We are live on ! Find out more
BRO icon

Brown & Brown

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755817 (+62)

0.07% more ownership

Funds ownership: 73.35%73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
826
IBEX Wealth Advisors
New Jersey
-$5.01M -56,065 Closed
DTL
827
Dynamic Technology Lab
Singapore
-$2.15M -24,072 Closed
AI
828
Atom Investors
Texas
-$1.68M -18,744 Closed
YIH
829
Y-Intercept (HK)
Hong Kong
-$1.25M -13,965 Closed
PI
830
PEAK6 Investments
Illinois
-$919K -10,281 Closed
MFS
831
Mirabella Financial Services
United Kingdom
-$898K -10,045 Closed
LA
832
Lindenwold Advisors
Pennsylvania
-$786K -8,795 Closed
ACM
833
Aquatic Capital Management
Illinois
-$715K -8,000 Closed
KTA
834
Keeley-Teton Advisors
Illinois
-$694K -7,759 Closed
IFU
835
iSAM Funds (UK)
United Kingdom
-$582K -6,512 Closed
FRM
836
Fox Run Management
Connecticut
-$309K -3,461 Closed
SP
837
Symmetry Partners
Connecticut
-$309K -3,459 Closed
CCP
838
Carmel Capital Partners
California
-$255K -2,850 Closed
MCM
839
MAI Capital Management
Ohio
-$241K -2,695 Closed
PWM
840
Provident Wealth Management
Tennessee
-$240K -2,689 Closed
SEC
841
Seven Eight Capital
New York
-$238K -2,667 Closed
CWS
842
Confluence Wealth Services
Pennsylvania
-$235K -2,626 Closed
Simplex Trading
843
Simplex Trading
Illinois
-$251K -2,527 Closed
AWS
844
Atria Wealth Solutions
New York
-$225K -2,520 Closed
SW
845
Simplicity Wealth
New Jersey
-$224K -2,505 Closed
VC
846
Vicus Capital
Pennsylvania
-$208K -2,324 Closed
TIA
847
Trust Investment Advisors
Indiana
-$208K -2,323 Closed
SP
848
Systematic Portfolios
New York
-$203K -2,266 Closed
PD
849
Point72 (DIFC)
United Arab Emirates
-$117K -1,308 Closed
Group One Trading
850
Group One Trading
Illinois
-$91.1K -1,019 Closed