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Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
501
TFC Financial Management
Massachusetts
$23K
FFC
502
First Financial Corp
Indiana
$22K
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$21K +$1.51K +24 +8%
QCG
504
Quadrant Capital Group
Ohio
$19K -$1.01K -16 -5%
CI Investments Inc
505
CI Investments Inc
Ontario, Canada
$19K +$17.7K +282 +1,007%
JWM
506
Janiczek Wealth Management
Colorado
$18K
TWC
507
TD Waterhouse Canada
Ontario, Canada
$17.1K +$17.4K +276 New
DSC
508
Duncker Streett & Co
Missouri
$17K
CTB
509
Country Trust Bank
Illinois
$16K
SWM
510
Spire Wealth Management
Virginia
$14K -$51.2K -814 -78%
RTC
511
Riverview Trust Company
Washington
$14K
SC
512
SouthState Corp
Florida
$14K
SWA
513
Sutton Wealth Advisors
Florida
$13.1K
APA
514
American Portfolios Advisors
New York
$13K -$1.82K -29 -12%
First Manhattan
515
First Manhattan
New York
$13K
TPCW
516
TD Private Client Wealth
New York
$12.6K
LS
517
Livforsakringsbolaget Skandia
Sweden
$12K -$62.9K -1,000 -83%
PSB
518
Piscataqua Savings Bank
New Hampshire
$12K
JWA
519
JFS Wealth Advisors
Pennsylvania
$11K -$3.08K -49 -21%
LC
520
Lindbrook Capital
California
$11K +$8.56K +136 +324%
GWS
521
Glassman Wealth Services
Virginia
$10K -$1.45K -23 -12%
BTI
522
Blue Trust Inc
Georgia
$10K +$10.3K +163 +3,260%
Bank of Montreal
523
Bank of Montreal
Ontario, Canada
$9.76K +$1.48M +23,496 +18%
BWM
524
BerganKDV Wealth Management
Minnesota
$8K
GWSG
525
GPS Wealth Strategies Group
Colorado
$8K