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Brown & Brown

463 hedge funds and large institutions have $9.45B invested in Brown & Brown in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $228K | Put options by funds: $171K

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

6% more funds holding

Funds holding: 435463 (+28)

5% more capital invested

Capital invested by funds: $8.98B → $9.45B (+$463M)

0.08% less ownership

Funds ownership: 70.42%70.33% (-0.08%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
8.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
72
Increased
169
Reduced
146
Closed
38
Calls
$228K
Puts
$171K
Net Calls
+$57K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
201
Employees Retirement System of Texas
Texas
$1.83M -$829K -18,000 -32%
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$1.77M
Wellington Management Group
203
Wellington Management Group
Massachusetts
$1.77M +$1.26M +27,379 +276%
VIA
204
Vident Investment Advisory
Georgia
$1.76M +$4.28K +93 +0.3%
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$1.73M -$1.09M -23,642 -39%
ASN
206
Advisory Services Network
Georgia
$1.7M +$16.7K +362 +1%
PP
207
Prudential plc
United Kingdom
$1.65M +$16.7K +362 +1%
Prudential Financial
208
Prudential Financial
New Jersey
$1.64M -$1.1K -24 -0.1%
Canada Pension Plan Investment Board
209
Canada Pension Plan Investment Board
Ontario, Canada
$1.6M +$1.56M +33,857 New
BA
210
Bridgewater Associates
Connecticut
$1.6M +$1.55M +33,737 New
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$1.59M -$88.4K -1,921 -5%
VWA
212
V Wealth Advisors
Kansas
$1.59M +$1.54M +33,523 New
BFPW
213
BOK Financial Private Wealth
Colorado
$1.55M -$66.4K -1,442 -4%
SA
214
SRN Advisors
Pennsylvania
$1.54M +$1.54M +33,355 New
AB
215
Amalgamated Bank
New York
$1.53M +$4.33K +94 +0.3%
Aberdeen Group
216
Aberdeen Group
United Kingdom
$1.53M +$10.2K +222 +0.7%
HCA
217
Hyperion Capital Advisors
New York
$1.52M
HC
218
Henshaw Capital
Massachusetts
$1.44M
US Bancorp
219
US Bancorp
Minnesota
$1.43M +$15.9K +346 +1%
KFA
220
Kelleher Financial Advisors
New York
$1.42M
SI
221
Stephens Inc
Arkansas
$1.41M +$57.5K +1,249 +4%
DCP
222
Distillate Capital Partners
Illinois
$1.38M +$1.37M +29,842 New
Bessemer Group
223
Bessemer Group
New Jersey
$1.37M +$58.6K +1,274 +5%
SC
224
Sepio Capital
Utah
$1.37M +$200K +4,335 +18%
National Pension Service
225
National Pension Service
South Korea
$1.34M +$423K +9,200 +48%