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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 %
NAM
301
Nissay Asset Management
Japan
$2.27M +$83.3K +465 +4%
WT
302
Whittier Trust
California
$2.26M +$2.33K +13 +0.1%
SIA
303
Schechter Investment Advisors
Michigan
$2.26M -$139K -779 -6%
Public Sector Pension Investment Board (PSP Investments)
304
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.26M +$247K +1,377 +12%
BFG
305
Bleakley Financial Group
New Jersey
$2.17M +$307K +1,715 +16%
SS
306
Simplicity Solutions
Minnesota
$2.17M +$331K +1,846 +18%
Twin Tree Management
307
Twin Tree Management
Texas
$2.1M +$2.1M +11,747 New
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$2.08M +$12.4K +69 +0.6%
CCM
309
Coldstream Capital Management
Washington
$2.07M -$11.8K -66 -0.6%
DIA
310
Dean Investment Associates
Ohio
$2.03M +$194K +1,084 +11%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$2.02M +$271K +1,512 +15%
BBVA
312
Banco Bilbao Vizcaya Argentaria
Spain
$2.02M -$30.8K -172 -2%
MAA
313
Mraz Amerine & Associates
California
$2M -$34.7K -194 -2%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$1.99M +$641K +3,530 +48%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$1.98M +$19K +106 +1%
SFI
316
Siemens Fonds Invest
Germany
$1.96M -$264K -1,474 -12%
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$1.96M +$271K +1,512 +16%
APWM
318
Atlas Private Wealth Management
New York
$1.95M +$78.6K +439 +4%
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$1.95M -$138K -770 -7%
LF
320
Lantz Financial
Illinois
$1.94M -$58.4K -326 -3%
GIBU
321
Gulf International Bank (UK)
United Kingdom
$1.93M -$164K -916 -8%
BCIM
322
British Columbia Investment Management
British Columbia, Canada
$1.92M +$20.2K +113 +1%
RC
323
Roundview Capital
New Jersey
$1.89M +$31.2K +174 +2%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$1.89M
KNW
325
Kesler Norman & Wride
Utah
$1.89M -$160K -892 -8%