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Brown & Brown

515 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 162 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 469515 (+46)

6% more capital invested

Capital invested by funds: $10.7B → $11.3B (+$671M)

1.22% more ownership

Funds ownership: 71.58%72.8% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 162

76% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $6.94M

Holders
515
Holders Change
+46
Holders Change %
+9.81%
% of All Funds
9.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
173
Reduced
162
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.25M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
126
Asset Management One
Japan
$5.96M +$189K +3,400 +3%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$5.9M +$444K +7,960 +8%
CA
128
Capitolis Advisors
New York
$5.88M
Ameriprise
129
Ameriprise
Minnesota
$5.8M -$17.9M -321,826 -75%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$5.8M +$3M +53,822 +106%
VDI
131
Vaughan David Investments
Illinois
$5.54M
SAA
132
Southeast Asset Advisors
Georgia
$5.49M +$853K +15,314 +18%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$5.31M +$3.42M +61,392 +179%
MFS
134
Mirabella Financial Services
United Kingdom
$5.29M +$5.03M +90,207 +1,747%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$5.21M +$2.15M +38,656 +70%
AQR Capital Management
136
AQR Capital Management
Connecticut
$4.97M +$655K +11,761 +15%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$4.87M +$158K +2,829 +3%
Man Group
138
Man Group
United Kingdom
$4.81M -$2.79M -49,994 -37%
Franklin Resources
139
Franklin Resources
California
$4.79M +$825K +14,807 +21%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$4.67M +$396K +7,114 +9%
ECM
141
ExodusPoint Capital Management
New York
$4.64M +$4.02M +72,104 +625%
Connor, Clark & Lunn Investment Management (CC&L)
142
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.59M -$1.66M -29,807 -26%
AB
143
Amalgamated Bank
New York
$4.57M -$5.75M -103,118 -56%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$4.56M +$3.53M +63,390 +305%
IPW
145
IronBridge Private Wealth
Texas
$4.51M +$552K +9,911 +14%
PNC
146
Park National Corp
Ohio
$4.46M -$16.7K -300 -0.4%
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$4.45M -$26.9M -483,398 -86%
WT
148
Whittier Trust
California
$4.45M +$96.3K +1,727 +2%
LPL Financial
149
LPL Financial
California
$4.42M +$645K +11,568 +17%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$4.35M -$356K -6,395 -8%