BWIN

Baldwin Insurance Group
BWIN

Overview Fund Activity

149 hedge funds and large institutions have $1.48B invested in Baldwin Insurance Group in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
16
Increased
48
Reduced
56
Closed
16
Calls
$787K
Puts
$2.69M
Net Calls
-$1.9M
Net Calls Change
-$1.93M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$36.8M
2
American Century Companies
2
American Century Companies
Missouri
$12.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$36M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$141M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$18.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$4M
3
GPC
3
Guardian Point Capital
Virginia
$23.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$11M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M 5,394,672 +91,360 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M 5,352,308 +184,814 +4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$139M 5,279,685 +5,279,685 New
BAMCO Inc
4
BAMCO Inc
New York
$102M 3,881,222 +500 +0%
BlackRock
5
BlackRock
New York
$98.2M 3,725,517 +67,285 +2%
CIP
6
Champlain Investment Partners
Vermont
$90.4M 3,432,025 -18,955 -0.5%
Invesco
7
Invesco
Georgia
$55.5M 2,104,569 +80,508 +4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$36.8M 1,394,900 +700,912 +101%
ACB
9
Aristotle Capital Boston
Massachusetts
$36.6M 1,388,256 -127,032 -8%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$36M 1,365,470 +273,703 +25%
VM
11
Venator Management
Pennsylvania
$32.5M 1,233,241 -14,200 -1%
EA
12
Emerald Advisers
Pennsylvania
$29.9M 1,136,554 +894 +0.1%
State Street
13
State Street
Massachusetts
$29.1M 1,103,980 +55,698 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.6M 1,085,170 +79,614 +8%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.4M 1,003,128 -83,561 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.9M 907,369 +4,994 +0.6%
GPC
17
Guardian Point Capital
Virginia
$23.7M 900,000 -350,000 -28%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$20.7M 786,618 -6,392 -0.8%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$20.7M 783,849 -2,188 -0.3%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$19.1M 724,671 -261,054 -26%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$18.3M 694,730 +169,600 +32%
PCM
22
Peregrine Capital Management
Minnesota
$16.7M 633,525 -32,767 -5%
DCM
23
Driehaus Capital Management
Illinois
$16.5M 626,833 -13,795 -2%
DC
24
Davenport & Co
Virginia
$16.1M 611,374 -25,550 -4%
Northern Trust
25
Northern Trust
Illinois
$14.2M 538,345 +9,064 +2%
1
2 3 4 5