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Brown & Brown

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8%73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M
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
$41M +$997K +15,464 +3%
PI
52
PGGM Investments
Netherlands
$40.2M -$2.28M -35,364 -6%
PPA
53
Parametric Portfolio Associates
Washington
$38.7M +$4.69M +72,776 +15%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$36.1M -$4.85M -75,200 -13%
Amundi
55
Amundi
France
$34.4M +$9.42M +146,107 +41%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$33.2M +$820K +12,708 +3%
SCM
57
Snyder Capital Management
California
$31.5M -$167K -2,595 -0.6%
Goldman Sachs
58
Goldman Sachs
New York
$31.5M -$4.81M -74,551 -14%
MFWM
59
Motley Fool Wealth Management
Virginia
$30.3M -$594K -9,214 -2%
Axa
60
Axa
France
$29.7M -$5.42M -84,018 -17%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$29.2M +$433K +6,720 +2%
SWP
62
Summit Wealth Partners
Florida
$26.6M -$1.03M -16,000 -4%
WorldQuant Millennium Advisors
63
WorldQuant Millennium Advisors
New York
$26M +$12.4M +192,349 +108%
BCIM
64
British Columbia Investment Management
British Columbia, Canada
$25.8M -$3.24M -50,254 -12%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$25.4M +$22.8M +352,740 +4,168%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$23.7M -$59.3M -919,192 -73%
DP
67
Dundas Partners
United Kingdom
$23.6M +$22.4M +346,617 New
Diamond Hill Capital Management
68
Diamond Hill Capital Management
Ohio
$23.5M -$4.87M -75,438 -18%
PP
69
Prospector Partners
Connecticut
$23.2M -$1.65M -25,650 -7%
PC
70
PhiloSmith Capital
Connecticut
$22.9M
Victory Capital Management
71
Victory Capital Management
Texas
$22.2M +$1.14M +17,611 +6%
AllianceBernstein
72
AllianceBernstein
Tennessee
$21.6M -$685K -10,621 -3%
Stifel Financial
73
Stifel Financial
Missouri
$21.2M +$1.19M +18,441 +7%
Ameriprise
74
Ameriprise
Minnesota
$20.5M +$14M +217,550 +208%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$20.5M +$68.2K +1,058 +0.4%