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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
BFEC
176
Benjamin F. Edwards & Company
Missouri
$6.93M +$6.69M +93,658 +2,420%
Credit Agricole
177
Credit Agricole
France
$6.86M +$6.73M +94,190 +4,256%
SCM
178
Spring Capital Management
Texas
$6.85M -$198K -2,768 -3%
Tudor Investment Corp
179
Tudor Investment Corp
Connecticut
$6.57M +$6.6M +92,410 New
WCM
180
Wedge Capital Management
North Carolina
$6.4M +$1.36M +19,021 +27%
FNBOO
181
First National Bank of Omaha
Nebraska
$6.29M -$793K -11,091 -11%
FAF
182
Fjarde Ap-fonden
Sweden
$6.13M -$672K -9,400 -10%
Rafferty Asset Management
183
Rafferty Asset Management
New York
$5.95M +$338K +4,735 +6%
Schroder Investment Management Group
184
Schroder Investment Management Group
United Kingdom
$5.88M +$1.85M +25,895 +46%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$5.43M -$129K -1,803 -2%
OMC
186
Old Mission Capital
Illinois
$5.35M +$5.38M +75,222 New
SAA
187
Southeast Asset Advisors
Georgia
$5.24M -$641K -8,967 -11%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$5.21M -$220K -3,082 -4%
Squarepoint
189
Squarepoint
New York
$5.11M +$2.24M +31,303 +77%
SSA
190
Schonfeld Strategic Advisors
New York
$5.08M -$6.4M -89,554 -56%
GCM
191
Ghisallo Capital Management
Massachusetts
$5.03M +$5.06M +70,800 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
192
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.98M -$1.72M -24,000 -26%
WTC
193
WhitTier Trust Company
Nevada
$4.91M +$868K +12,144 +21%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$4.86M -$398K -5,568 -8%
AWM
195
AE Wealth Management
Kansas
$4.79M -$351K -4,915 -7%
PFM
196
Patton Fund Management
Texas
$4.76M +$4.79M +67,008 New
FC
197
Forte Capital
New York
$4.74M +$1.48M +20,675 +45%
ASRS
198
Arizona State Retirement System
Arizona
$4.71M +$34.2K +479 +0.7%
AB
199
Amalgamated Bank
New York
$4.62M -$237K -3,317 -5%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$4.62M -$2.09M -29,185 -31%