BRO icon

Brown & Brown
BRO

Overview Fund Activity

231 hedge funds and large institutions have $3.29B invested in Brown & Brown in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
6.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
78
Reduced
88
Closed
25
Calls
$180K
Puts
–
Net Calls
+$180K
Net Calls Change
+$108K

Top Buyers

1
MA
Marshfield Associates
District of Columbia
$52.5M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$107M
3
Victory Capital Management
Victory Capital Management
Texas
$38.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$116M
5
Invesco
Invesco
Georgia
$26.7M

Top Sellers

1
VFA
Virtus Fund Advisers
Connecticut
$81K
2
Citadel Advisors
Citadel Advisors
Florida
$49.2M
3
Norges Bank
Norges Bank
Norway
$30.9M
4
ClearBridge Investments
ClearBridge Investments
New York
$29K
5
ESCM
Echo Street Capital Management
New York
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
176
Brown Advisory
Maryland
$357K +$14.5K +900 +4%
GCA
177
Gideon Capital Advisors
New York
$353K +$353K +21,968 New
WAM
178
World Asset Management
Michigan
$350K -$8.93K -556 -2%
CAM
179
Capstone Asset Management
Texas
$343K +$13.8K +860 +4%
OI
180
Oakbrook Investments
Illinois
$341K -$74K -4,600 -18%
AG
181
Aperio Group
California
$334K +$35.3K +2,196 +12%
BJ
182
BlackRock Japan
Japan
$300K -$476K -29,646 -61%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$296K – – –
CB
184
Commerce Bank
Missouri
$292K – – –
FA
185
FDx Advisors
Illinois
$287K +$287K +17,870 New
EMG
186
Ellington Management Group
Connecticut
$276K +$276K +17,200 New
D.E. Shaw & Co
187
D.E. Shaw & Co
New York
$273K +$273K +17,000 New
CC
188
Curian Capital
Colorado
$269K +$269K +16,714 New
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$269K +$269K +16,724 New
VKH
190
Virtu KCG Holdings
New York
$263K -$287K -17,854 -52%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$256K -$84K -5,226 -25%
PRCM
192
Pine River Capital Management
Minnesota
$251K +$251K +15,640 New
PAM
193
Panagora Asset Management
Massachusetts
$246K – – –
SG Americas Securities
194
SG Americas Securities
New York
$244K -$1.21M -74,978 -83%
OA
195
OFI Advisors
Pennsylvania
$244K +$2.47K +154 +1%
CSS
196
Cubist Systematic Strategies
Connecticut
$235K -$710K -44,074 -75%
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$229K +$3.4K +212 +2%
SDIC
198
South Dakota Investment Council
South Dakota
$225K +$225K +14,000 New
CA
199
Cetera Advisors
Colorado
$206K +$206K +12,896 New
WB
200
WesBanco Bank
West Virginia
$204K +$204K +12,700 New
6 7
8
9 10