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Brown & Brown
BRO

Overview Fund Activity

238 hedge funds and large institutions have $3.86B invested in Brown & Brown in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 111 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
6.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
111
Reduced
69
Closed
19
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$6K

Top Buyers

1
TSW
Thompson Siegel & Walmsley
Virginia
$31.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$97.6M
3
Goldman Sachs
Goldman Sachs
New York
$32.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$354M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$16.2M

Top Sellers

1
RCG
Ruane, Cunniff & Goldfarb
New York
$439K
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.53M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$131M
4
WIM
Weitz Investment Management
Nebraska
$5.62M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$128K +$49.4K +2,646 +63%
NIT
202
NumerixS Investment Technologies
British Columbia, Canada
$120K -$229K -12,200 -66%
AAM
203
Advisors Asset Management
Colorado
$112K +$112K +6,000 New
TRCT
204
Tower Research Capital (TRC)
New York
$101K +$56K +2,988 +125%
IIC
205
Integrated Investment Consultants
Michigan
$98K +$58.8K +3,150 +150%
IA
206
IFP Advisors
Florida
$92K +$77K +4,110 +514%
CCA
207
Checchi Capital Advisers
California
$77K -$2.42K -130 -3%
AIM
208
Anchor Investment Management
South Carolina
$75.7K – – –
Nomura Asset Management
209
Nomura Asset Management
Japan
$75K +$75K +3,980 New
ST
210
Smithfield Trust
Pennsylvania
$67K – – –
AIM
211
Arcadia Investment Management
Michigan
$61K +$61K +3,250 New
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$49K +$17.9K +942 +57%
RCG
213
Ruggie Capital Group
Florida
$40K +$149 +8 +0.4%
BJ
214
BlackRock Japan
Japan
$30K +$30K +1,578 New
GAM
215
Gemmer Asset Management
California
$25K -$1.48K -80 -6%
MWM
216
MinichMacGregor Wealth Management
New York
$22K – – –
WA
217
WFG Advisors
Texas
$21K +$76 +4 +0.4%
Creative Planning
218
Creative Planning
Kansas
$19K – – –
TF
219
Tompkins Financial
New York
$15K +$15K +810 New
GT
220
Glenmede Trust
Pennsylvania
$14K – – –
CG
221
Cutler Group
California
$12K +$5.14K +292 +75%
TWA
222
TCI Wealth Advisors
Arizona
$11K – – –
PCM
223
Penserra Capital Management
California
$10K +$3.32K +184 +50%
MFS
224
MSI Financial Services
Massachusetts
$8K -$74 -4 -0.9%
WCBA
225
Weaver C. Barksdale & Associates
Tennessee
$8K +$948 +50 +13%
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9
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