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Brown & Brown

817 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,381% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $1.15M

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 265

16% more capital invested

Capital invested by funds: $18.7B → $21.7B (+$2.97B)

8% more funds holding

Funds holding: 755817 (+62)

0.07% more ownership

Funds ownership: 73.35%73.42% (+0.07%)

Holders
817
Holders Change
+62
Holders Change %
+8.21%
% of All Funds
11.73%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
309
Reduced
265
Closed
50
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
EULAV Asset Management
Florida
$18.2M +$17.5M +176,000 New
SA
127
Sanctuary Advisors
Indiana
$18.1M +$677K +6,805 +4%
Canada Life
128
Canada Life
Manitoba, Canada
$17.9M +$830K +8,349 +5%
LPL Financial
129
LPL Financial
California
$17.3M +$583K +5,865 +4%
BHWM
130
Bar Harbor Wealth Management
New Hampshire
$16.6M -$149K -1,498 -0.9%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$16.6M -$1.33M -13,403 -8%
Man Group
132
Man Group
United Kingdom
$16.3M +$3.25M +32,713 +26%
KCM
133
Kennedy Capital Management
Missouri
$15.8M -$5.98M -60,159 -28%
LIP
134
Lighthouse Investment Partners
Florida
$15.8M +$15.2M +152,588 New
Prudential Financial
135
Prudential Financial
New Jersey
$15.5M -$122K -1,226 -0.8%
Wellington Management Group
136
Wellington Management Group
Massachusetts
$15.2M +$713K +7,172 +5%
CI
137
Cooper Investors
Australia
$15.2M
OAC
138
OMERS Administration Corp
Ontario, Canada
$15M +$517K +5,200 +4%
CWM
139
Congress Wealth Management
Massachusetts
$14.9M +$177K +1,780 +1%
WAM
140
Wilson Asset Management
Australia
$14.9M
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$14.7M +$498K +5,005 +4%
Diamond Hill Capital Management
142
Diamond Hill Capital Management
Ohio
$14.5M -$410K -4,120 -3%
ROC
143
Running Oak Capital
Minnesota
$13.6M -$564K -5,668 -4%
MCM
144
Mattern Capital Management
Colorado
$13.4M -$110K -1,103 -0.8%
WorldQuant Millennium Advisors
145
WorldQuant Millennium Advisors
New York
$13.3M +$8.93M +89,797 +232%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$13.2M -$229K -2,301 -2%
SBH
147
Segall Bryant & Hamill
Illinois
$13.1M +$12.5M +126,094 New
YCM
148
Yousif Capital Management
Michigan
$12.9M -$703K -7,066 -5%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$12.9M +$5.72M +57,565 +86%
LAM
150
Lountzis Asset Management
Pennsylvania
$12.8M -$207K -2,081 -2%