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Brown & Brown

682 hedge funds and large institutions have $15.3B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 241 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $1.84M

140% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 45

9% more funds holding

Funds holding: 626682 (+56)

8% more capital invested

Capital invested by funds: $14.1B → $15.3B (+$1.17B)

4.61% more ownership

Funds ownership: 70.98%75.58% (+4.6%)

6% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 227

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
682
Holders Change
+56
Holders Change %
+8.95%
% of All Funds
9.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
108
Increased
241
Reduced
227
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
151
Lountzis Asset Management
Pennsylvania
$9.03M -$231K -3,235 -2%
BCIM
152
British Columbia Investment Management
British Columbia, Canada
$9.01M +$211K +2,956 +2%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$8.96M -$3.16M -44,164 -26%
Axa
154
Axa
France
$8.85M +$7.07M +98,938 +387%
Comerica Bank
155
Comerica Bank
Texas
$8.83M +$833K +11,653 +10%
UB
156
UMB Bank
Missouri
$8.77M -$1.64K -23 -0%
BA
157
BCM Advisors
Louisiana
$8.72M -$475K -6,647 -6%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.64M -$2.66M -37,234 -23%
Aberdeen Group
159
Aberdeen Group
United Kingdom
$8.52M +$4.08M +57,119 +91%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$8.32M +$840K +11,747 +11%
Capital Fund Management (CFM)
161
Capital Fund Management (CFM)
France
$8.3M +$3.75M +52,482 +82%
Truist Financial
162
Truist Financial
North Carolina
$8.26M +$1.44M +20,109 +21%
ACH
163
ArrowMark Colorado Holdings
Colorado
$8.14M +$801K +11,204 +11%
Osaic Holdings
164
Osaic Holdings
Arizona
$8.08M -$306K -4,282 -4%
HFS
165
Hantz Financial Services
Michigan
$8M +$8.04M +112,462 New
MSV
166
MN Services Vermogensbeheer
Netherlands
$7.89M -$300K -4,200 -4%
MGWM
167
Marks Group Wealth Management
Minnesota
$7.82M -$97.1K -1,358 -1%
HBCM
168
Heron Bay Capital Management
Michigan
$7.8M -$45.7K -639 -0.6%
Treasurer of the State of North Carolina
169
Treasurer of the State of North Carolina
North Carolina
$7.69M +$73.6K +1,030 +1%
SAM
170
Shell Asset Management
Netherlands
$7.67M -$1.41M -19,700 -15%
WCM Investment Management
171
WCM Investment Management
California
$7.66M +$911K +12,748 +13%
Korea Investment Corp
172
Korea Investment Corp
South Korea
$7.27M +$2.14M +29,911 +41%
VDI
173
Vaughan David Investments
Illinois
$7.11M
Asset Management One
174
Asset Management One
Japan
$6.99M +$43.8K +613 +0.6%
Neuberger Berman Group
175
Neuberger Berman Group
New York
$6.94M -$681K -9,526 -9%