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Brown & Brown

291 hedge funds and large institutions have $5.13B invested in Brown & Brown in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 109 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 269291 (+22)

5% more capital invested

Capital invested by funds: $4.87B → $5.13B (+$259M)

1.56% less ownership

Funds ownership: 144.52%142.97% (-1.6%)

20% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 109

Holders
291
Holders Change
+22
Holders Change %
+8.18%
% of All Funds
6.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
46
Increased
87
Reduced
109
Closed
23
Calls
$1.29M
Puts
Net Calls
+$1.29M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
51
Assenagon Asset Management
Luxembourg
$13.5M +$13.1M +523,224 New
Point72 Asset Management
52
Point72 Asset Management
Connecticut
$12.9M +$8.59M +341,906 +212%
Bank of America
53
Bank of America
North Carolina
$12.9M -$4.55M -181,058 -27%
Morgan Stanley
54
Morgan Stanley
New York
$12.3M -$2.29M -91,038 -16%
Allianz Asset Management
55
Allianz Asset Management
Germany
$12.1M -$2.69M -107,016 -19%
JP Morgan Chase
56
JP Morgan Chase
New York
$12M +$8.18M +325,580 +231%
ProShare Advisors
57
ProShare Advisors
Maryland
$11.6M -$451K -17,962 -4%
TCIM
58
TIAA CREF Investment Management
New York
$11.4M -$996K -39,664 -8%
TIA
59
Tandem Investment Advisors
South Carolina
$11.3M -$177K -7,060 -2%
FIM
60
Foresters Investment Management
New York
$11M
PCM
61
Prana Capital Management
Connecticut
$10.9M +$10.7M +425,310 New
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$10.5M -$4.05M -161,152 -28%
Swiss National Bank
63
Swiss National Bank
Switzerland
$10.4M +$201K +8,000 +2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$10.4M -$1.09M -43,258 -10%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$10.2M +$61K +2,430 +0.6%
BTW
66
Boston Trust Walden
Massachusetts
$10.1M -$130K -5,186 -1%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$9.91M
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.88M +$1.07M +42,576 +12%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$9.73M -$50.2K -2,000 -0.5%
PC
70
PhiloSmith Capital
Connecticut
$9.17M -$753K -30,000 -8%
TA
71
Teachers Advisors
New York
$8.78M -$5.53K -220 -0.1%
WCM Investment Management
72
WCM Investment Management
California
$8.67M +$7.05M +280,870 +500%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$7.7M -$3.54M -140,828 -32%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$7.46M +$1.89M +75,218 +35%
Citigroup
75
Citigroup
New York
$7.33M +$5.41M +215,620 +311%