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Broadridge

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$4.45M +$246K +1,344 +6%
TC
227
TownSquare Capital
Utah
$4.45M +$366K +2,001 +9%
IB
228
Intrust Bank
Kansas
$4.44M -$106K -580 -2%
PCM
229
Parsons Capital Management
Rhode Island
$4.43M -$90.5K -495 -2%
Nomura Asset Management
230
Nomura Asset Management
Japan
$4.38M -$12.6K -69 -0.3%
YCM
231
Yousif Capital Management
Michigan
$4.31M +$4.31M +23,570 New
FHB
232
First Hawaiian Bank
Hawaii
$4.24M +$508K +2,777 +14%
CA
233
Capitolis Advisors
New York
$4.19M +$4.19M +22,912 New
SNB
234
Security National Bank
Nebraska
$4.18M -$122K -670 -3%
GLA
235
Great Lakes Advisors
Illinois
$4.17M +$347K +1,901 +9%
Teacher Retirement System of Texas
236
Teacher Retirement System of Texas
Texas
$4.16M +$770K +4,209 +23%
AMM
237
American Money Management
California
$4.15M -$49.2K -269 -1%
JPMPWA
238
J.P. Morgan Private Wealth Advisors
California
$4.08M +$503K +2,751 +14%
CG
239
Cynosure Group
Utah
$3.99M -$293K -1,603 -7%
BCM
240
Brown Capital Management
Maryland
$3.98M +$285K +1,559 +8%
GAM
241
Griffin Asset Management
New York
$3.95M -$143K -784 -3%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$3.95M +$151K +825 +4%
FIM
243
Fruth Investment Management
Texas
$3.94M -$122K -670 -3%
DnB Asset Management
244
DnB Asset Management
Norway
$3.92M -$339K -1,856 -8%
URS
245
Utah Retirement Systems
Utah
$3.84M +$18.3K +100 +0.5%
Skandinaviska Enskilda Banken (SEB)
246
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.81M -$4.76K -26 -0.1%
SAM
247
Shell Asset Management
Netherlands
$3.81M -$2.16M -11,792 -36%
Handelsbanken Fonder
248
Handelsbanken Fonder
Sweden
$3.74M -$1.2M -6,539 -24%
HT
249
HighTower Trust
Texas
$3.72M +$2.19K +12 +0.1%
AAM
250
Aureus Asset Management
Massachusetts
$3.71M +$481K +2,630 +15%