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Brown & Brown

571 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $262K

23% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 62

18% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 193

1% more funds holding

Funds holding: 566571 (+5)

0.25% more ownership

Funds ownership: 70.88%71.13% (+0.25%)

7% less capital invested

Capital invested by funds: $12.1B → $11.3B (-$796M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
571
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
9.18%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
76
Increased
228
Reduced
193
Closed
62
Calls
$2.61M
Puts
$262K
Net Calls
+$2.35M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Storebrand Asset Management
Norway
$7.27M +$1.47M +25,140 +25%
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$7.17M +$1.23M +21,110 +20%
FNBOO
128
First National Bank of Omaha
Nebraska
$7.06M +$1.2M +20,455 +20%
UB
129
UMB Bank
Missouri
$7.03M -$206K -3,518 -3%
WMSA
130
Weiss Multi-Strategy Advisers
New York
$6.89M +$7.08M +121,004 New
TBA
131
Tower Bridge Advisors
Pennsylvania
$6.89M +$209K +3,575 +3%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$6.83M -$899K -15,382 -11%
IP
133
Interval Partners
New York
$6.77M +$6.95M +118,905 New
MCM
134
Mattern Capital Management
Colorado
$6.67M +$419K +7,166 +7%
KBC Group
135
KBC Group
Belgium
$6.65M +$5.27M +90,196 +340%
BA
136
Bridgewater Associates
Connecticut
$6.6M +$2.92M +50,016 +76%
Canada Life
137
Canada Life
Manitoba, Canada
$6.48M -$975K -16,672 -13%
MGWM
138
Marks Group Wealth Management
Minnesota
$6.24M +$88.4K +1,512 +1%
ROC
139
Running Oak Capital
Minnesota
$6M +$526K +8,987 +9%
AQR Capital Management
140
AQR Capital Management
Connecticut
$5.94M -$2.8M -47,807 -31%
SCM
141
Spring Capital Management
Texas
$5.86M +$117K +2,001 +2%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$5.85M +$76.6K +1,310 +1%
VIA
143
Vident Investment Advisory
Georgia
$5.79M +$29.5K +504 +0.5%
VDI
144
Vaughan David Investments
Illinois
$5.7M
FAF
145
Fjarde Ap-fonden
Sweden
$5.68M -$2.4M -41,100 -29%
BTW
146
Boston Trust Walden
Massachusetts
$5.67M +$735K +12,575 +14%
Squarepoint
147
Squarepoint
New York
$5.63M -$197K -3,377 -3%
Asset Management One
148
Asset Management One
Japan
$5.56M -$171K -2,929 -3%
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$5.52M -$6.84M -116,920 -55%
WCM Investment Management
150
WCM Investment Management
California
$5.49M +$4.52M +77,287 +404%