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Brown & Brown

682 hedge funds and large institutions have $15.3B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 241 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $1.84M

140% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 45

9% more funds holding

Funds holding: 626682 (+56)

8% more capital invested

Capital invested by funds: $14.1B → $15.3B (+$1.17B)

4.61% more ownership

Funds ownership: 70.98%75.58% (+4.6%)

6% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 227

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
682
Holders Change
+56
Holders Change %
+8.95%
% of All Funds
9.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
108
Increased
241
Reduced
227
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$99.3M -$923K -12,917 -0.9%
MAM
27
Madison Asset Management
Wisconsin
$96.8M +$2.46M +34,428 +3%
LIP
28
Liontrust Investment Partners
United Kingdom
$95.3M -$6.12M -85,597 -6%
CAM
29
Close Asset Management
United Kingdom
$94.8M +$328K +4,589 +0.3%
Barclays
30
Barclays
United Kingdom
$89.7M +$21.8M +305,395 +32%
Charles Schwab
31
Charles Schwab
California
$88.7M +$1.86M +26,075 +2%
CAM
32
Congress Asset Management
Massachusetts
$82.4M +$82.9M +1,159,403 New
Legal & General Group
33
Legal & General Group
United Kingdom
$79.7M -$10.2M -142,462 -11%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$77.2M +$6.53M +91,326 +9%
Millennium Management
35
Millennium Management
New York
$72.3M -$9.58M -134,056 -12%
UBS AM
36
UBS AM
Illinois
$69.2M +$3.63M +50,730 +5%
Royal London Asset Management
37
Royal London Asset Management
United Kingdom
$68.1M -$3.67M -51,352 -5%
Capital World Investors
38
Capital World Investors
California
$66.8M
Man Group
39
Man Group
United Kingdom
$64.4M +$64.7M +905,710 New
N
40
Nuveen
North Carolina
$64.1M -$1.05M -14,743 -2%
JP Morgan Chase
41
JP Morgan Chase
New York
$61.4M +$13.6M +189,699 +28%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$59.4M -$13.3M -185,863 -18%
Swiss National Bank
43
Swiss National Bank
Switzerland
$53.6M -$1.49M -20,900 -3%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$51.6M +$23.4M +327,253 +82%
TIA
45
Tandem Investment Advisors
South Carolina
$51M +$1.22M +17,113 +2%
Deutsche Bank
46
Deutsche Bank
Germany
$49.7M +$16.1M +225,076 +48%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$46.7M +$1.33M +18,557 +3%
Allianz Asset Management
48
Allianz Asset Management
Germany
$46.1M +$35.8M +500,847 +339%
BFM
49
Boston Financial Management
Massachusetts
$44.9M -$587K -8,218 -1%
Victory Capital Management
50
Victory Capital Management
Texas
$43.2M -$30.2M -422,254 -41%