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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
476
Annapolis Financial Services
Maryland
$68.4K
PCM
477
Penserra Capital Management
California
$68K -$7.6K -130 -10%
AWM
478
Atticus Wealth Management
Florida
$66.7K
T
479
TOBAM
France
$66K +$67.4K +1,152 New
MWM
480
MinichMacGregor Wealth Management
New York
$62.8K +$64.4K +1,102 New
CA
481
CoreCap Advisors
Michigan
$55.2K +$56.7K +969 New
PFBT
482
Parkside Financial Bank & Trust
Missouri
$51.6K +$22.9K +391 +76%
C
483
Covestor
United Kingdom
$47K +$12K +205 +33%
TFP
484
Tilia Fiduciary Partners
North Carolina
$45.3K
USCWA
485
U.S. Capital Wealth Advisors
Texas
$42.5K +$43.6K +746 New
CT
486
Caldwell Trust
Florida
$38.5K
GCM
487
Gables Capital Management
Florida
$38.1K
APF
488
Alaska Permanent Fund
Alaska
$36K
QC
489
Quent Capital
New York
$33.6K +$5.03K +86 +17%
Pacer Advisors
490
Pacer Advisors
Pennsylvania
$30.9K +$3.8K +65 +14%
CP
491
Castleview Partners
Texas
$29.6K -$14.3K -245 -32%
Loomis, Sayles & Company
492
Loomis, Sayles & Company
Massachusetts
$29K +$3.98K +68 +15%
ADL
493
Asset Dedication LLC
California
$29K +$29.6K +506 New
AF
494
Allworth Financial
California
$28.8K -$4.5K -77 -13%
OAJ
495
Ogorek Anthony Joseph
New York
$28K
BHWM
496
Beaird Harris Wealth Management
Texas
$25.2K +$2.57K +44 +11%
MPCL
497
My Personal CFO LLC
Washington
$24.6K +$25.2K +431 New
AAG
498
Armstrong Advisory Group
Massachusetts
$22.8K +$23.4K +400 New
CSPIA
499
Cary Street Partners Investment Advisory
Virginia
$22.8K +$23.4K +400 New
TPCW
500
TD Private Client Wealth
New York
$21.6K +$9.94K +170 +81%