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Brown & Brown

682 hedge funds and large institutions have $15.3B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 241 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $1.84M

140% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 45

9% more funds holding

Funds holding: 626682 (+56)

8% more capital invested

Capital invested by funds: $14.1B → $15.3B (+$1.17B)

4.61% more ownership

Funds ownership: 70.98%75.58% (+4.6%)

6% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 227

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
682
Holders Change
+56
Holders Change %
+8.95%
% of All Funds
9.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
108
Increased
241
Reduced
227
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
51
Confluence Investment Management
Missouri
$42.1M -$738K -10,326 -2%
Prudential Financial
52
Prudential Financial
New Jersey
$41.7M +$26.9M +377,052 +182%
Citadel Advisors
53
Citadel Advisors
Florida
$41.1M +$35.4M +495,575 +603%
TCM
54
TimesSquare Capital Management
New York
$38.4M -$1.45M -20,340 -4%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$37.8M +$272K +3,808 +0.7%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$37.1M +$9.8M +137,052 +36%
SIC
57
Schwartz Investment Counsel
Michigan
$36.9M
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$35.1M +$6.97M +97,514 +25%
RJA
59
Raymond James & Associates
Florida
$34.9M -$5.13M -71,753 -13%
SCM
60
Snyder Capital Management
California
$33.1M -$1.69M -23,693 -5%
UBS Group
61
UBS Group
Switzerland
$32.8M +$5.66M +79,237 +21%
DP
62
Dundas Partners
United Kingdom
$31.6M +$496K +6,943 +2%
Nomura Asset Management
63
Nomura Asset Management
Japan
$29.9M -$746K -10,442 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.1M -$10.6M -148,703 -27%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$27.8M +$27.9M +391,007 New
Renaissance Technologies
66
Renaissance Technologies
New York
$27.7M +$24M +335,600 +626%
MFWM
67
Motley Fool Wealth Management
Virginia
$27.5M -$841K -11,768 -3%
OCM
68
Osterweis Capital Management
California
$27.5M +$334K +4,668 +1%
VF
69
Vest Financial
Virginia
$27.4M +$4.57M +63,938 +20%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$27.4M +$4.43M +62,020 +19%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$27.4M +$793K +11,100 +3%
Verition Fund Management
72
Verition Fund Management
Connecticut
$27.2M -$19.5M -273,217 -42%
Amundi
73
Amundi
France
$26.9M +$8.93M +124,909 +50%
Citigroup
74
Citigroup
New York
$26.6M +$2.31M +32,320 +9%
National Pension Service
75
National Pension Service
South Korea
$25.8M