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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
BlackRock
1
BlackRock
New York
$1.07B +$192M +5,106,971 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B +$15.7M +417,616 +2%
Wells Fargo
3
Wells Fargo
California
$473M -$2.62M -69,703 -0.6%
Select Equity Group
4
Select Equity Group
New York
$431M +$38.7M +1,029,286 +10%
State Street
5
State Street
Massachusetts
$423M +$68.2M +1,815,178 +20%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$389M -$7.4M -197,062 -2%
Principal Financial Group
7
Principal Financial Group
Iowa
$384M -$384K -10,235 -0.1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$237M +$3.5M +93,269 +2%
NIPH
9
NN Investment Partners Holdings
Netherlands
$184M +$26.1M +695,953 +18%
CCP
10
Clarkston Capital Partners
Michigan
$154M +$1.77M +47,021 +1%
APG Asset Management
11
APG Asset Management
Netherlands
$130M +$21.3M +568,000 +18%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$119M +$1.18M +31,435 +1%
FAM
13
Fenimore Asset Management
New York
$117M +$249K +6,620 +0.2%
Victory Capital Management
14
Victory Capital Management
Texas
$113M -$7.53M -200,481 -7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$112M +$6.57M +174,936 +7%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$92.1M +$4.5M +119,840 +5%
Norges Bank
17
Norges Bank
Norway
$91.2M +$433K +11,526 +0.5%
Northern Trust
18
Northern Trust
Illinois
$85.5M +$13M +347,334 +19%
Invesco
19
Invesco
Georgia
$79.2M +$3.82M +101,802 +5%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$78.3M +$50.3M +1,339,531 +208%
Renaissance Technologies
21
Renaissance Technologies
New York
$73.5M -$29.3M -780,643 -30%
MAM
22
Madison Asset Management
Wisconsin
$73.2M +$69.6M +1,852,857 New
Legal & General Group
23
Legal & General Group
United Kingdom
$70.5M +$19.1M +507,272 +40%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$68.5M -$3.65M -97,087 -5%
Federated Hermes
25
Federated Hermes
Pennsylvania
$66.6M +$612K +16,282 +1%