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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 %
IMRF
351
Illinois Municipal Retirement Fund
Illinois
$1.14M
TFP
352
Tilia Fiduciary Partners
North Carolina
$1.13M +$36.8K +251 +3%
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$1.13M +$14.7K +100 +1%
Rafferty Asset Management
354
Rafferty Asset Management
New York
$1.13M -$1.69M -11,515 -60%
BAM
355
Boyar Asset Management
New York
$1.12M -$14.5K -99 -1%
ACG
356
Allen Capital Group
Nebraska
$1.12M +$1.12M +7,635 New
MHC
357
Meyer Handelman Company
New York
$1.12M -$55K -375 -5%
EAMA
358
EFG Asset Management (Americas)
Florida
$1.11M +$42.2K +288 +4%
EMG
359
ETF Managers Group
New Jersey
$1.11M +$436K +2,974 +64%
AWM
360
AE Wealth Management
Kansas
$1.11M +$39.4K +269 +4%
KAS
361
Kestra Advisory Services
Texas
$1.11M -$835K -5,700 -43%
OA
362
Oxbow Advisors
Texas
$1.1M -$25.6K -175 -2%
WF
363
Welch & Forbes
Massachusetts
$1.09M -$14.7K -100 -1%
SAM
364
Sompo Asset Management
Japan
$1.09M +$86.5K +590 +9%
Nordea Investment Management
365
Nordea Investment Management
Sweden
$1.09M +$43.8K +298 +4%
NB
366
Norinchukin Bank
Japan
$1.09M +$35.9K +245 +3%
FP
367
Fiduciary Planning
Florida
$1.08M -$6.3K -43 -0.6%
OAM
368
Ostrum Asset Management
France
$1.06M +$1.06M +7,219 New
PP
369
Pegasus Partners
Wisconsin
$1.06M +$9.67K +66 +0.9%
API
370
Advisor Partners II
California
$1.06M +$35.2K +240 +3%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$20.7K +141 +2%
MC
372
Montag & Caldwell
Georgia
$1.01M -$11.6K -79 -1%
VAS
373
Vestmark Advisory Solutions
Massachusetts
$1.01M +$189K +1,286 +23%
WC
374
Waterloo Capital
Texas
$1.01M +$1.01M +6,872 New
DAC
375
Dividend Assets Capital
South Carolina
$1.01M