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Brown & Brown
BRO

Overview Fund Activity

561 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, 207 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
9.7%
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
207
Reduced
218
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M

Top Buyers

1
LIP
Liontrust Investment Partners
United Kingdom
+$62.6M
2
JCM
Junto Capital Management
New York
+$58.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.5M
4
Principal Financial Group
Principal Financial Group
Iowa
+$33.4M
5
Millennium Management
Millennium Management
New York
+$28.2M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$76M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$38.9M
3
Charles Schwab
Charles Schwab
California
-$33.1M
4
BTW
Boston Trust Walden
Massachusetts
-$23.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
551
TCI Wealth Advisors
Arizona
$1K -$7.5K -90 -88%
MCM
552
Manchester Capital Management
Vermont
$1K -$143 -3 -13%
UFF
553
USA Financial Formulas
Michigan
$1K – – –
BCMLT
554
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
DIP
555
DT Investment Partners
Pennsylvania
$1K +$1K +15 New
BA
556
Bellwether Advisors
Nebraska
$1K +$1K +18 New
HNB
557
Huntington National Bank
Ohio
$1K +$1K +19 New
FGAM
558
Financial Gravity Asset Management
Texas
$366 +$12 +20 +3%
MGIM
559
M&G Investment Management
United Kingdom
$364 -$124 -2,074 -25%
Qube Research & Technologies (QRT)
560
Qube Research & Technologies (QRT)
United Kingdom
– -$8.08M -138,540 Closed
Adage Capital Partners
561
Adage Capital Partners
Massachusetts
– -$7.82M -134,000 Closed
GC
562
Gillson Capital
Illinois
– -$5.17M -88,572 Closed
E
563
Ergoteles
New York
– -$4.73M -80,985 Closed
Twin Tree Management
564
Twin Tree Management
Texas
– -$2.78M -47,594 Closed
BCM
565
Bridgeway Capital Management
Texas
– -$1.81M -31,000 Closed
SC
566
SRB Corp
Massachusetts
– -$1.6M -27,347 Closed
SA
567
Shilanski & Associates
Alaska
– -$1.09M -18,654 Closed
UIM
568
USS Investment Management
United Kingdom
– -$1.04M -17,760 Closed
Marshall Wace
569
Marshall Wace
United Kingdom
– -$925K -15,853 Closed
IP
570
Interval Partners
New York
– -$784K -13,446 Closed
CC
571
Cipher Capital
New York
– -$720K -12,348 Closed
NW
572
NewEdge Wealth
Pennsylvania
– -$681K -11,665 Closed
MM
573
MQS Management
New York
– -$581K -9,952 Closed
VI
574
Versor Investments
New York
– -$511K -8,758 Closed
CCI
575
Credit Capital Investments
New Jersey
– -$410K -7,028 Closed
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