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Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
E
476
Ergoteles
New York
-$308K -6,800 Closed
PP
477
PDT Partners
New York
-$285K -6,300 Closed
MGIM
478
M&G Investment Management
United Kingdom
-$281K -6,235 Closed
QI
479
Qtron Investments
Massachusetts
-$276K -6,104 Closed
MFS
480
Mirabella Financial Services
United Kingdom
-$250K -5,533 Closed
EI
481
Ellevest Inc
New York
-$237K -5,237 Closed
QC
482
Quadrature Capital
United Kingdom
-$235K -5,193 Closed
Twin Tree Management
483
Twin Tree Management
Texas
-$225K -4,979 Closed
PTC
484
Petrus Trust Company
Texas
-$207K -4,568 Closed
CH
485
Canton Hathaway
Rhode Island
-$134K -2,965 Closed
PWM
486
Provident Wealth Management
Tennessee
-$91K -2,000 Closed
MDCM
487
Morgan Dempsey Capital Management
Wisconsin
-$72K -1,589 Closed
BWM
488
BNC Wealth Management
Oregon
-$56K -1,248 Closed
PCM
489
Prelude Capital Management
New York
-$53K -1,173 Closed
CIA
490
CSat Investment Advisory
Michigan
-$40K -891 Closed
UOTTAIMCU
491
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$34K -753 Closed
T
492
TOBAM
France
-$31K -695 Closed
FHA
493
Flagship Harbor Advisors
Massachusetts
-$20K -446 Closed
FAM
494
Fred Alger Management
New York
-$18K -398 Closed
GWM
495
Geneos Wealth Management
Colorado
-$10K -250 Closed
RA
496
Rational Advisors
New York
-$5K -111 Closed
APA
497
American Portfolios Advisors
New York
-$1.9K -42 Closed
FGAM
498
Financial Gravity Asset Management
Texas
+$276 +6 New
RPWA
499
Regent Peak Wealth Advisors
Georgia
+$322 +7 New