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Brown & Brown
BRO

Overview Fund Activity

306 hedge funds and large institutions have $5.53B invested in Brown & Brown in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-13
Holders Change %
-4.08%
% of All Funds
7.02%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
32
Increased
122
Reduced
100
Closed
44
Calls
$2.29M
Puts
–
Net Calls
+$2.29M
Net Calls Change
-$2.03M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$49.4M
2
APG Asset Management
APG Asset Management
Netherlands
+$31.5M
3
Select Equity Group
Select Equity Group
New York
+$29.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.7M
5
Northern Trust
Northern Trust
Illinois
+$20.8M

Top Sellers

1
State Street
State Street
Massachusetts
-$29.2M
2
VBA
Van Berkom & Associates
Quebec, Canada
-$19.9M
3
CC
Carlson Capital
Texas
-$19.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$15.3M
5
CRM
Capital Returns Management
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
176
Flinton Capital Management
Pennsylvania
$821K – – –
SI
177
Stephens Inc
Arkansas
$794K +$19.4K +700 +3%
SAM
178
Securian Asset Management
Minnesota
$790K +$11.6K +417 +1%
AG
179
Advisor Group
Arizona
$786K +$99K +3,570 +14%
PA
180
Profund Advisors
Maryland
$781K -$39.5K -1,424 -5%
TPCM
181
Three Peaks Capital Management
Colorado
$773K +$773K +27,858 New
EVM
182
Eaton Vance Management
Massachusetts
$769K -$756K -27,271 -50%
RCM
183
Riverhead Capital Management
Delaware
$737K – – –
JIP
184
Jaffetilchin Investment Partners
Florida
$734K +$734K +26,467 New
SAA
185
Southeast Asset Advisors
Georgia
$713K – – –
CGH
186
Crossmark Global Holdings
Texas
$703K -$41K -1,480 -6%
XK
187
Xact Kapitalforvaltning
Sweden
$697K +$133K +4,800 +24%
HA
188
Harbor Advisors
Florida
$666K – – –
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$666K +$666K +24,000 New
SOADOR
190
State of Alaska Department of Revenue
Alaska
$663K +$152K +5,500 +30%
LPL Financial
191
LPL Financial
California
$648K +$14.7K +531 +2%
V
192
Veritable
Delaware
$646K +$180K +6,484 +39%
TAM
193
Tyers Asset Management
Texas
$645K – – –
RJT
194
Raymond James Trust
Florida
$620K +$298K +10,727 +92%
O
195
OppenheimerFunds
New York
$616K +$18.7K +675 +3%
OI
196
Oakbrook Investments
Illinois
$603K +$15.2K +550 +3%
UBS Group
197
UBS Group
Switzerland
$600K -$6.34M -228,797 -91%
CAM
198
Cacti Asset Management
Georgia
$579K +$290K +10,500 +100%
SPIA
199
Steward Partners Investment Advisory
New York
$576K +$5.68K +205 +1%
DIM
200
DC Investments Management
Virginia
$575K +$168K +6,066 +41%
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