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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M 5,034,622 +1,011,966 +25%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$162M 4,870,999 +1,132,217 +30%
BAMCO Inc
3
BAMCO Inc
New York
$129M 3,888,113 +120,106 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$120M 3,609,605 +1,348,284 +60%
BlackRock
5
BlackRock
New York
$99.2M 2,980,667 -30,782 -1%
CIP
6
Champlain Investment Partners
Vermont
$80.3M 2,411,900 +441,995 +22%
Invesco
7
Invesco
Georgia
$65M 1,952,595 +1,934,628 +10,768%
Goldman Sachs
8
Goldman Sachs
New York
$47.6M 1,429,513 +402,878 +39%
VM
9
Venator Management
Pennsylvania
$42.4M 1,273,970 +11,625 +0.9%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$41.7M 1,251,156 -18,136 -1%
GPC
11
Guardian Point Capital
Virginia
$41.6M 1,250,000 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$38.2M 1,145,961 +37,869 +3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$37.8M 1,136,635 +1,136,635 New
EA
14
Emerald Advisers
Pennsylvania
$36.9M 1,107,969 +1,501 +0.1%
ACB
15
Aristotle Capital Boston
Massachusetts
$34.7M 1,043,251 +56,454 +6%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$33.1M 992,960 -211,672 -18%
DCM
17
Driehaus Capital Management
Illinois
$32.8M 985,414 +483,751 +96%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$30.3M 910,543 -94,740 -9%
State Street
19
State Street
Massachusetts
$28.7M 862,509 +25,369 +3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$27.9M 838,009 +34,234 +4%
CIM
21
Confluence Investment Management
Missouri
$24.9M 747,490 -45,041 -6%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$24M 720,030 -1,000 -0.1%
PCM
23
Peregrine Capital Management
Minnesota
$19.3M 580,143 -78,261 -12%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$18.1M 544,250 -13,205 -2%
DC
25
Davenport & Co
Virginia
$18M 541,096 -120,704 -18%
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