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Broadridge

786 hedge funds and large institutions have $15.4B invested in Broadridge in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 294 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
87
Increased
294
Reduced
252
Closed
69
Calls
$6.37M
Puts
$7.94M
Net Calls
-$1.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
226
Brown Capital Management
Maryland
$3.21M -$16.7K -114 -0.5%
Skandinaviska Enskilda Banken (SEB)
227
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.2M +$19.9K +136 +0.6%
BCI
228
Brinker Capital Investments
Pennsylvania
$3.11M +$213K +1,450 +7%
OPS
229
Orion Portfolio Solutions
Nebraska
$3.11M +$2.81M +19,188 +931%
SNB
230
Security National Bank
Nebraska
$3.07M -$452K -3,083 -13%
HT
231
HighTower Trust
Texas
$3.07M +$124K +906 +4%
URS
232
Utah Retirement Systems
Utah
$3.03M
Canada Pension Plan Investment Board
233
Canada Pension Plan Investment Board
Ontario, Canada
$3.03M +$794K +5,418 +35%
Citadel Advisors
234
Citadel Advisors
Florida
$3.01M -$64.5M -440,075 -96%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.94M -$111K -757 -4%
TC
236
TownSquare Capital
Utah
$2.93M +$188K +1,283 +7%
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.92M +$9.38K +64 +0.3%
IB
238
Intrust Bank
Kansas
$2.91M -$136K -930 -4%
GAM
239
Griffin Asset Management
New York
$2.89M +$41.8K +285 +1%
BC
240
Burney Company
Virginia
$2.88M -$3.66K -25 -0.1%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$2.86M +$101K +688 +4%
BMCM
242
Bryn Mawr Capital Management
Pennsylvania
$2.75M +$1.28M +8,751 +87%
HighTower Advisors
243
HighTower Advisors
Illinois
$2.75M +$344K +2,351 +14%
NYLIM
244
New York Life Investment Management
New York
$2.72M -$82.5K -563 -3%
Creative Planning
245
Creative Planning
Kansas
$2.7M +$86.6K +591 +3%
GAM
246
Garrison Asset Management
Arkansas
$2.69M -$19.8K -135 -0.7%
UIM
247
USS Investment Management
United Kingdom
$2.69M
Mariner
248
Mariner
Kansas
$2.69M +$154K +1,053 +6%
AI
249
Atria Investments
North Carolina
$2.64M +$1.3M +8,841 +97%
State of Tennessee, Department of Treasury
250
State of Tennessee, Department of Treasury
Tennessee
$2.63M -$12.8M -87,274 -83%