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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 %
YIH
351
Y-Intercept (HK)
Hong Kong
$1.52M +$595K +3,325 +64%
KIC
352
Kensington Investment Counsel
California
$1.51M +$314K +1,751 +26%
SAM
353
Securian Asset Management
Minnesota
$1.51M -$219K -1,224 -13%
MCM
354
MAI Capital Management
Ohio
$1.5M +$74.8K +418 +5%
PFO
355
Pathstone Family Office
New Jersey
$1.5M +$711K +3,934 +91%
LA
356
LBP AM
France
$1.49M +$236K +1,317 +19%
VanEck Associates
357
VanEck Associates
New York
$1.46M -$124K -693 -8%
Cetera Investment Advisers
358
Cetera Investment Advisers
Illinois
$1.46M +$136K +758 +10%
CAM
359
Cresset Asset Management
Illinois
$1.45M +$950K +5,282 +190%
DTL
360
Dynamic Technology Lab
Singapore
$1.45M +$1.45M +8,069 New
LF
361
Lee Financial
Texas
$1.44M -$376K -2,100 -21%
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$1.44M -$36.5K -204 -2%
SL
363
Sentry LLC
Tennessee
$1.42M
FNA
364
First National Advisers
Nebraska
$1.42M +$1.03M +5,777 +267%
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$1.42M +$1.42M +7,923 New
BCM
366
Buckhead Capital Management
Georgia
$1.4M -$611K -3,410 -30%
BPA
367
Beacon Pointe Advisors
California
$1.39M +$560K +3,125 +67%
IMRF
368
Illinois Municipal Retirement Fund
Illinois
$1.39M
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$22.9K +128 +2%
SFG
370
SNS Financial Group
Minnesota
$1.38M -$240K -1,336 -15%
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$1.37M +$575K +3,211 +73%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$1.36M +$30.4K +170 +2%
API
373
Advisor Partners II
California
$1.36M -$21.8K -122 -2%
WF
374
Welch & Forbes
Massachusetts
$1.34M -$179 -1 -0%
AWM
375
AE Wealth Management
Kansas
$1.33M +$23.3K +130 +2%