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Brown & Brown

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
526
Foundry Partners
Minnesota
$218K
PA
527
Profund Advisors
Maryland
$218K +$218K +3,061 New
MCA
528
MSH Capital Advisors
Arizona
$218K +$356 +5 +0.2%
PTC
529
Private Trust Company
Ohio
$217K +$8.75K +123 +4%
KWM
530
Kingsview Wealth Management
Oregon
$217K -$2.35K -33 -1%
GFS
531
GYL Financial Synergies
Connecticut
$216K +$216K +3,037 New
FAFN
532
First Affirmative Financial Network
Colorado
$215K +$215K +3,027 New
JSW
533
Journey Strategic Wealth
New Jersey
$211K
PI
534
PEAK6 Investments
Illinois
$211K +$176K +2,481 +506%
CNBT
535
Canandaigua National Bank & Trust
New York
$209K +$209K +2,939 New
EF
536
Empowered Funds
Pennsylvania
$209K -$16.4K -230 -7%
Lido Advisors
537
Lido Advisors
California
$207K -$2.02M -28,340 -91%
VIA
538
Virtus Investment Advisers
Connecticut
$206K +$206K +2,900 New
CI Investments Inc
539
CI Investments Inc
Ontario, Canada
$199K -$99.2K -1,395 -33%
VSQM
540
V-Square Quantitative Management
Illinois
$188K
UM
541
UniSuper Management
Australia
$185K +$63.7K +896 +53%
GI
542
GAMMA Investing
California
$184K +$184K +2,378 New
ETC
543
Exchange Traded Concepts
Oklahoma
$170K +$170K +2,397 New
NS
544
NBC Securities
Alabama
$164K
ST
545
Smithfield Trust
Pennsylvania
$154K -$46.3K -650 -23%
PCM
546
Penserra Capital Management
California
$151K -$29.1K -414 -16%
KI
547
Kapitalo Investimentos
Brazil
$150K -$32.9K -463 -18%
TWM
548
Tradition Wealth Management
Minnesota
$140K +$213 +3 +0.2%
SOW
549
State of Wyoming
Wyoming
$135K +$996 +14 +0.7%
BEI
550
Benjamin Edwards Inc
Missouri
$127K +$214 +3 +0.2%