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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
MA
501
Montag & Associates
Georgia
$94.8K
Acadian Asset Management
502
Acadian Asset Management
Massachusetts
$93K -$2.41M -37,922 -97%
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86K -$888K -13,954 -92%
GEA
504
Glen Eagle Advisors
New Jersey
$86K
AFS
505
Annapolis Financial Services
Maryland
$85.1K +$2.29K +36 +3%
HT
506
Headlands Technologies
Illinois
$84.4K +$78K +1,226 New
AWM
507
Atticus Wealth Management
Florida
$80.5K
SWM
508
Spire Wealth Management
Virginia
$77.9K +$6.49K +102 +10%
AP
509
Arlington Partners
Alabama
$71.9K +$52K +818 +362%
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$63K +$32.8K +515 +129%
FHA
511
First Horizon Advisors
Tennessee
$56.5K
TFP
512
Tilia Fiduciary Partners
North Carolina
$54.8K
AF
513
Allworth Financial
California
$54.7K +$17K +268 +51%
ETC
514
Exchange Traded Concepts
Oklahoma
$54.4K +$50.2K +790 New
AWM
515
Avior Wealth Management
Nebraska
$54.1K
C
516
Covestor
United Kingdom
$54K -$11.4K -179 -19%
AIM
517
Achmea Investment Management
Netherlands
$52K
GWMIA
518
Global Wealth Management Investment Advisory
Florida
$49.6K +$45.8K +720 New
PFBT
519
Parkside Financial Bank & Trust
Missouri
$48.9K +$827 +13 +2%
CT
520
Caldwell Trust
Florida
$46.5K
GCM
521
Gables Capital Management
Florida
$46K
HNB
522
Huntington National Bank
Ohio
$44.9K +$13.9K +219 +51%
QC
523
Quent Capital
New York
$41K +$445 +7 +1%
GRP
524
Global Retirement Partners
California
$37.9K +$32.7K +514 +1,428%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$36.5K +$4.39K +69 +15%