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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 %
RFC
326
Regions Financial Corp
Alabama
$1.87M -$43.9K -245 -2%
WA1
327
Wimmer Associates 1
California
$1.86M +$39.2K +219 +2%
GWANC
328
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.86M +$42.8K +238 +2%
SFCL
329
Strengthening Families & Communities LLC
Massachusetts
$1.85M +$84K +469 +5%
LIM
330
Leavell Investment Management
Alabama
$1.83M -$8.99K -50 -0.5%
PA
331
Pinnacle Associates
New York
$1.83M +$29.7K +166 +2%
IIM
332
INTECH Investment Management
Florida
$1.81M -$4.05M -22,623 -69%
QCM
333
Quantinno Capital Management
New York
$1.8M +$1.8M +10,029 New
CS
334
Candriam SCA
Luxembourg
$1.79M -$458K -2,560 -20%
NIC
335
Northwest Investment Counselors
Oregon
$1.72M -$5.37K -30 -0.3%
GCM
336
Graham Capital Management
Connecticut
$1.72M +$1.72M +9,579 New
KRS
337
Kentucky Retirement Systems
Kentucky
$1.69M -$13.3K -74 -0.8%
Rafferty Asset Management
338
Rafferty Asset Management
New York
$1.68M +$154K +858 +10%
O
339
Ossiam
France
$1.67M +$243K +1,356 +17%
LA
340
Legacy Advisors
Pennsylvania
$1.66M +$214K +1,188 +15%
OPERF
341
Oregon Public Employees Retirement Fund
Oregon
$1.63M -$5.73K -32 -0.4%
DILIC
342
Dai-ichi Life Insurance Company
Japan
$1.62M -$1.26M -7,056 -44%
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$1.62M
PI
344
PGGM Investments
Netherlands
$1.62M
TFP
345
Tilia Fiduciary Partners
North Carolina
$1.6M +$84.7K +473 +6%
CP
346
CenterBook Partners
Connecticut
$1.59M +$32.1K +179 +2%
SAM
347
Silvercrest Asset Management
New York
$1.59M -$125K -700 -7%
PAS
348
Park Avenue Securities
New York
$1.54M +$1.54M +8,599 New
MHC
349
Meyer Handelman Company
New York
$1.54M
Neuberger Berman Group
350
Neuberger Berman Group
New York
$1.54M +$7.16K +40 +0.5%