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Brown & Brown

515 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 162 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 469515 (+46)

6% more capital invested

Capital invested by funds: $10.7B → $11.3B (+$671M)

1.22% more ownership

Funds ownership: 71.58%72.8% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 162

76% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $6.94M

Holders
515
Holders Change
+46
Holders Change %
+9.81%
% of All Funds
9.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
173
Reduced
162
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.25M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
526
FORA Capital
Florida
-$537K -10,108 Closed
AG
527
AlphaSimPlex Group
Massachusetts
-$404K -7,606 Closed
B
528
BP
United Kingdom
-$369K -6,936 Closed
Walleye Trading
529
Walleye Trading
New York
-$300K -5,641 Closed
CC
530
Claybrook Capital
Massachusetts
-$265K -4,978 Closed
TC
531
TAP Consulting
Missouri
-$253K -4,767 Closed
BMSSC
532
B. Metzler seel. Sohn & Co
Germany
-$239K -4,494 Closed
CAN
533
Cetera Advisor Networks
California
-$236K -4,439 Closed
WCM
534
Weld Capital Management
New York
-$224K -4,207 Closed
EWA
535
Exencial Wealth Advisors
Oklahoma
-$220K -4,147 Closed
AII
536
AGF Investments Inc
Ontario, Canada
-$186K -3,492 Closed
TCOV
537
Trust Company of Vermont
Vermont
-$74K -1,400 Closed
APP
538
Alpha Paradigm Partners
Illinois
-$51K -966 Closed
FWM
539
FFT Wealth Management
Pennsylvania
-$28K -526 Closed
WP
540
WealthShield Partners
North Carolina
-$16K -300 Closed
CMF
541
Counterpoint Mutual Funds
California
-$13K -249 Closed
RDWM
542
Red Door Wealth Management
Tennessee
-$8K -159 Closed
AWM
543
Atticus Wealth Management
Florida
-$2K -42 Closed
FMP
544
Financial Management Professionals
Texas
-$2K -29 Closed
HWA
545
Heritage Wealth Advisors
Virginia
-$957 -18 Closed
EFSCE
546
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -17 Closed
FCAS
547
First Command Advisory Services
Texas
+$3.9K +70 New