BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

151 hedge funds and large institutions have $1.36B invested in Baldwin Insurance Group in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 25 closing their positions.

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
62
Reduced
39
Closed
25
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
-$5.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$125M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$16.8M
3
BlackRock
3
BlackRock
New York
$88.3M
4
TCM
4
Tributary Capital Management
Nebraska
$10.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$13M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.08M
3
DCM
3
Driehaus Capital Management
Illinois
$15.5M
4
N
4
Natixis
France
$0
5
Millennium Management
5
Millennium Management
New York
$2.69M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$128M 5,315,328 -134,335 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$128M 5,303,312 +28,834 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$125M 5,167,494 +2,558,640 +98%
BAMCO Inc
4
BAMCO Inc
New York
$93.7M 3,880,722 +100,000 +3%
BlackRock
5
BlackRock
New York
$88.3M 3,658,232 +489,099 +15%
CIP
6
Champlain Investment Partners
Vermont
$83.3M 3,450,980 +259,815 +8%
Invesco
7
Invesco
Georgia
$48.9M 2,024,061 +48,584 +2%
ACB
8
Aristotle Capital Boston
Massachusetts
$36.6M 1,515,288 +219,567 +17%
GPC
9
Guardian Point Capital
Virginia
$30.2M 1,250,000 -10,000 -0.8%
VM
10
Venator Management
Pennsylvania
$30.1M 1,247,441 -14,684 -1%
EA
11
Emerald Advisers
Pennsylvania
$27.4M 1,135,660 -49,036 -4%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$26.4M 1,091,767 -5,546 -0.5%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.2M 1,086,689 – –
State Street
14
State Street
Massachusetts
$25.3M 1,048,282 +94,765 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$24.3M 1,005,556 +89,450 +10%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$23.8M 985,725 -8,919 -0.9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.8M 902,375 -19,915 -2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$19.2M 793,010 -68,571 -8%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$19M 786,037 +46,515 +6%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$18.5M 765,429 +423,629 +124%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$16.8M 693,988 +682,140 +5,757%
PCM
22
Peregrine Capital Management
Minnesota
$16.1M 666,292 -6,974 -1%
DCM
23
Driehaus Capital Management
Illinois
$15.5M 640,628 -316,322 -33%
DC
24
Davenport & Co
Virginia
$15.4M 636,924 +75,600 +13%
CIM
25
Confluence Investment Management
Missouri
$13.5M 559,206 -34,645 -6%
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