We are live on ! Find out more
BRO icon

Brown & Brown

515 hedge funds and large institutions have $11.3B invested in Brown & Brown in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 162 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 469515 (+46)

6% more capital invested

Capital invested by funds: $10.7B → $11.3B (+$671M)

1.22% more ownership

Funds ownership: 71.58%72.8% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 162

76% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $6.94M

Holders
515
Holders Change
+46
Holders Change %
+9.81%
% of All Funds
9.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
83
Increased
173
Reduced
162
Closed
31
Calls
$1.68M
Puts
$6.94M
Net Calls
-$5.25M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
201
Mutual of America Capital Management
New York
$2.3M -$9.76M -175,146 -81%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$2.27M -$180K -3,226 -7%
Bank of Nova Scotia
203
Bank of Nova Scotia
Ontario, Canada
$2.27M -$4.91M -88,134 -68%
OQS
204
Occudo Quantitative Strategies
Florida
$2.26M +$2.27M +40,703 New
FMC
205
First Merchants Corp
Indiana
$2.19M -$44.6K -801 -2%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.19M +$2.2M +39,420 New
CM
207
Crestline Management
Texas
$2.16M -$4.32M -77,553 -67%
ERSOT
208
Employees Retirement System of Texas
Texas
$2.14M
N
209
Natixis
France
$2.13M -$24.3M -436,585 -92%
SI
210
Stephens Inc
Arkansas
$2.08M +$47.2K +847 +2%
Calamos Advisors
211
Calamos Advisors
Illinois
$2.07M +$2.08M +37,253 New
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$2.06M +$168K +3,010 +9%
ASN
213
Advisory Services Network
Georgia
$2.03M +$12.6K +226 +0.6%
TPSF
214
Texas Permanent School Fund
Texas
$2M -$7.7M -138,224 -79%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$1.99M -$24.4K -438 -1%
HighTower Advisors
216
HighTower Advisors
Illinois
$1.99M +$10.9K +196 +0.5%
MSL
217
Mackay Shields LLC
New York
$1.99M +$2M +35,863 New
VWA
218
V Wealth Advisors
Kansas
$1.9M +$36K +646 +2%
DnB Asset Management
219
DnB Asset Management
Norway
$1.82M +$130K +2,325 +8%
US Bancorp
220
US Bancorp
Minnesota
$1.82M +$90K +1,615 +5%
BFM
221
Boothbay Fund Management
New York
$1.8M +$1.81M +32,501 New
AIM
222
Aigen Investment Management
New York
$1.8M +$1.81M +32,420 New
BFPW
223
BOK Financial Private Wealth
Colorado
$1.78M -$22.2K -399 -1%
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$1.78M -$40.7K -730 -2%
HCA
225
Hyperion Capital Advisors
New York
$1.77M