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Brown & Brown

715 hedge funds and large institutions have $18B invested in Brown & Brown in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 271 increasing their positions, 232 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

976% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $1.76M

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

18% more capital invested

Capital invested by funds: $15.3B → $18B (+$2.76B)

17% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 232

5% more funds holding

Funds holding: 682715 (+33)

3.33% less ownership

Funds ownership: 75.58%72.25% (-3.3%)

Holders
715
Holders Change
+33
Holders Change %
+4.84%
% of All Funds
10.3%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
98
Increased
271
Reduced
232
Closed
58
Calls
$18.9M
Puts
$1.76M
Net Calls
+$17.2M
Net Calls Change
+$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
51
Confluence Investment Management
Missouri
$49.6M -$2.03M -25,255 -4%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$47.7M +$4.12M +51,255 +10%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$47M +$422K +5,251 +1%
Adage Capital Partners
54
Adage Capital Partners
Massachusetts
$46.5M +$38.4M +477,200 +876%
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$45.9M +$10.8M +133,790 +34%
SIC
56
Schwartz Investment Counsel
Michigan
$45.4M
RJA
57
Raymond James & Associates
Florida
$42.9M -$131K -1,634 -0.3%
DP
58
Dundas Partners
United Kingdom
$41.6M +$2.39M +29,754 +7%
VF
59
Vest Financial
Virginia
$41.2M +$6.86M +85,349 +22%
Citadel Advisors
60
Citadel Advisors
Florida
$40M -$9.68M -120,391 -21%
CAM
61
Cresset Asset Management
Illinois
$39.8M +$9.93M +123,487 +37%
Nomura Asset Management
62
Nomura Asset Management
Japan
$39.7M +$2.68M +33,292 +8%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$38.9M +$4.76M +59,152 +15%
OCM
64
Osterweis Capital Management
California
$38.8M +$4.57M +56,889 +15%
SCM
65
Snyder Capital Management
California
$38.2M -$2.34M -29,075 -6%
IIM
66
INTECH Investment Management
Florida
$37.8M +$19.7M +244,860 +131%
TCM
67
TimesSquare Capital Management
New York
$37.2M -$9.18M -114,225 -21%
GC
68
Gillson Capital
Illinois
$35.1M +$32.2M +400,899 New
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$34.4M -$10.3M -127,778 -25%
BBHC
70
Brown Brothers Harriman & Co
New York
$34.2M +$8.66M +107,707 +38%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$34.1M +$374K +4,653 +1%
Millennium Management
72
Millennium Management
New York
$34.1M -$50.5M -628,073 -62%
Man Group
73
Man Group
United Kingdom
$32.4M -$43M -535,236 -59%
National Pension Service
74
National Pension Service
South Korea
$32.2M +$339K +4,214 +1%
CS
75
Credit Suisse
Switzerland
$32M +$433K +5,387 +1%