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Brown & Brown
BRO

Overview Fund Activity

452 hedge funds and large institutions have $9.09B invested in Brown & Brown in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 158 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
47
Increased
171
Reduced
158
Closed
52
Calls
$1.51M
Puts
$818K
Net Calls
+$691K
Net Calls Change
+$634K

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
$319M
2
Select Equity Group
Select Equity Group
New York
$673M
3
Millennium Management
Millennium Management
New York
$50.3M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$28.5M
5
SCM
Snyder Capital Management
California
$19.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$11.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$11.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.23M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.8M
5
AAMU
Amundi Asset Management US
Massachusetts
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Mattern Capital Management
Colorado
$5.22M +$226K +4,945 +5%
TBA
127
Tower Bridge Advisors
Pennsylvania
$5.21M +$51.2K +1,120 +1%
MGWM
128
Marks Group Wealth Management
Minnesota
$5.18M +$288K +6,297 +6%
Asset Management One
129
Asset Management One
Japan
$4.9M -$159K -3,488 -3%
AIMCA
130
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.87M -$119K -2,600 -2%
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$4.83M +$295K +6,459 +7%
ECM
132
ExodusPoint Capital Management
New York
$4.76M +$2.85M +62,396 +149%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$4.73M -$212K -4,637 -4%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$4.71M -$67.4K -1,465 -1%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$4.65M +$22.9K +502 +0.5%
VDI
136
Vaughan David Investments
Illinois
$4.57M -$9.14K -200 -0.2%
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$4.36M +$4.29M +93,831 +6,422%
PCM
138
Prana Capital Management
Connecticut
$4.21M -$1.62M -35,544 -28%
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$4.2M +$317K +6,930 +8%
AIP
140
Ameritas Investment Partners
Nebraska
$4.16M -$44.7K -968 -1%
BA
141
Bridgewater Associates
Connecticut
$4.16M +$2.62M +57,248 +170%
Wellington Management Group
142
Wellington Management Group
Massachusetts
$4.12M +$2.41M +52,707 +141%
SOMRS
143
State of Michigan Retirement System
Michigan
$3.96M +$36.6K +800 +0.9%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$3.95M -$10.1K -220 -0.3%
PNC
145
Park National Corp
Ohio
$3.78M -$12.3K -270 -0.3%
SAA
146
Southeast Asset Advisors
Georgia
$3.7M +$391K +8,556 +12%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$3.66M +$88.2K +1,930 +2%
Aviva
148
Aviva
United Kingdom
$3.6M -$5.03M -110,119 -58%
TPCM
149
Three Peaks Capital Management
Colorado
$3.59M -$226K -4,947 -6%
IPW
150
IronBridge Private Wealth
Texas
$3.59M +$1.17M +25,574 +48%
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