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Brown & Brown

456 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $818K

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0.19% more ownership

Funds ownership: 70.33%70.52% (+0.19%)

4% less capital invested

Capital invested by funds: $9.45B → $9.09B (-$359M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 463456 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
8.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
159
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
476
Quantbot Technologies
New York
-$415K -8,756 Closed
KFA
477
Krane Funds Advisors
New York
-$373K -7,858 Closed
SS
478
Simplicity Solutions
Minnesota
-$360K -7,602 Closed
FI
479
FormulaFolio Investments
Michigan
-$331K -6,990 Closed
CDIA
480
Capital Directions Investment Advisors
Georgia
-$299K -6,302 Closed
MFG
481
Magnus Financial Group
New York
-$281K -5,921 Closed
KWM
482
Kingsview Wealth Management
Oregon
-$266K -5,618 Closed
PG
483
Pendal Group
Australia
-$263K -5,543 Closed
TCM
484
Teza Capital Management
Illinois
-$246K -5,199 Closed
JF
485
Jump Financial
Illinois
-$240K -5,069 Closed
HIM
486
Hotaling Investment Management
Pennsylvania
-$236K -4,975 Closed
BAM
487
Blueshift Asset Management
New Jersey
-$223K -4,712 Closed
YIH
488
Y-Intercept (HK)
Hong Kong
-$215K -4,648 Closed
Vontobel Holding
489
Vontobel Holding
Switzerland
-$210K -4,597 Closed
CCA
490
Cadent Capital Advisors
Oklahoma
-$203K -4,291 Closed
QCM
491
Quantinno Capital Management
New York
-$202K -4,255 Closed
PI
492
PEAK6 Investments
Illinois
-$117K -2,555 Closed
CG
493
Cutler Group
California
-$111K -2,356 Closed
FC
494
FORA Capital
Florida
-$109K -2,308 Closed
CFB
495
Cullen/Frost Bankers
Texas
-$32K -666 Closed
VAIA
496
Virtus Alternative Investment Advisers
Connecticut
-$31K -645 Closed
HFM
497
Harvest Fund Management
China
-$25K -547 Closed
PWA
498
Phoenix Wealth Advisors
North Carolina
-$19K -400 Closed
SIAG
499
Safeguard Investment Advisory Group
California
-$9K -204 Closed
VCG
500
Vantage Consulting Group
Virginia
-$10K -203 Closed