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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
ZP
51
Zimmer Partners
New York
$28.5M +$19M +325,000 +186%
PCM
52
Prana Capital Management
Connecticut
$27.4M +$20.5M +350,535 +268%
CIC
53
Chilton Investment Company
Connecticut
$27.1M +$13.7M +234,436 +97%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$27M +$1.34M +22,902 +5%
Barclays
55
Barclays
United Kingdom
$26.3M +$225K +3,854 +0.8%
DP
56
Dundas Partners
United Kingdom
$25M +$484K +8,280 +2%
JP Morgan Chase
57
JP Morgan Chase
New York
$24.7M +$2.63M +44,904 +12%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$23.7M +$17.5K +300 +0.1%
Renaissance Technologies
59
Renaissance Technologies
New York
$23.6M +$24.2M +413,700 New
Citadel Advisors
60
Citadel Advisors
Florida
$23.5M -$54.4M -929,950 -69%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$22.8M +$357K +6,099 +2%
MFWM
62
Motley Fool Wealth Management
Virginia
$22.6M -$694K -11,875 -3%
National Pension Service
63
National Pension Service
South Korea
$22.1M +$736K +12,581 +3%
CS
64
Credit Suisse
Switzerland
$22M -$5.39M -92,100 -19%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$20.4M +$4.02M +68,695 +24%
SIC
66
Schwartz Investment Counsel
Michigan
$19.8M +$1.99M +34,000 +11%
UBS Group
67
UBS Group
Switzerland
$19.5M +$7.37M +126,089 +58%
PP
68
Prospector Partners
Connecticut
$19.1M +$1.08M +18,532 +6%
Stifel Financial
69
Stifel Financial
Missouri
$18.8M -$712K -12,168 -4%
PC
70
PhiloSmith Capital
Connecticut
$18.5M
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$18.2M +$7.11M +121,596 +61%
Amundi
72
Amundi
France
$17.2M -$24.1M -412,641 -60%
AllianceBernstein
73
AllianceBernstein
Tennessee
$17M -$281K -4,800 -2%
Federated Hermes
74
Federated Hermes
Pennsylvania
$16.9M -$2.15M -36,739 -11%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$16.2M +$781K +13,360 +5%