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Brown & Brown

566 hedge funds and large institutions have $12.1B invested in Brown & Brown in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $326K

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

3% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$323M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

1% less funds holding

Funds holding: 574566 (-8)

Holders
566
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
9.75%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
49
Increased
208
Reduced
219
Closed
48
Calls
$1.46M
Puts
$326K
Net Calls
+$1.14M
Net Calls Change
+$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
151
Vident Investment Advisory
Georgia
$6.09M +$974K +15,483 +18%
VDI
152
Vaughan David Investments
Illinois
$6.05M
DCP
153
Distillate Capital Partners
Illinois
$6.03M +$943K +14,993 +18%
Asset Management One
154
Asset Management One
Japan
$6.01M +$37.8K +601 +0.6%
Jacobs Levy Equity Management
155
Jacobs Levy Equity Management
New Jersey
$6M +$6.24M +99,192 New
PI
156
Putnam Investments
Massachusetts
$6M +$6.24M +99,128 New
Franklin Resources
157
Franklin Resources
California
$5.94M -$102K -1,628 -2%
ROC
158
Running Oak Capital
Minnesota
$5.83M +$6.06M +96,390 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
159
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.78M +$6.02M +95,600 New
PAMS
160
Pictet Asset Management (Switzerland)
Switzerland
$5.75M -$798K -12,685 -12%
EVM
161
Eaton Vance Management
Massachusetts
$5.5M +$30.1K +479 +0.5%
WT
162
Whittier Trust
California
$5.36M +$144K +2,289 +3%
BTW
163
Boston Trust Walden
Massachusetts
$5.26M -$24.5M -389,798 -82%
Korea Investment Corp
164
Korea Investment Corp
South Korea
$5.17M -$5.99M -95,128 -53%
Aviva
165
Aviva
United Kingdom
$5M +$1.07M +16,946 +26%
AB
166
Amalgamated Bank
New York
$4.97M -$81.9K -1,301 -2%
Rafferty Asset Management
167
Rafferty Asset Management
New York
$4.87M +$342K +5,437 +7%
Retirement Systems of Alabama
168
Retirement Systems of Alabama
Alabama
$4.71M +$12.6K +200 +0.3%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$4.68M +$797K +12,672 +20%
STCG
170
Speece Thorson Capital Group
Minnesota
$4.64M +$154K +2,443 +3%
HF
171
HRT Financial
New York
$4.6M +$4.79M +76,078 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$4.6M +$86.3K +1,372 +2%
HH
173
HWG Holdings
Texas
$4.4M +$4.57M +72,697 New
PAM
174
Panagora Asset Management
Massachusetts
$4.39M +$2.48M +39,487 +119%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$4.32M +$263K +4,175 +6%