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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
551
Glassman Wealth Services
Virginia
$11.1K
EWA
552
EverSource Wealth Advisors
Alabama
$11K +$509 +8 +5%
WWP
553
WR Wealth Planners
Missouri
$10.8K -$1.08K -17 -10%
RTL
554
Red Tortoise LLC
Georgia
$10.1K
JWA
555
JFS Wealth Advisors
Pennsylvania
$9.98K +$64 +1 +0.7%
TWP
556
TFO Wealth Partners
Ohio
$9.36K
BWM
557
BerganKDV Wealth Management
Minnesota
$9.02K
SC
558
SouthState Corp
Florida
$8.61K
GKIM
559
GW&K Investment Management
Massachusetts
$8K +$7K +110 New
HFM
560
Harvest Fund Management
China
$8K +$7.06K +111 New
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$7.92K
SA
562
SRH Advisors
Kansas
$7.81K
LC
563
Lindbrook Capital
California
$7.02K +$445 +7 +7%
HWA
564
HHM Wealth Advisors
Tennessee
$6.88K +$6.36K +100 New
DSC
565
Duncker Streett & Co
Missouri
$6.4K -$5.98K -94 -50%
KFI
566
Key Financial Inc
Pennsylvania
$5.78K +$5.34K +84 New
ZB
567
Zions Bancorporation
Utah
$5.23K
HCP
568
Hexagon Capital Partners
Arkansas
$4.68K
CWC
569
Carolinas Wealth Consulting
North Carolina
$4.55K
WT
570
Washington Trust
Rhode Island
$4.2K -$127 -2 -3%
VCM
571
Versant Capital Management
Arizona
$4.13K +$1.34K +21 +54%
CSB
572
City State Bank
Iowa
$4K +$3.44K +54 New
CTC
573
Central Trust Company
Missouri
$3.92K
FFC
574
First Financial Corp
Indiana
$3.72K -$1.27K -20 -27%
AF
575
Advisornet Financial
Minnesota
$3.44K -$3.56K -56 -53%