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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 %
M&T Bank
251
M&T Bank
New York
$2.6M +$2.05K +14 +0.1%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$2.57M +$79.3K +541 +3%
LRIC
253
Long Road Investment Counsel
Michigan
$2.56M
CS
254
Candriam SCA
Luxembourg
$2.54M +$591K +4,381 +30%
SEM
255
Suncoast Equity Management
Florida
$2.53M +$139K +945 +6%
National Bank of Canada
256
National Bank of Canada
Quebec, Canada
$2.51M +$692K +4,732 +38%
YCM
257
Yousif Capital Management
Michigan
$2.51M -$69.5K -474 -3%
SWM
258
Sugarloaf Wealth Management
Georgia
$2.49M +$54.7K +373 +2%
MOACM
259
Mutual of America Capital Management
New York
$2.47M +$4.98K +34 +0.2%
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$2.44M +$205K +1,401 +9%
GIA
261
Gateway Investment Advisers
Ohio
$2.43M -$8.94K -61 -0.4%
SOADOR
262
State of Alaska Department of Revenue
Alaska
$2.38M -$36.9K -252 -2%
Allianz Asset Management
263
Allianz Asset Management
Germany
$2.32M -$45.6K -311 -2%
ASN
264
Advisory Services Network
Georgia
$2.32M +$48.1K +328 +2%
GIBU
265
Gulf International Bank (UK)
United Kingdom
$2.26M -$562K -3,833 -20%
AQR Capital Management
266
AQR Capital Management
Connecticut
$2.21M -$263K -1,794 -11%
CGPCS
267
Capital Group Private Client Services
California
$2.21M +$2.21M +15,095 New
SCA
268
Snowden Capital Advisors
New York
$2.21M -$861K -5,871 -28%
FNT
269
First National Trust
Pennsylvania
$2.21M -$29.3K -200 -1%
BFEC
270
Benjamin F. Edwards & Company
Missouri
$2.2M +$80.5K +549 +4%
AIM
271
Achmea Investment Management
Netherlands
$2.17M -$1.09M -7,461 -33%
ECM
272
ExodusPoint Capital Management
New York
$2.16M +$2.16M +14,763 New
HSA
273
HBK Sorce Advisory
Pennsylvania
$2.16M -$2.29M -15,657 -52%
JPMPWA
274
J.P. Morgan Private Wealth Advisors
California
$2.16M +$171K +1,169 +9%
FIM
275
Fruth Investment Management
Texas
$2.14M -$165K -1,128 -7%