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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
TFM
501
TFC Financial Management
Massachusetts
$21.4K
FIA
502
FNY Investment Advisers
New York
$19K -$29.6K -507 -59%
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$19K -$643 -11 -3%
JWM
504
Janiczek Wealth Management
Colorado
$17.8K
FAM
505
Fred Alger Management
New York
$17.7K -$60.3K -1,032 -77%
QCG
506
Quadrant Capital Group
Ohio
$16.2K -$2.16K -37 -11%
DSC
507
Duncker Streett & Co
Missouri
$16K
TWC
508
TD Waterhouse Canada
Ontario, Canada
$15.6K
CTB
509
Country Trust Bank
Illinois
$15.4K
DAM
510
Delta Asset Management
Tennessee
$14.2K +$14.6K +250 New
SWM
511
Spire Wealth Management
Virginia
$14K +$1.05K +18 +8%
SSG
512
Summit Securities Group
New York
$14K +$13.9K +238 New
QL
513
Quarry LP
New York
$13.7K +$14K +240 New
SC
514
SouthState Corp
Florida
$12.8K
SWA
515
Sutton Wealth Advisors
Florida
$12.2K -$117 -2 -0.9%
SIC
516
SJS Investment Consulting
Ohio
$11.7K -$30.1K -514 -71%
GWS
517
Glassman Wealth Services
Virginia
$11.7K +$2.16K +37 +22%
PSB
518
Piscataqua Savings Bank
New Hampshire
$11.6K
CFGS
519
Concourse Financial Group Securities
Alabama
$11.4K -$28.2K -483 -71%
LS
520
Livforsakringsbolaget Skandia
Sweden
$11.4K
BTI
521
Blue Trust Inc
Georgia
$11K +$526 +9 +5%
MCC
522
Money Concepts Capital
Florida
$9.69K +$1.93K +33 +24%
RTL
523
Red Tortoise LLC
Georgia
$8.38K +$8.6K +147 New
SA
524
SRH Advisors
Kansas
$8K
JWA
525
JFS Wealth Advisors
Pennsylvania
$7.86K -$2.57K -44 -24%