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Brown & Brown

261 hedge funds and large institutions have $4.23B invested in Brown & Brown in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 83 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.37% less ownership

Funds ownership: 145.86%144.49% (-1.4%)

4% less funds holding

Funds holding: 271261 (-10)

8% less capital invested

Capital invested by funds: $4.59B → $4.23B (-$359M)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
261
Holders Change
-10
Holders Change %
-3.69%
% of All Funds
6.5%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
30
Increased
109
Reduced
83
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$449M +$32.3M +1,491,824 +7%
BlackRock
2
BlackRock
New York
$396M +$404M +18,662,874 +5,822%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$296M +$8.69M +401,794 +3%
State Street
4
State Street
Massachusetts
$238M -$10.1M -467,576 -4%
Wells Fargo
5
Wells Fargo
California
$221M +$1.59M +73,694 +0.7%
FPP
6
Findlay Park Partners
United Kingdom
$174M
Principal Financial Group
7
Principal Financial Group
Iowa
$161M -$588K -27,172 -0.4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$132M +$6.48M +299,626 +5%
CCP
9
Clarkston Capital Partners
Michigan
$96.9M -$648K -29,948 -0.6%
American Century Companies
10
American Century Companies
Missouri
$95.5M -$10.3M -478,102 -9%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$90.7M -$3.49M -161,516 -4%
VNIM
12
Vaughan Nelson Investment Management
Texas
$80.4M -$10.2M -470,700 -11%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$79.4M -$96.3M -4,452,912 -54%
Select Equity Group
14
Select Equity Group
New York
$68M +$9.91M +458,288 +16%
Victory Capital Management
15
Victory Capital Management
Texas
$66.4M +$8.53M +394,144 +14%
FAM
16
Fenimore Asset Management
New York
$60.4M -$13.4M -621,082 -18%
Citadel Advisors
17
Citadel Advisors
Florida
$59M -$11.5M -529,482 -16%
BAM
18
Burgundy Asset Management
Ontario, Canada
$58.5M -$6.82M -315,180 -10%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$57.1M +$59.2M +2,737,172 New
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$56.2M -$3.54M -163,440 -6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$54.8M +$2.44M +112,652 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$49.1M -$2.39M -110,340 -4%
VBA
23
Van Berkom & Associates
Quebec, Canada
$46.1M +$252K +11,660 +0.5%
Renaissance Technologies
24
Renaissance Technologies
New York
$45.3M +$44.9M +2,073,400 +2,090%
HIM
25
Hermes Investment Management
United Kingdom
$44.9M +$580K +26,826 +1%