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Brown & Brown

682 hedge funds and large institutions have $15.3B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 241 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $1.84M

140% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 45

9% more funds holding

Funds holding: 626682 (+56)

8% more capital invested

Capital invested by funds: $14.1B → $15.3B (+$1.17B)

4.61% more ownership

Funds ownership: 70.98%75.58% (+4.6%)

6% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 227

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
682
Holders Change
+56
Holders Change %
+8.95%
% of All Funds
9.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
108
Increased
241
Reduced
227
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
PineBridge Investments
New York
$25.6M +$25.8M +360,473 New
CS
77
Credit Suisse
Switzerland
$25.6M -$34.6M -483,744 -57%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$25.5M +$9.14M +127,903 +55%
CPC
79
Cookson Peirce & Co
Pennsylvania
$25.5M -$464K -6,488 -2%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$25.3M +$18.9M +264,412 +288%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$24.9M -$1.51M -21,115 -6%
Stifel Financial
82
Stifel Financial
Missouri
$24.8M -$302K -4,225 -1%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$24.5M +$24.4M +341,396 +8,763%
Point72 Asset Management
84
Point72 Asset Management
Connecticut
$24.4M -$3.96M -55,371 -14%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$24.3M +$3.43M +47,919 +16%
CAM
86
Cresset Asset Management
Illinois
$23.5M +$362K +5,062 +2%
PC
87
PhiloSmith Capital
Connecticut
$23.1M
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$22.9M +$126K +1,757 +0.5%
FWCM
89
Ferguson Wellman Capital Management
Oregon
$22.5M +$996K +13,941 +5%
Fidelity International
90
Fidelity International
Bermuda
$22.4M -$7.77M -108,647 -26%
PCM
91
Prana Capital Management
Connecticut
$21.9M -$9.26M -129,487 -30%
Mitsubishi UFJ Asset Management
92
Mitsubishi UFJ Asset Management
Japan
$21.4M -$1.02M -14,319 -4%
Ameriprise
93
Ameriprise
Minnesota
$20.9M -$21.6M -301,630 -51%
PP
94
Prospector Partners
Connecticut
$20.7M +$67.2K +940 +0.3%
AllianceBernstein
95
AllianceBernstein
Tennessee
$20.1M +$55.5K +777 +0.3%
BBHC
96
Brown Brothers Harriman & Co
New York
$20.1M +$5.32M +74,448 +36%
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$19.9M +$9.01M +125,990 +82%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$18.5M +$3.43K +48 +0%
SWP
99
Summit Wealth Partners
Florida
$18.3M
AS
100
Aware Super
Australia
$18.2M +$16.3M +228,374 New