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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
TD Asset Management
101
TD Asset Management
Ontario, Canada
$12.5M +$58.5K +1,017 +0.5%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$11.8M +$4.62M +80,398 +64%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$11.8M +$2.31M +40,275 +24%
WorldQuant Millennium Advisors
104
WorldQuant Millennium Advisors
New York
$11.6M +$8.48M +147,597 +275%
STCG
105
Speece Thorson Capital Group
Minnesota
$11.2M +$2.05M +35,653 +22%
Two Sigma Investments
106
Two Sigma Investments
New York
$11M +$10.8M +187,325 +3,738%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$10.7M -$1.38M -24,049 -11%
Corient Private Wealth
108
Corient Private Wealth
Florida
$10.5M +$9.97M +173,485 +1,841%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$10.4M -$752K -13,093 -7%
VF
110
Vest Financial
Virginia
$9.9M +$1.59M +27,589 +19%
AQR Capital Management
111
AQR Capital Management
Connecticut
$9.84M +$3.89M +67,645 +65%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$9.5M -$1.53M -26,688 -14%
MFAM
113
Motley Fool Asset Management
Virginia
$9.33M -$388K -6,748 -4%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$9.27M +$137K +2,385 +1%
IIM
115
INTECH Investment Management
Florida
$9.1M -$5.41M -94,165 -37%
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$8.91M -$3.97M -69,014 -31%
CI
117
Cooper Investors
Australia
$8.81M +$8.82M +153,381 New
ACH
118
ArrowMark Colorado Holdings
Colorado
$8.8M -$1.03K -18 -0%
CIC
119
Chilton Investment Company
Connecticut
$8.79M -$18.5M -322,022 -68%
TBA
120
Tower Bridge Advisors
Pennsylvania
$8.42M +$1.47M +25,585 +21%
YCM
121
Yousif Capital Management
Michigan
$8.3M +$589K +10,241 +8%
Lazard Asset Management
122
Lazard Asset Management
New York
$8.13M -$28.5K -496 -0.3%
LAM
123
Lountzis Asset Management
Pennsylvania
$8.02M -$54.5K -948 -0.7%
ECM
124
ExodusPoint Capital Management
New York
$7.86M +$5.94M +103,353 +308%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$7.84M +$51K +888 +0.7%