BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

99 hedge funds and large institutions have $716M invested in Baldwin Insurance Group in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
38
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$53.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$76M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$9.46M
4
ACB
4
Aristotle Capital Boston
Massachusetts
$26.6M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.54M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$323K
2
WHG
2
Westwood Holdings Group
Texas
$1.52M
3
PWAM
3
Park West Asset Management
California
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$46.4M
5
American Century Companies
5
American Century Companies
Missouri
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$77.8M 3,125,007 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$76M 3,051,333 +442,614 +17%
BlackRock
3
BlackRock
New York
$53.9M 2,165,713 +751,783 +53%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$46.4M 1,861,168 -289,845 -13%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$46.3M 1,858,851 +93,978 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$39.8M 1,596,369 +128,802 +9%
EA
7
Emerald Advisers
Pennsylvania
$30.5M 1,223,074 -9,780 -0.8%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$29M 1,163,475 +42,996 +4%
ACB
9
Aristotle Capital Boston
Massachusetts
$26.6M 1,067,003 +213,331 +25%
Goldman Sachs
10
Goldman Sachs
New York
$23.5M 942,170 -26,378 -3%
DCM
11
Driehaus Capital Management
Illinois
$22.6M 906,472 +69,145 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$17.7M 709,693 +50,614 +8%
ClearBridge Investments
13
ClearBridge Investments
New York
$16.7M 668,458 -71,543 -10%
State of Wisconsin Investment Board
14
State of Wisconsin Investment Board
Wisconsin
$14.9M 600,000 – –
PCM
15
Peregrine Capital Management
Minnesota
$14.3M 574,441 -210,874 -27%
American Century Companies
16
American Century Companies
Missouri
$14M 562,781 -277,792 -33%
GPC
17
Guardian Point Capital
Virginia
$13.7M 550,000 +50,000 +10%
State Street
18
State Street
Massachusetts
$12.6M 505,754 +185,759 +58%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$11.9M 478,574 +105,244 +28%
GGHC
20
Gilder Gagnon Howe & Co
New York
$10.7M 430,912 +6,528 +2%
Northern Trust
21
Northern Trust
Illinois
$9.91M 397,819 +119,101 +43%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$9.46M 379,812 +352,122 +1,272%
CIM
23
Confluence Investment Management
Missouri
$7.25M 291,067 -98,128 -25%
EAM
24
Eagle Asset Management
Florida
$7.1M 280,779 -83,603 -23%
SEI Investments
25
SEI Investments
Pennsylvania
$5.85M 235,023 +50,721 +28%
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