BRO icon

Brown & Brown
BRO

Overview Fund Activity

320 hedge funds and large institutions have $5.96B invested in Brown & Brown in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 117 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
37
Increased
101
Reduced
117
Closed
34
Calls
$5.05M
Puts
–
Net Calls
+$5.05M
Net Calls Change
+$5.05M

Top Buyers

1
NIPH
NN Investment Partners Holdings
Netherlands
+$120M
2
Citadel Advisors
Citadel Advisors
Florida
+$34M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$18M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.97M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$43.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$28.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$25.8M
4
Invesco
Invesco
Georgia
-$22.7M
5
PC
Polar Capital
United Kingdom
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Cacti Asset Management
Georgia
$620K – – –
PTC
202
Private Trust Company
Ohio
$610K +$610K +20,675 New
BWA
203
BDO Wealth Advisors
Florida
$603K – – –
CI
204
CX Institutional
Indiana
$543K +$35.1K +1,189 +7%
SG Americas Securities
205
SG Americas Securities
New York
$525K -$578K -19,574 -52%
Aberdeen Group
206
Aberdeen Group
United Kingdom
$521K +$521K +17,662 New
PP
207
Prudential plc
United Kingdom
$516K – – –
6M
208
6 Meridian
Kansas
$497K +$2.42K +82 +0.5%
SO
209
STRS Ohio
Ohio
$463K -$94.7K -3,211 -17%
M&T Bank
210
M&T Bank
New York
$454K +$8.59K +291 +2%
LIA
211
LS Investment Advisors
Michigan
$440K -$12K -408 -3%
DIM
212
DC Investments Management
Virginia
$431K – – –
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$416K -$71.9K -2,434 -15%
BAM
214
Blueshift Asset Management
New Jersey
$391K +$63.9K +2,163 +20%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$387K -$5.73K -194 -1%
WS
216
Wedbush Securities
California
$383K -$1.74K -59 -0.5%
OI
217
Oakbrook Investments
Illinois
$379K +$5.9K +200 +2%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$371K -$28.9K -978 -7%
HKAM
219
Horizon Kinetics Asset Management
New York
$352K +$352K +11,923 New
MPM
220
Meritage Portfolio Management
Kansas
$350K – – –
VWM
221
Venturi Wealth Management
Texas
$348K -$33.4K -1,121 -9%
WAM
222
World Asset Management
Michigan
$326K -$1.33K -45 -0.4%
MAM
223
Meeder Asset Management
Ohio
$321K -$31.4K -1,064 -9%
GT
224
Glenview Trust
Kentucky
$320K – – –
PHK
225
Point72 Hong Kong
Hong Kong
$312K +$312K +10,578 New
7 8
9
10 11