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Brown & Brown

755 hedge funds and large institutions have $18.7B invested in Brown & Brown in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 301 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,418% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $580K

96% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 51

31% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 230

6% more funds holding

Funds holding: 715755 (+40)

1.1% more ownership

Funds ownership: 72.25%73.35% (+1.1%)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$648M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
755
Holders Change
+40
Holders Change %
+5.59%
% of All Funds
10.9%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
100
Increased
301
Reduced
230
Closed
51
Calls
$26.2M
Puts
$580K
Net Calls
+$25.6M
Net Calls Change
+$8.45M
Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
776
National Wealth Management Group
Ohio
-$452K -5,168 Closed
LOAMS
777
Lombard Odier Asset Management (Switzerland)
Switzerland
-$396K -4,518 Closed
GWM
778
Gitterman Wealth Management
New Jersey
-$383K -4,371 Closed
AIMCA
779
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$368K -4,200 Closed
RCM
780
Radnor Capital Management
Pennsylvania
-$350K -4,000 Closed
PRC
781
Pearl River Capital
Michigan
-$303K -3,461 Closed
DWM
782
Darwin Wealth Management
Florida
-$298K -3,400 Closed
FLC
783
Fifth Lane Capital
Texas
-$277K -3,168 Closed
FP
784
Foundry Partners
Minnesota
-$269K -3,071 Closed
IGAM
785
iA Global Asset Management
Quebec, Canada
-$263K -3,007 Closed
FTIS
786
First Trust Investment Solutions
Florida
-$254K -2,900 Closed
AAIS
787
ABN AMRO Investment Solutions
-$253K -2,886 Closed
NW
788
NewEdge Wealth
Pennsylvania
-$239K -2,880 Closed
DT
789
Diversified Trust
Tennessee
-$227K -2,588 Closed
FFP
790
FourThought Financial Partners
Florida
-$223K -2,549 Closed
NPFS
791
Novak & Powell Financial Services
Florida
-$214K -2,440 Closed
FHA
792
Flagship Harbor Advisors
Massachusetts
-$207K -2,362 Closed
LSAG
793
Lake Street Advisors Group
New Hampshire
-$204K -2,328 Closed
CA
794
CoreCap Advisors
Michigan
-$113K -1,294 Closed
T
795
TOBAM
France
-$74K -842 Closed
CFM
796
Catalyst Funds Management
Australia
-$52.5K -600 Closed
CP
797
Castleview Partners
Texas
-$45.5K -520 Closed
HT
798
Headlands Technologies
Illinois
-$31.5K -360 Closed
SL
799
Salomon & Ludwin
Virginia
-$12.3K -140 Closed
TWP
800
TFO Wealth Partners
Ohio
-$11.9K -136 Closed