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Brown & Brown

511 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 172 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+46
Holders Change %
+9.89%
% of All Funds
8.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
172
Reduced
161
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.26M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
476
Harbour Investments
Wisconsin
$11K
PSB
477
Piscataqua Savings Bank
New Hampshire
$11K
PWMG
478
Prestige Wealth Management Group
New Jersey
$11K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
479
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$8.01K -141 -44%
RTL
480
Red Tortoise LLC
Georgia
$9K +$9K +147 New
SA
481
SRH Advisors
Kansas
$8K
APA
482
American Portfolios Advisors
New York
$7.21K +$7.21K +130 New
HNB
483
Huntington National Bank
Ohio
$7K +$230 +4 +3%
NFG
484
Next Financial Group
Texas
$7K +$7K +123 New
BWM
485
BerganKDV Wealth Management
Minnesota
$7K +$7K +131 New
MA
486
Montag & Associates
Georgia
$6K
PFBT
487
Parkside Financial Bank & Trust
Missouri
$6K +$1.43K +24 +31%
SWA
488
Sutton Wealth Advisors
Florida
$5.43K
GWS
489
Glassman Wealth Services
Virginia
$5K
RIM
490
Rockbridge Investment Management
New York
$5K
DOA
491
D'Orazio & Associates
Virginia
$5K +$5K +87 New
VCM
492
Vigilant Capital Management
Maine
$5K +$5K +88 New
ZB
493
Zions Bancorporation
Utah
$4K
Nisa Investment Advisors
494
Nisa Investment Advisors
Missouri
$3.48K -$11 -200 -0.3%
PMFA
495
Plante Moran Financial Advisors
Michigan
$3K
BA
496
Bellwether Advisors
Nebraska
$3K +$3K +55 New
CTC
497
Central Trust Company
Missouri
$3K +$3K +56 New
Capstone Investment Advisors
498
Capstone Investment Advisors
New York
$3K +$3K +57 New
ADL
499
Asset Dedication LLC
California
$3K +$3K +62 New
CWP
500
Concord Wealth Partners
Virginia
$2K -$17.8K -303 -90%