BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

132 hedge funds and large institutions have $1.2B invested in Baldwin Insurance Group in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 56 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+33
Holders Change %
+33.33%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
43
Increased
56
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M
2
VM
2
Venator Management
Pennsylvania
$23.3M
3
BlackRock
3
BlackRock
New York
$86.2M
4
GPC
4
Guardian Point Capital
Virginia
$36.9M
5
Millennium Management
5
Millennium Management
New York
$20M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$49.8M
2
Franklin Resources
2
Franklin Resources
California
$4.26M
3
ACB
3
Aristotle Capital Boston
Massachusetts
$30M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$16.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M 3,955,181 +903,848 +30%
BAMCO Inc
2
BAMCO Inc
New York
$108M 3,590,279 +465,272 +15%
BlackRock
3
BlackRock
New York
$86.2M 2,876,717 +711,004 +33%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$72.2M 2,410,577 +551,726 +30%
Vanguard Group
5
Vanguard Group
Pennsylvania
$65.6M 2,188,403 +592,034 +37%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$49.8M 1,661,481 -199,687 -11%
EA
7
Emerald Advisers
Pennsylvania
$42M 1,399,733 +176,659 +14%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$39.4M 1,315,296 +151,821 +13%
Goldman Sachs
9
Goldman Sachs
New York
$37.4M 1,247,604 +305,434 +32%
GPC
10
Guardian Point Capital
Virginia
$36.9M 1,230,000 +680,000 +124%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$35M 1,166,385 +456,692 +64%
DCM
12
Driehaus Capital Management
Illinois
$31.7M 1,056,719 +150,247 +17%
ACB
13
Aristotle Capital Boston
Massachusetts
$30M 1,002,214 -64,789 -6%
CIM
14
Confluence Investment Management
Missouri
$24.4M 813,771 +522,704 +180%
VM
15
Venator Management
Pennsylvania
$23.3M 775,915 +775,915 New
State Street
16
State Street
Massachusetts
$21.5M 718,869 +213,115 +42%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$20.6M 687,093 +307,281 +81%
Millennium Management
18
Millennium Management
New York
$20M 668,957 +624,199 +1,395%
American Century Companies
19
American Century Companies
Missouri
$20M 668,312 +105,531 +19%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$18.8M 628,130 +149,556 +31%
ClearBridge Investments
21
ClearBridge Investments
New York
$18.4M 614,150 -54,308 -8%
CIM
22
Chiron Investment Management
New York
$18M 600,000 +600,000 New
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$16.1M 535,900 -64,100 -11%
PCM
24
Peregrine Capital Management
Minnesota
$15.8M 526,565 -47,876 -8%
Northern Trust
25
Northern Trust
Illinois
$14.7M 489,639 +91,820 +23%
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