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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
Corient Private Wealth
101
Corient Private Wealth
Florida
$18.2M +$1.14M +15,976 +7%
SEI Investments
102
SEI Investments
Pennsylvania
$17.4M +$3.83M +53,632 +28%
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$17.3M +$9.7M +135,759 +126%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$17.3M +$4.47M +62,496 +35%
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$17.1M -$626K -8,754 -4%
First Trust Advisors
106
First Trust Advisors
Illinois
$16.5M -$172M -2,412,626 -91%
KCM
107
Kennedy Capital Management
Missouri
$16.3M +$1.64M +22,936 +11%
VIM
108
Vancity Investment Management
British Columbia, Canada
$16.2M -$5.15M -72,033 -24%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$15.9M +$692K +9,677 +5%
DekaBank Deutsche Girozentrale
110
DekaBank Deutsche Girozentrale
Germany
$15.8M -$49.7K -695 -0.3%
TC
111
TwinBeech Capital
New York
$15.7M +$15.8M +220,678 New
SI
112
Scout Investments
Missouri
$15.5M -$25.7M -359,911 -62%
CS
113
Candriam SCA
Luxembourg
$15.4M -$5.89M -82,344 -28%
Voloridge Investment Management
114
Voloridge Investment Management
Florida
$15.4M +$2.45M +34,248 +19%
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$15.1M +$6.59M +92,267 +77%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$14.7M +$2.95M +41,233 +25%
Federated Hermes
117
Federated Hermes
Pennsylvania
$14.7M -$1.33M -18,668 -8%
Assenagon Asset Management
118
Assenagon Asset Management
Luxembourg
$14.3M -$43.5M -609,039 -75%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$13.9M -$623K -8,722 -4%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$13.8M +$13.1M +183,684 +1,856%
IIM
121
INTECH Investment Management
Florida
$13.3M +$4.53M +63,322 +51%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$13.2M -$62.7K -877 -0.5%
Aviva
123
Aviva
United Kingdom
$12.9M -$837K -11,709 -6%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$12.8M +$414K +5,796 +3%
LPL Financial
125
LPL Financial
California
$12.2M +$604K +8,451 +5%