,033 -2%
RJA
50
Raymond James & Associates
Florida
$29.8M +$3.89M +66,464 +15%