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Brown & Brown

269 hedge funds and large institutions have $4.87B invested in Brown & Brown in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $4.38B → $4.87B (+$489M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 95

0% more funds holding

Funds holding: 268269 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.42% less ownership

Funds ownership: 144.94%144.52% (-0.42%)

Holders
269
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
6.71%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
32
Increased
98
Reduced
95
Closed
29
Calls
$3.35M
Puts
Net Calls
+$3.35M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$551M +$9.73M +433,788 +2%
BlackRock
2
BlackRock
New York
$464M -$3.29M -146,762 -0.8%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$350M +$5.85M +260,556 +2%
Wells Fargo
4
Wells Fargo
California
$280M +$5.87M +261,664 +2%
State Street
5
State Street
Massachusetts
$270M -$9.18M -409,180 -4%
Principal Financial Group
6
Principal Financial Group
Iowa
$186M -$1.06M -47,064 -0.6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$183M +$12.4M +552,286 +8%
Victory Capital Management
8
Victory Capital Management
Texas
$161M +$56.3M +2,507,076 +60%
FPP
9
Findlay Park Partners
United Kingdom
$158M
CCP
10
Clarkston Capital Partners
Michigan
$123M +$5.89M +262,392 +5%
Select Equity Group
11
Select Equity Group
New York
$119M -$60.7M -2,704,508 -35%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$98.1M +$1.75M +77,972 +2%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$84.8M -$7.37M -328,548 -9%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$72.9M +$4.76M +212,154 +8%
BAM
15
Burgundy Asset Management
Ontario, Canada
$70.1M +$2.67M +118,918 +4%
Renaissance Technologies
16
Renaissance Technologies
New York
$69.4M +$480K +21,400 +0.7%
FAM
17
Fenimore Asset Management
New York
$69.4M -$121K -5,400 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$64.6M +$1.05M +46,978 +2%
American Century Companies
19
American Century Companies
Missouri
$63.6M -$18.6M -829,976 -24%
VNIM
20
Vaughan Nelson Investment Management
Texas
$62.3M -$27M -1,201,850 -32%
VBA
21
Van Berkom & Associates
Quebec, Canada
$53.3M -$157K -6,980 -0.3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$52.8M -$1.35M -59,994 -3%
Invesco
23
Invesco
Georgia
$50.9M +$12.2M +544,710 +35%
Goldman Sachs
24
Goldman Sachs
New York
$49.6M +$8.08M +360,280 +21%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$46.4M +$2.51M +111,982 +6%