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Brown & Brown

515 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 162 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 469515 (+46)

6% more capital invested

Capital invested by funds: $10.7B → $11.3B (+$671M)

1.22% more ownership

Funds ownership: 71.58%72.8% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 162

76% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $6.94M

Holders
515
Holders Change
+46
Holders Change %
+9.81%
% of All Funds
9.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
173
Reduced
162
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.25M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
176
Leavell Investment Management
Alabama
$3.17M +$22.3K +400 +0.7%
Nomura Asset Management
177
Nomura Asset Management
Japan
$3.05M +$176K +3,160 +6%
ESCM
178
Echo Street Capital Management
New York
$3.02M +$3.03M +54,427 New
Comerica Bank
179
Comerica Bank
Texas
$3M -$4.65M -83,397 -65%
ProShare Advisors
180
ProShare Advisors
Maryland
$2.99M -$20.1M -360,853 -87%
VIA
181
Vident Investment Advisory
Georgia
$2.97M -$147K -2,636 -5%
UIM
182
USS Investment Management
United Kingdom
$2.94M +$2.95M +52,954 New
DCP
183
Distillate Capital Partners
Illinois
$2.94M -$137K -2,466 -4%
SG Americas Securities
184
SG Americas Securities
New York
$2.93M +$243K +4,360 +9%
MIM
185
MetLife Investment Management
New Jersey
$2.93M -$3.57M -64,101 -55%
D.E. Shaw & Co
186
D.E. Shaw & Co
New York
$2.9M -$3.59M -64,346 -55%
GLA
187
Great Lakes Advisors
Illinois
$2.87M -$178K -3,194 -6%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$2.84M -$2.91M -52,204 -51%
QT
189
Quantbot Technologies
New York
$2.73M +$2.74M +49,190 New
RJFSA
190
Raymond James Financial Services Advisors
Florida
$2.69M +$340K +6,093 +14%
GIBU
191
Gulf International Bank (UK)
United Kingdom
$2.67M -$255K -4,577 -9%
IIC
192
Ironwood Investment Counsel
Arizona
$2.62M -$40.4K -725 -2%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$2.58M +$368K +6,600 +17%
GC
194
Guggenheim Capital
Illinois
$2.42M +$778K +13,962 +47%
MSE
195
MUFG Securities EMEA
United Kingdom
$2.38M
DTL
196
Dynamic Technology Lab
Singapore
$2.38M +$2.4M +42,978 New
HC
197
Henshaw Capital
Massachusetts
$2.38M
Truist Financial
198
Truist Financial
North Carolina
$2.35M -$147K -2,630 -6%
URS
199
Utah Retirement Systems
Utah
$2.35M -$150K -2,700 -6%
IAA
200
Independent Advisor Alliance
North Carolina
$2.31M