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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Harbour Investments
Wisconsin
$2.05K +$2.1K +36 New
CFB
552
Cullen/Frost Bankers
Texas
$1.99K
DI
553
Disciplined Investments
Oklahoma
$1.94K +$234 +4 +13%
CWP
554
Concord Wealth Partners
Virginia
$1.94K +$1.99K +34 New
MCM
555
MV Capital Management
Maryland
$1.65K +$234 +4 +16%
HNB
556
Huntington National Bank
Ohio
$1.48K +$409 +7 +37%
EARNEST Partners
557
EARNEST Partners
Georgia
$1.48K
GRP
558
Global Retirement Partners
California
$1.37K -$1.11K -19 -44%
LOIP
559
Live Oak Investment Partners
Texas
$1.02K
BCMLT
560
Beacon Capital Management LLC (Tennessee)
Tennessee
$862
ECM
561
Everence Capital Management
Indiana
$857 +$879K +15,040 New
DIP
562
DT Investment Partners
Pennsylvania
$855
CTA
563
Colonial Trust Advisors
South Carolina
$798 +$819 +14 New
TWA
564
TCI Wealth Advisors
Arizona
$627 -$58 -1 -8%
TCA
565
Trifecta Capital Advisors
Illinois
$627 +$643 +11 New
TWP
566
TFO Wealth Partners
Ohio
$582 +$585 +10 New
CS
567
Comerica Securities
Michigan
$570 +$585 +10 New
AWM
568
Accurate Wealth Management
Florida
$299 +$292 +5 New
DWP
569
Destiny Wealth Partners
Florida
$296
AAP
570
Arax Advisory Partners
Colorado
$114 +$117 +2 New
FGAM
571
Financial Gravity Asset Management
Texas
$93 -$31.8K -543 -91%
JCM
572
Junto Capital Management
New York
-$58.7M -970,025 Closed
BC
573
Brookfield Corp
Ontario, Canada
-$20.2M -334,325 Closed
SFI
574
Susquehanna Fundamental Investments
Pennsylvania
-$9.95M -164,569 Closed
DCP
575
Distillate Capital Partners
Illinois
-$6.03M -100,072 Closed