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Brown & Brown

224 hedge funds and large institutions have $3.13B invested in Brown & Brown in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 82

0.44% less ownership

Funds ownership: 144.06%143.63% (-0.44%)

2% less funds holding

Funds holding: 229224 (-5)

6% less capital invested

Capital invested by funds: $3.33B → $3.13B (-$200M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

90% less call options, than puts

Call options by funds: $9K | Put options by funds: $86K

Holders
224
Holders Change
-5
Holders Change %
-2.18%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
20
Increased
82
Reduced
82
Closed
24
Calls
$9K
Puts
$86K
Net Calls
-$77K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$25K +$26K +1,586 New
WA
202
WFG Advisors
Texas
$22K +$66 +4 +0.3%
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$20.8K -$188K -11,482 -90%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17.6K +1,074 +53,700%
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$15K
GT
206
Glenmede Trust
Pennsylvania
$12K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$12K +$3.64K +222 +41%
SMG
208
Spectrum Management Group
Indiana
$11K +$11.8K +720 New
W
209
Wealthfront
California
$10K +$197 +12 +2%
TWA
210
TCI Wealth Advisors
Arizona
$9K -$66 -4 -0.7%
VFA
211
Virtus Fund Advisers
Connecticut
$9K
WCBA
212
Weaver C. Barksdale & Associates
Tennessee
$7K -$164 -10 -2%
GAM
213
Gemmer Asset Management
California
$5K
HR
214
Howe & Rusling
New York
$5K
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.74K -$53.2K -3,244 -1%
CFA
216
Carroll Financial Associates
North Carolina
$4K
FHA
217
First Horizon Advisors
Tennessee
$4K
JIC
218
Joel Isaacson & Co
New York
$3K
TRCT
219
Tower Research Capital (TRC)
New York
$3K +$3.58K +218 New
SA
220
SRH Advisors
Kansas
$2K
N
221
Nuveen
North Carolina
$1.49K
ZB
222
Zions Bancorporation
Utah
$1K +$1.25K +76 New
Loomis, Sayles & Company
223
Loomis, Sayles & Company
Massachusetts
-$11.6M -705,648 Closed
NMIMC
224
Northwestern Mutual Investment Management Company
Wisconsin
-$5.66M -344,252 Closed
ESCM
225
Echo Street Capital Management
New York
-$4.96M -301,644 Closed