BR icon

Broadridge

847 hedge funds and large institutions have $18.8B invested in Broadridge in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 288 increasing their positions, 323 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+36
Holders Change %
+4.44%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
288
Reduced
323
Closed
38
Calls
$24.7M
Puts
$18.1M
Net Calls
+$6.59M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
251
AdvisorShares Investments
Maryland
$3.47M +$201K +1,120 +6%
BCI
252
Brinker Capital Investments
Pennsylvania
$3.42M -$269K -1,502 -7%
OPS
253
Orion Portfolio Solutions
Nebraska
$3.42M -$269K -1,502 -7%
Holocene Advisors
254
Holocene Advisors
New York
$3.41M -$5.83M -32,583 -63%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$3.39M +$258K +1,439 +8%
GAM
256
Griffin Asset Management
New York
$3.39M -$79.5K -444 -2%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$3.36M -$194K -1,085 -5%
AI
258
Atria Investments
North Carolina
$3.34M +$145K +811 +5%
AQR Capital Management
259
AQR Capital Management
Connecticut
$3.31M -$723K -4,036 -18%
NYLIM
260
New York Life Investment Management
New York
$3.29M -$16.1K -90 -0.5%
IB
261
Intrust Bank
Kansas
$3.29M -$253K -1,415 -7%
GAM
262
Garrison Asset Management
Arkansas
$3.26M -$36.3K -203 -1%
AIM
263
Achmea Investment Management
Netherlands
$3.22M -$65.4K -365 -2%
EI
264
Ethic Inc
New York
$3.19M +$364K +2,031 +13%
SEI Investments
265
SEI Investments
Pennsylvania
$3.19M +$33.1K +185 +1%
NA
266
NewEdge Advisors
Louisiana
$3.17M +$1.29M +7,203 +69%
PAM
267
Panagora Asset Management
Massachusetts
$3.15M -$833K -4,650 -21%
LRIC
268
Long Road Investment Counsel
Michigan
$3.12M
CIBC Asset Management
269
CIBC Asset Management
Ontario, Canada
$3.09M -$14.3K -80 -0.5%
LOAME
270
Lombard Odier Asset Management (Europe)
United Kingdom
$3.04M -$1.97M -11,000 -39%
Schroder Investment Management Group
271
Schroder Investment Management Group
United Kingdom
$3.03M -$549K -3,065 -15%
YCM
272
Yousif Capital Management
Michigan
$3.01M -$97.8K -546 -3%
ASN
273
Advisory Services Network
Georgia
$2.98M -$107K -596 -3%
MOACM
274
Mutual of America Capital Management
New York
$2.96M -$79K -441 -3%
GIA
275
Gateway Investment Advisers
Ohio
$2.95M -$8.77K -49 -0.3%