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Brown & Brown

566 hedge funds and large institutions have $11.6B invested in Brown & Brown in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $3M | Put options by funds: $2.17M

35% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 178

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $11.3B → $11.6B (+$305M)

0.12% more ownership

Funds ownership: 71.13%71.26% (+0.12%)

1% less funds holding

Funds holding: 571566 (-5)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
566
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
9.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
53
Increased
241
Reduced
178
Closed
48
Calls
$3M
Puts
$2.17M
Net Calls
+$827K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
76
Point72 Asset Management
Connecticut
$18.3M -$17.6M -306,304 -49%
Federated Hermes
77
Federated Hermes
Pennsylvania
$17.6M +$526K +9,153 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
78
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.5M +$1.28M +22,237 +8%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$17.3M +$866K +15,075 +5%
AllianceBernstein
80
AllianceBernstein
Tennessee
$17M -$91.7K -1,596 -0.5%
FWCM
81
Ferguson Wellman Capital Management
Oregon
$16.8M +$601K +10,453 +4%
Barclays
82
Barclays
United Kingdom
$16.8M -$9.71M -168,933 -37%
PP
83
Prospector Partners
Connecticut
$16.5M -$2.73M -47,475 -14%
SWP
84
Summit Wealth Partners
Florida
$16M
Verition Fund Management
85
Verition Fund Management
Connecticut
$15.7M +$15.2M +264,978 +3,449%
Prudential Financial
86
Prudential Financial
New Jersey
$15.5M +$215K +3,737 +1%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$15.3M
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$15.1M -$610K -10,616 -4%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$14.8M +$421K +7,326 +3%
Jacobs Levy Equity Management
90
Jacobs Levy Equity Management
New Jersey
$14.6M +$9.52M +165,660 +185%
Truist Financial
91
Truist Financial
North Carolina
$14.3M -$1.89M -32,957 -12%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$14.3M +$221K +3,837 +2%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$13.9M -$550K -9,566 -4%
CS
94
Candriam SCA
Luxembourg
$13.7M +$14M +243,193 +1,499%
SEI Investments
95
SEI Investments
Pennsylvania
$13.5M +$11.1M +193,332 +469%
VIM
96
Vancity Investment Management
British Columbia, Canada
$13.2M +$1M +17,462 +8%
CAM
97
Cresset Asset Management
Illinois
$13M +$497K +8,655 +4%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$13M -$7.65M -133,077 -37%
SSA
99
Schonfeld Strategic Advisors
New York
$12.9M -$1.31M -22,814 -9%
Diamond Hill Capital Management
100
Diamond Hill Capital Management
Ohio
$12.7M -$110K -1,913 -0.9%