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Brown & Brown
BRO

Overview Fund Activity

569 hedge funds and large institutions have $11.8B invested in Brown & Brown in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 225 increasing their positions, 176 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
-4
Holders Change %
-0.7%
% of All Funds
9.62%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
84
Increased
225
Reduced
176
Closed
74
Calls
$4.87M
Puts
$6.89M
Net Calls
-$2.02M
Net Calls Change
+$9.13M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$174M
2
Citadel Advisors
Citadel Advisors
Florida
$67.3M
3
CAM
Close Asset Management
United Kingdom
$59.6M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$60.2M
5
Principal Financial Group
Principal Financial Group
Iowa
$559M

Top Sellers

1
BlackRock
BlackRock
New York
$953M
2
APG Asset Management
APG Asset Management
Netherlands
$155M
3
Invesco
Invesco
Georgia
$116M
4
State Street
State Street
Massachusetts
$641M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
551
Evoke Wealth
California
$2K -$387 -6 -16%
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$2K -$71 -1 -3%
VCM
553
Versant Capital Management
Arizona
$2K – – –
EARNEST Partners
554
EARNEST Partners
Georgia
$2K – – –
GRP
555
Global Retirement Partners
California
$2K +$71 +1 +4%
BAM
556
Bellevue Asset Management
Washington
$2K +$222 +4 +13%
LC
557
Lindbrook Capital
California
$2K +$381 +8 +24%
BIA
558
Bell Investment Advisors
California
$2K +$2K +37 New
CP
559
Castleview Partners
Texas
$1.36K -$40.3K -1,217 -97%
UFF
560
USA Financial Formulas
Michigan
$1K -$1.19M -14,237 -100%
MCM
561
MV Capital Management
Maryland
$1K -$2K -38 -67%
MCM
562
Manchester Capital Management
Vermont
$1K -$625 -15 -38%
LIM
563
Longfellow Investment Management
Massachusetts
$1K – – –
BCMLT
564
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
CAL
565
Capital Advisors Ltd
Ohio
$1K +$1K +23 New
MGIM
566
M&G Investment Management
United Kingdom
$472 +$116 +1,995 +32%
FGAM
567
Financial Gravity Asset Management
Texas
$354 -$85 -140 -19%
Renaissance Technologies
568
Renaissance Technologies
New York
– -$27.3M -377,700 Closed
CIAS
569
CFS Investment Advisory Services
New Jersey
– -$3K -206,692 Closed
WorldQuant Millennium Advisors
570
WorldQuant Millennium Advisors
New York
– -$14.1M -194,791 Closed
BHTS
571
Bar Harbor Trust Services
Maine
– -$10.9M -150,730 Closed
NC
572
Nicholas Company
Wisconsin
– -$9.46M -130,960 Closed
AIMCA
573
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$5.66M -78,300 Closed
SPC
574
Sigma Planning Corp
Michigan
– -$4.09M -56,529 Closed
WA
575
Watchtower Advisors
Connecticut
– -$3.43M -47,522 Closed
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