BR icon

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
276
Buckhead Capital Management
Georgia
$2.14M +$408K +2,785 +24%
OAM
277
Occidental Asset Management
California
$2.11M +$102K +696 +5%
SWP
278
Stratos Wealth Partners
Ohio
$2.09M +$178K +1,216 +9%
PGAM
279
Princeton Global Asset Management
New Jersey
$2.05M +$170K +1,157 +9%
CP
280
CenterBook Partners
Connecticut
$2.04M +$236K +1,611 +13%
Daiwa Securities Group
281
Daiwa Securities Group
Japan
$2.04M +$127K +866 +7%
CNB
282
Czech National Bank
Czech Republic
$2.03M +$14.7K +100 +0.7%
AI
283
AdvisorShares Investments
Maryland
$2.02M +$616K +4,200 +44%
CG
284
Cynosure Group
Utah
$2.02M -$717K -4,890 -26%
OAM
285
Oppenheimer Asset Management
New York
$1.99M +$24.5K +167 +1%
SPIA
286
Steward Partners Investment Advisory
New York
$1.97M +$57.9K +395 +3%
SIA
287
Schechter Investment Advisors
Michigan
$1.93M -$53.9K -368 -3%
Teacher Retirement System of Texas
288
Teacher Retirement System of Texas
Texas
$1.92M -$317K -2,160 -14%
RMSCM
289
R.M. Sincerbeaux Capital Management
New York
$1.89M
SWS
290
SYSTM Wealth Solutions
Illinois
$1.89M -$2.47M -16,824 -57%
American Century Companies
291
American Century Companies
Missouri
$1.89M +$186K +1,269 +11%
WT
292
Whittier Trust
California
$1.86M -$95.7K -653 -5%
SFI
293
Siemens Fonds Invest
Germany
$1.85M -$2.05K -14 -0.1%
NAM
294
Nissay Asset Management
Japan
$1.83M -$20.9M -142,476 -92%
PI
295
PGGM Investments
Netherlands
$1.83M -$54.7K -373 -3%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$1.79M +$389K +2,654 +28%
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$1.76M +$18.6K +127 +1%
CCM
298
Coldstream Capital Management
Washington
$1.72M +$1.47K +10 +0.1%
ZB
299
Zions Bancorporation
Utah
$1.7M +$645K +4,399 +61%
SLWA
300
San Luis Wealth Advisors
California
$1.69M -$437K -2,983 -21%