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Brown & Brown

375 hedge funds and large institutions have $8.05B invested in Brown & Brown in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

28% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 54

15% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $7.19B → $8.05B (+$852M)

1.51% more ownership

Funds ownership: 71.01%72.52% (+1.5%)

0% more funds holding

Funds holding: 375375 (0)

Holders
375
Holders Change
Holders Change %
0%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
69
Increased
133
Reduced
116
Closed
54
Calls
$521K
Puts
Net Calls
+$521K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
201
Squarepoint
New York
$1.05M -$9.91M -263,949 -91%
AG
202
Advisor Group
Arizona
$1.04M -$40.4K -1,076 -4%
CGH
203
Crossmark Global Holdings
Texas
$1.03M +$751 +20 +0.1%
VRS
204
Virginia Retirement Systems
Virginia
$1.03M -$1.33M -35,500 -58%
NAM
205
Nissay Asset Management
Japan
$1.02M +$970K +25,833 New
AG
206
AlphaSimPlex Group
Massachusetts
$1.02M -$200K -5,328 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
207
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$991K +$943K +25,100 New
B
208
BP
United Kingdom
$987K
ACI
209
AMP Capital Investors
Australia
$972K +$38.5K +1,024 +4%
SG Americas Securities
210
SG Americas Securities
New York
$965K +$466K +12,396 +103%
SAM
211
Securian Asset Management
Minnesota
$948K -$82.5K -2,196 -8%
HA
212
Harbor Advisors
Florida
$948K
OFS
213
Orrstown Financial Services
Pennsylvania
$938K -$40K -1,065 -4%
FHB
214
First Hawaiian Bank
Hawaii
$931K -$22.9K -609 -3%
AIL
215
AGF Investments LLC
Ontario, Canada
$894K +$388K +10,336 +84%
OI
216
Oakbrook Investments
Illinois
$888K +$92K +2,450 +12%
SPIA
217
Steward Partners Investment Advisory
New York
$875K +$6.87K +183 +0.8%
GC
218
Guggenheim Capital
Illinois
$845K +$115K +3,066 +17%
CAM
219
Cacti Asset Management
Georgia
$825K
PP
220
Prudential plc
United Kingdom
$801K +$9.09K +242 +1%
RCA
221
Resonant Capital Advisors
Wisconsin
$800K +$762K +20,276 New
PTC
222
Private Trust Company
Ohio
$793K
LIA
223
LS Investment Advisors
Michigan
$770K +$206K +5,497 +39%
CL
224
CIM LLC
New York
$763K +$725K +19,314 New
CIC
225
Crawford Investment Counsel
Georgia
$759K -$142K -3,770 -16%