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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 %
Squarepoint
301
Squarepoint
New York
$1.67M -$2.38M -16,230 -59%
MAA
302
Mraz Amerine & Associates
California
$1.67M -$13.2K -90 -0.8%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$1.65M +$17.7K +121 +1%
LF
304
Lantz Financial
Illinois
$1.65M
RFC
305
Regions Financial Corp
Alabama
$1.64M +$31.7K +216 +2%
NA
306
NewEdge Advisors
Louisiana
$1.63M +$758K +5,172 +87%
KNW
307
Kesler Norman & Wride
Utah
$1.62M +$195K +1,331 +14%
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$1.62M -$264K -1,798 -14%
BBVA
309
Banco Bilbao Vizcaya Argentaria
Spain
$1.61M +$138K +940 +9%
GC
310
Guggenheim Capital
Illinois
$1.59M -$144K -982 -8%
Bank of Nova Scotia
311
Bank of Nova Scotia
Ontario, Canada
$1.57M -$129K -879 -8%
WA1
312
Wimmer Associates 1
California
$1.57M -$91.7K -594 -6%
ZIG
313
Zurich Insurance Group
Switzerland
$1.55M
TRSOTSOK
314
Teachers Retirement System of the State of Kentucky
Kentucky
$1.55M
DIA
315
Dean Investment Associates
Ohio
$1.54M -$28.3K -193 -2%
CC
316
Cipher Capital
New York
$1.54M +$1.54M +10,499 New
RC
317
Roundview Capital
New Jersey
$1.53M +$22.1K +151 +1%
BCIM
318
British Columbia Investment Management
British Columbia, Canada
$1.53M
CAN
319
Cetera Advisor Networks
California
$1.51M +$103K +701 +7%
LIM
320
Leavell Investment Management
Alabama
$1.51M -$147K -1,000 -9%
CANY
321
Caxton Associates (New York)
New York
$1.5M +$698K +4,760 +87%
LF
322
Lee Financial
Texas
$1.49M -$224K -1,526 -13%
HIMCH
323
Hartford Investment Management Co (HIMCO)
Connecticut
$1.46M +$212K +1,449 +17%
Swedbank
324
Swedbank
Sweden
$1.45M
GAM
325
Gotham Asset Management
New York
$1.45M -$1.01M -6,910 -41%