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Broadridge

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.11M +$20.5K +104 +0.4%
CII
227
Capital International Inc
California
$5.1M +$452K +2,294 +10%
X
228
Xponance
Pennsylvania
$5.09M +$208K +1,054 +4%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$5.04M -$508K -2,579 -9%
AB
230
Amalgamated Bank
New York
$4.98M -$24.6K -125 -0.5%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$4.97M -$359K -1,823 -7%
DnB Asset Management
232
DnB Asset Management
Norway
$4.91M +$353K +1,791 +8%
BCM
233
Brown Capital Management
Maryland
$4.9M -$58.1K -295 -1%
Mariner
234
Mariner
Kansas
$4.86M +$375K +1,906 +8%
AWM
235
Axxcess Wealth Management
California
$4.86M +$302K +1,533 +7%
SEM
236
Suncoast Equity Management
Florida
$4.84M +$298K +1,514 +7%
Swedbank
237
Swedbank
Sweden
$4.81M +$49.6K +252 +1%
American Century Companies
238
American Century Companies
Missouri
$4.77M +$233K +1,184 +5%
BCM
239
Brasada Capital Management
Texas
$4.77M -$6.31K -31 -0.1%
Skandinaviska Enskilda Banken (SEB)
240
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.75M +$59.1K +300 +1%
SEI Investments
241
SEI Investments
Pennsylvania
$4.75M +$880K +4,465 +23%
TC
242
TownSquare Capital
Utah
$4.67M +$373K +1,893 +9%
UIM
243
USS Investment Management
United Kingdom
$4.65M +$125K +633 +3%
EI
244
Ethic Inc
New York
$4.62M +$118K +598 +3%
IFAM
245
Institutional & Family Asset Management
Colorado
$4.56M -$119K -606 -3%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$4.54M +$72.1K +366 +2%
HPIA
247
Hamilton Point Investment Advisors
North Carolina
$4.53M +$78.9K +399 +2%
IAA
248
Independent Advisor Alliance
North Carolina
$4.5M -$1.14M -5,803 -20%
Mirae Asset Global ETFs Holdings
249
Mirae Asset Global ETFs Holdings
Hong Kong
$4.49M +$4.49M +22,786 New
Creative Planning
250
Creative Planning
Kansas
$4.48M -$11.2K -57 -0.3%