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Brown & Brown

233 hedge funds and large institutions have $3.2B invested in Brown & Brown in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $4K | Put options by funds: $2K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

4% more funds holding

Funds holding: 224233 (+9)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

2% more capital invested

Capital invested by funds: $3.13B → $3.2B (+$72.2M)

1.94% less ownership

Funds ownership: 143.63%141.69% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
6.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
20
Calls
$4K
Puts
$2K
Net Calls
+$2K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$19K -$6.65K -416 -26%
MWM
202
MinichMacGregor Wealth Management
New York
$17K +$17.6K +1,102 New
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$15K +$14.7K +920 New
Bessemer Group
204
Bessemer Group
New Jersey
$15K +$15.2K +950 New
CF
205
CenterStar Fund
Illinois
$13K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$13K +$192 +12 +2%
GT
207
Glenmede Trust
Pennsylvania
$12K
SMG
208
Spectrum Management Group
Indiana
$12K
VFA
209
Virtus Fund Advisers
Connecticut
$10K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$9K -$8.61K -538 -50%
TWA
211
TCI Wealth Advisors
Arizona
$9K
WCBA
212
Weaver C. Barksdale & Associates
Tennessee
$7K -$288 -18 -4%
MFS
213
MSI Financial Services
Massachusetts
$7K +$6.65K +416 +1,300%
AIA
214
Allegis Investment Advisors
Idaho
$7K +$6.94K +434 New
GAM
215
Gemmer Asset Management
California
$6K
PCM
216
Penserra Capital Management
California
$6K +$6.21K +388 New
CG
217
Cutler Group
California
$6K +$6.24K +390 New
HR
218
Howe & Rusling
New York
$5K
VCM
219
Versant Capital Management
Arizona
$5K +$5.18K +324 New
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.89K -$21.3K -1,332 -0.4%
CFA
221
Carroll Financial Associates
North Carolina
$4K
FHA
222
First Horizon Advisors
Tennessee
$4K
S
223
SignatureFD
Georgia
$4K +$3.52K +220 New
TRCT
224
Tower Research Capital (TRC)
New York
$3K -$288 -18 -8%
JIC
225
Joel Isaacson & Co
New York
$3K