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Brown & Brown

604 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 229 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $1.61M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $11.6B → $13.9B (+$2.31B)

16% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 197

7% more funds holding

Funds holding: 566604 (+38)

0.33% more ownership

Funds ownership: 71.26%71.59% (+0.33%)

Holders
604
Holders Change
+38
Holders Change %
+6.71%
% of All Funds
9.48%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
79
Increased
229
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
151
Jump Financial
Illinois
$7.24M -$1.13M -17,779 -14%
FAF
152
Fjarde Ap-fonden
Sweden
$7.07M +$369K +5,800 +6%
Citadel Advisors
153
Citadel Advisors
Florida
$7.04M -$18.1M -285,045 -74%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$7M -$67.9K -1,068 -1%
SCM
155
Spring Capital Management
Texas
$6.88M -$169K -2,655 -3%
VDI
156
Vaughan David Investments
Illinois
$6.88M
Hudson Bay Capital Management
157
Hudson Bay Capital Management
Connecticut
$6.88M +$6.36M +100,000 New
PAMS
158
Pictet Asset Management (Switzerland)
Switzerland
$6.71M -$32.4K -509 -0.5%
HBCM
159
Heron Bay Capital Management
Michigan
$6.58M +$836K +13,146 +16%
WCM Investment Management
160
WCM Investment Management
California
$6.58M -$119K -1,873 -2%
Asset Management One
161
Asset Management One
Japan
$6.52M -$42.6K -670 -0.7%
Truist Financial
162
Truist Financial
North Carolina
$6.33M -$10M -157,291 -63%
Adage Capital Partners
163
Adage Capital Partners
Massachusetts
$5.82M +$5.38M +84,600 New
SAA
164
Southeast Asset Advisors
Georgia
$5.73M -$35.7K -561 -0.7%
WCM
165
Wedge Capital Management
North Carolina
$5.72M +$5.29M +83,110 New
Korea Investment Corp
166
Korea Investment Corp
South Korea
$5.6M -$225K -3,545 -4%
Schroder Investment Management Group
167
Schroder Investment Management Group
United Kingdom
$5.53M -$2.78M -43,721 -35%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$5.36M +$204K +3,213 +4%
Rafferty Asset Management
169
Rafferty Asset Management
New York
$5.2M -$234K -3,681 -5%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$4.88M -$3.07M -48,338 -41%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$4.85M +$184K +2,895 +4%
Marshall Wace
172
Marshall Wace
United Kingdom
$4.84M +$2.93M +46,102 +191%
AWM
173
AE Wealth Management
Kansas
$4.63M +$89.9K +1,414 +2%
ASRS
174
Arizona State Retirement System
Arizona
$4.54M -$257K -4,042 -6%
AIG
175
American International Group
New York
$4.51M +$81K +1,273 +2%