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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$22M +$5.89M +92,631 +41%
WorldQuant Millennium Advisors
77
WorldQuant Millennium Advisors
New York
$21.8M +$7.37M +115,876 +58%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$21.8M +$1.01M +15,820 +5%
VIM
79
Vancity Investment Management
British Columbia, Canada
$20.6M +$4.45M +70,000 +31%
CS
80
Candriam SCA
Luxembourg
$20.6M +$2.5M +39,306 +15%
FWCM
81
Ferguson Wellman Capital Management
Oregon
$20.4M +$253K +3,979 +1%
1832 Asset Management
82
1832 Asset Management
Ontario, Canada
$20.3M -$4.91M -77,184 -21%
AllianceBernstein
83
AllianceBernstein
Tennessee
$20.1M -$250K -3,937 -1%
PP
84
Prospector Partners
Connecticut
$19.9M +$108K +1,700 +0.6%
Federated Hermes
85
Federated Hermes
Pennsylvania
$19.9M -$1.14M -17,847 -6%
Amundi
86
Amundi
France
$18.7M -$11.8M -186,061 -40%
SWP
87
Summit Wealth Partners
Florida
$18.4M -$730K -11,472 -4%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$17.9M -$447K -7,021 -3%
CPC
89
Cookson Peirce & Co
Pennsylvania
$17.6M +$16.3M +255,810 New
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$17.2M -$794K -12,486 -5%
Jacobs Levy Equity Management
91
Jacobs Levy Equity Management
New Jersey
$16.7M -$830K -13,045 -5%
Man Group
92
Man Group
United Kingdom
$16.2M +$15M +235,448 New
SEI Investments
93
SEI Investments
Pennsylvania
$16.1M -$46.1K -725 -0.3%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$15.8M +$239K +3,754 +2%
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$15.7M +$2.72M +42,782 +23%
Corient Private Wealth
96
Corient Private Wealth
Florida
$15.6M +$2.76M +43,370 +24%
PCM
97
Prana Capital Management
Connecticut
$15.3M -$16.2M -254,997 -53%
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$14.8M +$583K +9,172 +4%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$14.7M -$292K -4,589 -2%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$14.3M +$178K +2,792 +1%