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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$4.16M +$509K +2,471 +14%
SNB
252
Security National Bank
Nebraska
$4.15M -$119K -576 -3%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$4.14M -$581K -2,825 -12%
BMCM
254
Bryn Mawr Capital Management
Pennsylvania
$4.13M +$101K +490 +3%
M&T Bank
255
M&T Bank
New York
$4.06M -$27K -131 -0.7%
BC
256
Burney Company
Virginia
$4.05M -$4.12K -20 -0.1%
Handelsbanken Fonder
257
Handelsbanken Fonder
Sweden
$4.04M -$6.99M -33,959 -63%
TC
258
TownSquare Capital
Utah
$4.03M +$1.24K +6 +0%
PP
259
Prudential plc
United Kingdom
$3.97M +$2.72M +13,229 +218%
TRCT
260
Tower Research Capital (TRC)
New York
$3.96M +$2.45M +11,916 +162%
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$3.95M -$5.92M -28,788 -60%
GAM
262
Griffin Asset Management
New York
$3.95M +$53.1K +258 +1%
SEI Investments
263
SEI Investments
Pennsylvania
$3.88M +$220K +1,069 +6%
DPAM
264
Degroof Petercam Asset Management
Belgium
$3.87M +$3.87M +18,800 New
TAF
265
Tredje AP-fonden
Sweden
$3.85M -$159K -772 -4%
American Century Companies
266
American Century Companies
Missouri
$3.82M +$505K +2,456 +15%
NYLIM
267
New York Life Investment Management
New York
$3.79M +$10.7K +52 +0.3%
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$3.77M +$3.77M +18,220 New
IB
269
Intrust Bank
Kansas
$3.73M -$44.9K -218 -1%
GAM
270
Garrison Asset Management
Arkansas
$3.71M -$34.8K -169 -0.9%
PAM
271
Panagora Asset Management
Massachusetts
$3.55M -$67.3K -327 -2%
AI
272
AdvisorShares Investments
Maryland
$3.48M -$503K -2,446 -13%
LRIC
273
Long Road Investment Counsel
Michigan
$3.46M -$102K -500 -3%
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$3.44M -$420K -2,043 -11%
BCI
275
Brinker Capital Investments
Pennsylvania
$3.42M -$399K -1,993 -10%