BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

136 hedge funds and large institutions have $1.74B invested in Baldwin Insurance Group in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
136
Holders Change
+18
Holders Change %
+15.25%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
28
Increased
57
Reduced
31
Closed
10
Calls
$1.83M
Puts
$809K
Net Calls
+$1.02M
Net Calls Change
+$1.39M

Top Buyers

1
Invesco
1
Invesco
Georgia
$65M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$37.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$162M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$168M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$33.1M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.79M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$6.62M
4
DC
4
Davenport & Co
Virginia
$18M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
26
ClearBridge Investments
New York
$17.8M -$1.58M -47,573 -8%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$17.8M -$399K -12,000 -2%
IM
28
Islet Management
New York
$16.6M +$16.6M +500,000 New
KCM
29
Kornitzer Capital Management
Kansas
$16.2M +$1.76M +52,860 +12%
Northern Trust
30
Northern Trust
Illinois
$16M -$150K -4,499 -0.9%
Charles Schwab
31
Charles Schwab
California
$11.6M +$883K +26,512 +8%
American Century Companies
32
American Century Companies
Missouri
$11.5M -$525K -15,767 -4%
KCM
33
Kennedy Capital Management
Missouri
$11.3M +$126K +3,785 +1%
PFMOSF
34
Philadelphia Financial Management of San Francisco
California
$10.3M +$5.42M +162,846 +111%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.79M -$6.37M -191,434 -39%
TAM
36
Toscafund Asset Management
United Kingdom
$8.88M +$1.83M +55,032 +26%
ACH
37
ArrowMark Colorado Holdings
Colorado
$8.82M +$5.6M +168,226 +174%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8M +$8M +240,211 New
AII
39
AGF Investments Inc
Ontario, Canada
$7.99M +$1.33M +40,000 +20%
SEI Investments
40
SEI Investments
Pennsylvania
$7.84M +$814K +24,439 +12%
Millennium Management
41
Millennium Management
New York
$7.73M +$1.94M +58,414 +34%
OCA
42
Otter Creek Advisors
Florida
$7.67M +$2.02M +60,630 +36%
Franklin Resources
43
Franklin Resources
California
$7.66M -$461K -13,852 -6%
GCM
44
Ghisallo Capital Management
Massachusetts
$6.92M +$6.92M +208,000 New
Calamos Advisors
45
Calamos Advisors
Illinois
$6.77M +$5.5M +165,326 +436%
GGHC
46
Gilder Gagnon Howe & Co
New York
$6.62M -$4.9M -147,237 -43%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$6.56M +$6.56M +197,000 New
Bank of America
48
Bank of America
North Carolina
$6.23M +$1.71M +51,403 +38%
RA
49
Royce & Associates
New York
$6.04M +$4.84M +145,300 +404%
Citadel Advisors
50
Citadel Advisors
Florida
$5.88M +$299K +8,970 +5%
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