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Brown & Brown

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8%73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$6.07M +$254K +3,942 +5%
Osaic Holdings
152
Osaic Holdings
Arizona
$6.02M +$729K +11,295 +15%
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$5.92M
AQR Capital Management
154
AQR Capital Management
Connecticut
$5.9M -$311K -4,826 -5%
WT
155
Whittier Trust
California
$5.77M +$119K +1,838 +2%
Aviva
156
Aviva
United Kingdom
$5.71M +$617K +9,571 +13%
PCM
157
Prana Capital Management
Connecticut
$5.63M -$13.2M -204,146 -72%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$5.53M +$13.5K +209 +0.3%
AIMCA
159
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.49M
Retirement Systems of Alabama
160
Retirement Systems of Alabama
Alabama
$5.46M -$167K -2,592 -3%
VIA
161
Vident Investment Advisory
Georgia
$5.45M +$1.54M +23,867 +45%
PNC
162
Park National Corp
Ohio
$5.3M -$329K -5,100 -6%
HH
163
HWG Holdings
Texas
$5.14M +$4.71M +73,080 New
AIG
164
American International Group
New York
$4.99M -$23.7K -367 -0.5%
DCP
165
Distillate Capital Partners
Illinois
$4.98M +$1.16M +17,979 +34%
IPW
166
IronBridge Private Wealth
Texas
$4.94M -$714K -11,064 -14%
MFS
167
Mirabella Financial Services
United Kingdom
$4.92M -$1.64M -25,351 -27%
SG Americas Securities
168
SG Americas Securities
New York
$4.86M +$1.04M +16,190 +31%
Aberdeen Group
169
Aberdeen Group
United Kingdom
$4.85M -$240K -3,723 -5%
ProShare Advisors
170
ProShare Advisors
Maryland
$4.58M +$728K +11,289 +21%
ASRS
171
Arizona State Retirement System
Arizona
$4.58M -$133K -2,062 -3%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$4.53M +$120K +1,855 +3%
Squarepoint
173
Squarepoint
New York
$4.53M +$3.28M +50,890 +377%
Schroder Investment Management Group
174
Schroder Investment Management Group
United Kingdom
$4.48M -$12.7M -196,385 -75%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$4.45M -$169K -2,615 -4%