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Broadridge

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
Allianz Asset Management
326
Allianz Asset Management
Germany
$2.05M -$4.39M -24,016 -68%
LF
327
Lantz Financial
Illinois
$2.05M +$20.3K +111 +1%
AIM
328
Achmea Investment Management
Netherlands
$2.01M -$1.07M -5,860 -35%
RFC
329
Regions Financial Corp
Alabama
$1.99M +$1.99M +10,898 New
Mariner
330
Mariner
Kansas
$1.98M +$1.98M +10,834 New
MML Investors Services
331
MML Investors Services
Massachusetts
$1.96M +$1.06M +5,784 +118%
WA1
332
Wimmer Associates 1
California
$1.95M
TRCT
333
Tower Research Capital (TRC)
New York
$1.95M +$29.2K +160 +2%
ZIG
334
Zurich Insurance Group
Switzerland
$1.94M
ESCM
335
Echo Street Capital Management
New York
$1.93M +$1.1M +6,036 +133%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$1.93M -$59.4K -325 -3%
ACM
337
AlphaCrest Capital Management
New York
$1.83M -$590K -3,229 -24%
KAS
338
Kestra Advisory Services
Texas
$1.83M +$19.6K +107 +1%
NB
339
Norinchukin Bank
Japan
$1.82M -$5.85K -32 -0.3%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$1.78M -$4.57K -25 -0.3%
WBC
341
Westpac Banking Corp
Australia
$1.78M +$14.6K +80 +0.8%
SIA
342
Schechter Investment Advisors
Michigan
$1.75M +$1.75M +9,576 New
SAM
343
Securian Asset Management
Minnesota
$1.75M -$36.6K -200 -2%
O
344
Ossiam
France
$1.73M +$914 +5 +0.1%
SAM
345
Silvercrest Asset Management
New York
$1.73M -$13.3K -73 -0.8%
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$1.72M -$2.52M -13,760 -59%
Pacer Advisors
347
Pacer Advisors
Pennsylvania
$1.72M -$1.92M -10,509 -53%
DAC
348
Dividend Assets Capital
South Carolina
$1.72M +$308K +1,685 +22%
NIC
349
Northwest Investment Counselors
Oregon
$1.72M
SEM
350
Suncoast Equity Management
Florida
$1.71M +$57.6K +315 +3%