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Brown & Brown
BRO

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515 → 552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8% → 73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M

Top Buyers

1
Invesco
Invesco
Georgia
+$51.1M
2
SI
Scout Investments
Missouri
+$34.3M
3
Fidelity International
Fidelity International
Bermuda
+$30.4M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$29.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$28.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$407M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$59.3M
3
ACM
Atlanta Capital Management
Georgia
-$52.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$29.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
551
Qube Research & Technologies (QRT)
United Kingdom
– -$3.85M -69,381 Closed
ACI
552
AMP Capital Investors
Australia
– -$3.38M -61,033 Closed
ESCM
553
Echo Street Capital Management
New York
– -$3.02M -54,427 Closed
D.E. Shaw & Co
554
D.E. Shaw & Co
New York
– -$2.9M -52,258 Closed
MSE
555
MUFG Securities EMEA
United Kingdom
– -$2.38M -43,000 Closed
DTL
556
Dynamic Technology Lab
Singapore
– -$2.38M -42,978 Closed
OQS
557
Occudo Quantitative Strategies
Florida
– -$2.26M -40,703 Closed
CM
558
Crestline Management
Texas
– -$2.16M -38,931 Closed
ERSOT
559
Employees Retirement System of Texas
Texas
– -$2.14M -38,600 Closed
N
560
Natixis
France
– -$2.13M -38,384 Closed
BFM
561
Boothbay Fund Management
New York
– -$1.8M -32,501 Closed
EGM
562
Engineers Gate Manager
New York
– -$1.54M -27,725 Closed
GTCM
563
Gyon Technologies Capital Management
New Jersey
– -$1.41M -25,432 Closed
VF
564
Virtu Financial
New York
– -$1.29M -23,189 Closed
BAM
565
Blueshift Asset Management
New Jersey
– -$1.24M -22,334 Closed
Wealth Enhancement Advisory Services
566
Wealth Enhancement Advisory Services
Minnesota
– -$1.4M -21,855 Closed
SM
567
Sciencast Management
New Jersey
– -$1.31M -21,672 Closed
QT
568
Quantamental Technologies
New York
– -$1.13M -20,379 Closed
JG
569
Jefferies Group
New York
– -$1.09M -19,633 Closed
Capital Fund Management (CFM)
570
Capital Fund Management (CFM)
France
– -$906K -16,346 Closed
PRC
571
Pearl River Capital
Michigan
– -$784K -14,133 Closed
PI
572
PEAK6 Investments
Illinois
– -$585K -10,547 Closed
BC
573
Bridgefront Capital
Texas
– -$534K -9,622 Closed
BC
574
Brookfield Corp
Ontario, Canada
– -$526K -9,485 Closed
Wolverine Trading
575
Wolverine Trading
Illinois
– -$480K -7,445 Closed
21 22
23
24 25

BRO Hedge Fund Activity: Q4 2021 in Review

552 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q4 2021, worth a combined $14.3B — up 26% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BRO positions and 53 closed out — a net gain of 42 holders — while 188 added to existing stakes and 178 trimmed.

The largest buyer was Invesco, adding an estimated $51.1M. The largest seller was Wells Fargo, cutting an estimated $407M.

  • 552 institutional investors held Brown & Brown (BRO) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $14.3B of Brown & Brown stock for Q4 2021, up 26% quarter-over-quarter.
  • 95 funds opened new Brown & Brown positions in Q4 2021 and 53 closed out, a net change of +42 holders.
  • The largest Brown & Brown buyer in Q4 2021 was Invesco, an estimated $51.1M added.
  • The largest Brown & Brown seller in Q4 2021 was Wells Fargo, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2021.