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Brown & Brown

515 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 162 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 469515 (+46)

6% more capital invested

Capital invested by funds: $10.7B → $11.3B (+$671M)

1.22% more ownership

Funds ownership: 71.58%72.8% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 162

76% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $6.94M

Holders
515
Holders Change
+46
Holders Change %
+9.81%
% of All Funds
9.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
173
Reduced
162
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.25M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
51
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.5M +$28.9M +517,871 +1,023%
Goldman Sachs
52
Goldman Sachs
New York
$28.9M -$10.1M -181,582 -26%
Axa
53
Axa
France
$28.1M +$9.5M +170,518 +51%
PPA
54
Parametric Portfolio Associates
Washington
$26.5M -$1.05M -18,782 -4%
Point72 Asset Management
55
Point72 Asset Management
Connecticut
$26.1M +$23.7M +424,908 +938%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$25.5M -$14.2M -254,296 -36%
SCM
57
Snyder Capital Management
California
$25M +$3.41M +61,232 +16%
MFWM
58
Motley Fool Wealth Management
Virginia
$24.4M -$353K -6,331 -1%
Renaissance Technologies
59
Renaissance Technologies
New York
$23.9M -$2.21M -39,700 -8%
BCIM
60
British Columbia Investment Management
British Columbia, Canada
$23.1M -$1.34K -24 -0%
Diamond Hill Capital Management
61
Diamond Hill Capital Management
Ohio
$22.7M +$8.86K +159 +0%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$22.7M -$88.6K -1,590 -0.4%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$22.5M +$8.11M +145,451 +60%
EP
64
Edgestream Partners
New Jersey
$22.1M +$15.8M +282,980 +244%
SWP
65
Summit Wealth Partners
Florida
$21.9M -$122K -2,194 -0.6%
PP
66
Prospector Partners
Connecticut
$19.7M -$479K -8,600 -2%
Amundi
67
Amundi
France
$19.7M +$3.78M +67,757 +24%
KBC Group
68
KBC Group
Belgium
$19.7M -$4.96M -89,067 -20%
Citigroup
69
Citigroup
New York
$19.6M +$2.42M +43,494 +14%
JP Morgan Chase
70
JP Morgan Chase
New York
$19.4M -$8.84M -158,596 -31%
PC
71
PhiloSmith Capital
Connecticut
$18M
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$18M -$3.8M -68,176 -17%
AllianceBernstein
73
AllianceBernstein
Tennessee
$17.6M -$3.6M -64,594 -17%
E
74
Ergoteles
New York
$17M +$16.6M +297,289 +3,384%
Victory Capital Management
75
Victory Capital Management
Texas
$16.5M -$8.54M -153,144 -34%