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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
476
MSH Capital Advisors
Arizona
$210K +$194K +3,050 New
Tudor Investment Corp
477
Tudor Investment Corp
Connecticut
$209K -$9.68M -152,164 -98%
MNBTD
478
Moody National Bank Trust Division
Texas
$205K +$190K +2,982 New
AWM
479
Axxcess Wealth Management
California
$205K +$189K +2,973 New
JSW
480
Journey Strategic Wealth
New Jersey
$205K -$82.8K -1,302 -30%
CA
481
CoreCap Advisors
Michigan
$202K +$187K +2,940 New
MMA
482
Miracle Mile Advisors
California
$202K +$187K +2,935 New
PTC
483
Private Trust Company
Ohio
$202K
WC
484
Waterloo Capital
Texas
$201K +$185K +2,915 New
ST
485
Smithfield Trust
Pennsylvania
$187K +$13.2K +207 +8%
T
486
TOBAM
France
$176K +$98.8K +1,553 +156%
CI Investments Inc
487
CI Investments Inc
Ontario, Canada
$138K +$3.44K +54 +3%
TWM
488
Tradition Wealth Management
Minnesota
$135K -$10.6K -167 -8%
CCA
489
Column Capital Advisors
Indiana
$131K
SAM
490
Shell Asset Management
Netherlands
$130K -$132K -2,076 -52%
CMF
491
Counterpoint Mutual Funds
California
$128K +$119K +1,864 New
BEI
492
Benjamin Edwards Inc
Missouri
$126K -$19.3K -304 -14%
UM
493
UniSuper Management
Australia
$117K +$108K +1,700 New
AAM
494
Advisors Asset Management
Colorado
$110K -$8.71K -137 -8%
PA
495
Parallel Advisors
California
$110K +$3.37K +53 +3%
FFA
496
Farther Finance Advisors
California
$106K
SIM
497
Sentry Investment Management
Wisconsin
$105K
S
498
SignatureFD
Georgia
$103K +$12.8K +202 +16%
TCOV
499
Trust Company of Vermont
Vermont
$96.4K
DGAM
500
Desjardins Global Asset Management
Quebec, Canada
$96.2K +$21.8K +343 +33%