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Brown & Brown
BRO

Overview Fund Activity

675 hedge funds and large institutions have $15.1B invested in Brown & Brown in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 240 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+54
Holders Change %
+8.7%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
106
Increased
240
Reduced
225
Closed
45
Calls
$10.5M
Puts
$1.84M
Net Calls
+$8.67M
Net Calls Change
+$1.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.28B
2
CAM
Congress Asset Management
Massachusetts
$82.4M
3
Man Group
Man Group
United Kingdom
$64.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M
5
Goldman Sachs
Goldman Sachs
New York
$256M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$16.5M
2
CCP
Clarkston Capital Partners
Michigan
$186M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$11.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$945K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
Spring Capital Management
Texas
$6.85M -$197K -2,768 -3%
Tudor Investment Corp
177
Tudor Investment Corp
Connecticut
$6.57M +$6.57M +92,410 New
WCM
178
Wedge Capital Management
North Carolina
$6.4M +$1.35M +19,021 +27%
FNBOO
179
First National Bank of Omaha
Nebraska
$6.29M -$789K -11,091 -11%
FAF
180
Fjarde Ap-fonden
Sweden
$6.13M -$668K -9,400 -10%
Rafferty Asset Management
181
Rafferty Asset Management
New York
$5.95M +$337K +4,735 +6%
Schroder Investment Management Group
182
Schroder Investment Management Group
United Kingdom
$5.88M +$1.84M +25,895 +46%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$5.43M -$128K -1,803 -2%
OMC
184
Old Mission Capital
Illinois
$5.35M +$5.35M +75,222 New
SAA
185
Southeast Asset Advisors
Georgia
$5.24M -$638K -8,967 -11%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$5.21M -$219K -3,082 -4%
Squarepoint
187
Squarepoint
New York
$5.11M +$2.23M +31,303 +77%
SSA
188
Schonfeld Strategic Advisors
New York
$5.08M -$6.37M -89,554 -56%
GCM
189
Ghisallo Capital Management
Massachusetts
$5.03M +$5.03M +70,800 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
190
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.98M -$1.71M -24,000 -26%
WTC
191
WhitTier Trust Company
Nevada
$4.91M +$864K +12,144 +21%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$4.86M -$396K -5,568 -8%
AWM
193
AE Wealth Management
Kansas
$4.79M -$378K -4,915 -7%
PFM
194
Patton Fund Management
Texas
$4.76M +$4.76M +67,008 New
FC
195
Forte Capital
New York
$4.74M +$1.47M +20,675 +45%
ASRS
196
Arizona State Retirement System
Arizona
$4.71M +$34.1K +479 +0.7%
AB
197
Amalgamated Bank
New York
$4.62M -$236K -3,317 -5%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$4.62M -$2.08M -29,185 -31%
AIG
199
American International Group
New York
$4.62M +$59.1K +831 +1%
MMA
200
Mizuho Markets Americas
New York
$4.61M +$1.39M +19,581 +43%
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