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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
OCM
851
Orion Capital Management
California
-$72.2K -807 Closed
AAM
852
Advisors Asset Management
Colorado
-$42.4K -474 Closed
CA
853
Crewe Advisors
Utah
-$26.6K -297 Closed
TFF
854
The Family Firm
Maryland
-$15.8K -177 Closed
GLR
855
Great Lakes Retirement
Ohio
-$14.6K -163 Closed
NMM
856
Naples Money Management
Florida
-$13.4K -150 Closed
CC
857
Cypress Capital
Tennessee
-$10.1K -113 Closed
RS
858
Rakuten Securities
Japan
-$8.94K -100 Closed
WB
859
Webster Bank
Connecticut
-$8.4K -94 Closed
GIA
860
GHP Investment Advisors
Colorado
-$8.32K -93 Closed
MIFH
861
Migdal Insurance & Financial Holdings
Israel
-$8K -85 Closed
CFB
862
Cullen/Frost Bankers
Texas
-$6.53K -73 Closed
BWP
863
Baldwin Wealth Partners
Massachusetts
-$5.72K -64 Closed
HCM
864
Hollencrest Capital Management
California
-$5.37K -60 Closed
VF
865
VitalStone Financial
Texas
-$2.86K -32 Closed
VNA
866
Valley National Advisers
Pennsylvania
-$2K -25 Closed
VAG
867
VisionPoint Advisory Group
Texas
-$1.07K -12 Closed
OWA
868
Opal Wealth Advisors
New York
-$895 -10 Closed
AFWM
869
Abich Financial Wealth Management
Virginia
-$358 -4 Closed