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Brown & Brown
BRO

Overview Fund Activity

547 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+36
Holders Change %
+7.05%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
94
Increased
187
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M

Top Buyers

1
Invesco
Invesco
Georgia
+$55.7M
2
SI
Scout Investments
Missouri
+$37.4M
3
Fidelity International
Fidelity International
Bermuda
+$33.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$32.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$30.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$444M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$64.6M
3
ACM
Atlanta Capital Management
Georgia
-$57.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$31.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
476
Fifth Third Bancorp
Ohio
$48K +$1.76K +25 +4%
AF
477
Advisornet Financial
Minnesota
$42K +$1.42K +20 +3%
CA
478
CoreCap Advisors
Michigan
$42K +$42K +595 New
WOC
479
West Oak Capital
California
$39K +$39K +550 New
FAG
480
Fortitude Advisory Group
Washington
$38K +$38K +538 New
OAJ
481
Ogorek Anthony Joseph
New York
$35K – – –
CFA
482
Carroll Financial Associates
North Carolina
$33K +$203 +3 +0.6%
SOW
483
State of Wyoming
Wyoming
$32K +$1.75K +25 +6%
FPS
484
Fieldpoint Private Securities
Connecticut
$30K – – –
WTA
485
Washington Trust Advisors
Massachusetts
$30K +$30K +427 New
CWP
486
Concord Wealth Partners
Virginia
$28K +$25.6K +370 +1,088%
ACM
487
Aquatic Capital Management
Illinois
$28K +$28K +400 New
PCG
488
Private Capital Group
Connecticut
$27K +$10.7K +151 +66%
FAM
489
Fred Alger Management
New York
$27K +$27K +385 New
TFM
490
TFC Financial Management
Massachusetts
$26K – – –
FFC
491
First Financial Corp
Indiana
$26K – – –
JWM
492
Janiczek Wealth Management
Colorado
$21K +$1.1K +16 +6%
DSC
493
Duncker Streett & Co
Missouri
$20K – – –
QCG
494
Quadrant Capital Group
Ohio
$20K +$432 +6 +2%
CTB
495
Country Trust Bank
Illinois
$19K – – –
DWP
496
Destiny Wealth Partners
Florida
$19K – – –
DAM
497
Delta Asset Management
Tennessee
$18K – – –
First Manhattan
498
First Manhattan
New York
$15K – – –
CFN
499
Cordasco Financial Network
Florida
$15K – – –
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$15K +$15K +207 New
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