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Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
$4.88M +$2.65M +57,660 +125%
Point72 Asset Management
127
Point72 Asset Management
Connecticut
$4.87M +$4.73M +102,800 New
Baird Financial Group
128
Baird Financial Group
Wisconsin
$4.87M +$56.3K +1,223 +1%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$4.79M +$79.3K +1,723 +2%
Allianz Asset Management
130
Allianz Asset Management
Germany
$4.76M +$4.16M +90,427 +906%
VDI
131
Vaughan David Investments
Illinois
$4.75M
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$4.75M
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$4.7M +$538K +11,683 +13%
Rafferty Asset Management
134
Rafferty Asset Management
New York
$4.63M +$753K +16,354 +20%
AIM
135
Achmea Investment Management
Netherlands
$4.63M +$73.5K +1,596 +2%
Mackenzie Financial
136
Mackenzie Financial
Ontario, Canada
$4.62M -$340K -7,376 -7%
AQR Capital Management
137
AQR Capital Management
Connecticut
$4.4M +$449K +9,765 +12%
Connor, Clark & Lunn Investment Management (CC&L)
138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.32M +$2.32M +50,333 +123%
AIP
139
Ameritas Investment Partners
Nebraska
$4.32M -$301K -6,548 -7%
MFAM
140
Motley Fool Asset Management
Virginia
$4.27M +$2.76M +60,000 +200%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$4.11M -$96.8K -2,104 -2%
SOMRS
142
State of Michigan Retirement System
Michigan
$4.07M +$18.4K +400 +0.5%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$4.03M +$181K +3,922 +5%
GC
144
Gillson Capital
Illinois
$4M +$3.88M +84,378 New
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$4M -$120K -2,598 -3%
TPCM
146
Three Peaks Capital Management
Colorado
$3.96M -$164K -3,556 -4%
PNC
147
Park National Corp
Ohio
$3.94M
NMIMC
148
Northwestern Mutual Investment Management Company
Wisconsin
$3.84M -$36K -783 -1%
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.73M +$161K +3,498 +5%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$3.7M -$2.53K -55 -0.1%