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Brown & Brown

552 hedge funds and large institutions have $14.3B invested in Brown & Brown in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 188 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

26% more capital invested

Capital invested by funds: $11.3B → $14.3B (+$2.95B)

7% more funds holding

Funds holding: 515552 (+37)

6% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 178

4% more call options, than puts

Call options by funds: $5.93M | Put options by funds: $5.72M

0.22% more ownership

Funds ownership: 72.8%73.02% (+0.22%)

Holders
552
Holders Change
+37
Holders Change %
+7.18%
% of All Funds
8.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
95
Increased
188
Reduced
178
Closed
53
Calls
$5.93M
Puts
$5.72M
Net Calls
+$207K
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$4.4M +$79.9K +1,238 +2%
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$4.39M -$5.41M -83,888 -57%
UBS Group
178
UBS Group
Switzerland
$4.33M -$10.4M -161,499 -72%
AWM
179
AE Wealth Management
Kansas
$4.26M +$28.5K +442 +0.7%
HF
180
HRT Financial
New York
$4.17M -$9.07M -140,596 -70%
SOMRS
181
State of Michigan Retirement System
Michigan
$4.15M +$19.4K +300 +0.5%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$4.1M -$218K -3,375 -5%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$4.09M -$64.5K -1,000 -2%
LIM
184
Leavell Investment Management
Alabama
$4.02M
DCM
185
Dupont Capital Management
Delaware
$3.99M -$778K -12,062 -18%
BA
186
Bridgewater Associates
Connecticut
$3.81M -$4.03M -62,504 -54%
Nomura Asset Management
187
Nomura Asset Management
Japan
$3.74M -$112K -1,741 -3%
UIM
188
USS Investment Management
United Kingdom
$3.72M
MIM
189
MetLife Investment Management
New Jersey
$3.64M -$64.5K -1,000 -2%
RJFSA
190
Raymond James Financial Services Advisors
Florida
$3.6M +$167K +2,595 +5%
GLA
191
Great Lakes Advisors
Illinois
$3.56M -$75.3K -1,167 -2%
CWM
192
CIBC World Markets
New York
$3.55M -$725K -11,234 -18%
SCM
193
Segantii Capital Management
Hong Kong
$3.4M +$3.12M +48,390 New
YCM
194
Yousif Capital Management
Michigan
$3.38M +$3.11M +48,138 New
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$3.34M -$234K -3,632 -7%
IIC
196
Ironwood Investment Counsel
Arizona
$3.32M
SGI
197
Summit Global Investments
Utah
$3.24M +$2.97M +46,074 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.21M +$2.94M +45,525 +25,866%
CCM
199
Coldstream Capital Management
Washington
$3.21M +$1.54M +23,942 +110%
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
$3.15M +$2.53M +39,165 +698%