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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
MCC
526
Money Concepts Capital
Florida
$8K
SA
527
SRH Advisors
Kansas
$8K
CA
528
Crewe Advisors
Utah
$8K +$4.72K +75 +139%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.89K +30 +35%
ACM
530
Absolute Capital Management
Pennsylvania
$6.15K +$6.36K +101 New
ZB
531
Zions Bancorporation
Utah
$6K
CAL
532
Capital Advisors Ltd
Ohio
$6K +$5.1K +81 +352%
MA
533
MUFG Americas
New York
$6K +$6.36K +101 New
VCM
534
Vigilant Capital Management
Maine
$5K -$440 -7 -8%
Kayne Anderson Rudnick Investment Management
535
Kayne Anderson Rudnick Investment Management
California
$5K +$4.91K +78 New
ECG
536
Edge Capital Group
Georgia
$4K -$4.02M -63,947 -100%
PWMG
537
Prestige Wealth Management Group
New Jersey
$4K -$503 -8 -10%
SC
538
Schubert & Co
Texas
$4K +$881 +14 +24%
PMFA
539
Plante Moran Financial Advisors
Michigan
$3K -$6.29K -100 -67%
BC
540
Bartlett & Co
Ohio
$3K -$5.22K -83 -63%
WT
541
Washington Trust
Rhode Island
$3K -$63 -1 -2%
CTC
542
Central Trust Company
Missouri
$3K
GRP
543
Global Retirement Partners
California
$3K +$944 +15 +54%
AF
544
Advisornet Financial
Minnesota
$3K +$1.26K +20 +57%
BCWM
545
Bartlett & Co Wealth Management
Ohio
$2.96K -$5.22K -83 -63%
TAM
546
Tucker Asset Management
Colorado
$2.12K +$2.27K +36 New
CFB
547
Cullen/Frost Bankers
Texas
$2K -$62.9K -1,000 -97%
DI
548
Disciplined Investments
Oklahoma
$2K -$1.07K -17 -36%
EW
549
Evoke Wealth
California
$2K -$315 -5 -16%
BIA
550
Bell Investment Advisors
California
$2K