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Brown & Brown

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8%73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$11M +$572K +8,864 +6%
Wellington Management Group
102
Wellington Management Group
Massachusetts
$10.8M -$945K -14,645 -9%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$10.7M -$15.2M -235,871 -61%
LAM
104
Lountzis Asset Management
Pennsylvania
$10.6M -$36.3K -562 -0.4%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$10.6M -$6.37M -98,694 -40%
BHTS
106
Bar Harbor Trust Services
Maine
$10.5M +$55.2K +855 +0.6%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$10.5M +$484K +7,503 +5%
NC
108
Nicholas Company
Wisconsin
$10.4M -$1.51M -23,455 -14%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.4M -$200K -3,099 -2%
First Trust Advisors
110
First Trust Advisors
Illinois
$10.3M +$4.42M +68,560 +89%
UB
111
UMB Bank
Missouri
$10.1M +$9.27M +143,673 New
Connor, Clark & Lunn Investment Management (CC&L)
112
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10M +$3.87M +60,007 +72%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$9.91M -$189K -2,928 -2%
Lazard Asset Management
114
Lazard Asset Management
New York
$9.65M -$2.49M -38,623 -22%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$9.52M +$1.36M +21,046 +18%
VIM
116
Vancity Investment Management
British Columbia, Canada
$9.25M +$8.49M +131,624 New
Renaissance Technologies
117
Renaissance Technologies
New York
$9.17M -$19.4M -301,300 -70%
PAMS
118
Pictet Asset Management (Switzerland)
Switzerland
$9.06M -$6.61M -102,421 -44%
Rafferty Asset Management
119
Rafferty Asset Management
New York
$8.69M +$717K +11,113 +10%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$8.69M +$858K +13,295 +12%
CIBC Asset Management
121
CIBC Asset Management
Ontario, Canada
$8.52M +$34.5K +535 +0.4%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$8.33M +$297K +4,600 +4%
TBA
123
Tower Bridge Advisors
Pennsylvania
$8.21M +$129K +2,000 +2%
MCM
124
Mattern Capital Management
Colorado
$8.17M -$199K -3,080 -3%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$7.94M +$176K +2,736 +2%