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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 %
EI
401
Ethic Inc
New York
$808K +$279K +1,901 +53%
Cerity Partners
402
Cerity Partners
New York
$803K -$51.4K -351 -6%
NGA
403
Naples Global Advisors
Florida
$801K +$64.1K +435 +9%
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$799K -$29.3K -200 -4%
BPA
405
Beacon Pointe Advisors
California
$789K +$106K +720 +15%
CFA
406
CWS Financial Advisors
Michigan
$788K -$70.5K -481 -8%
PAG
407
Private Advisor Group
New Jersey
$776K +$98.2K +670 +14%
Axa
408
Axa
France
$773K -$4.97M -33,893 -87%
MLICM
409
Metropolitan Life Insurance Company (MetLife)
New York
$771K -$206K -1,408 -21%
PP
410
Prudential plc
United Kingdom
$748K -$331K -2,258 -31%
EOJOAM
411
E. Ohman J:or Asset Management
Sweden
$748K
Bessemer Group
412
Bessemer Group
New Jersey
$746K -$11.4K -78 -2%
MC
413
Machina Capital
France
$738K +$86.3K +589 +13%
JIC
414
Johnson Investment Counsel
Ohio
$727K -$56.4K -385 -7%
Wealthfront Advisers
415
Wealthfront Advisers
California
$717K +$59.2K +404 +9%
UB
416
UMB Bank
Missouri
$706K -$2.49K -17 -0.4%
RJT
417
Raymond James Trust
Florida
$689K +$19.9K +136 +3%
HKAM
418
Horizon Kinetics Asset Management
New York
$669K
GWM
419
Guardian Wealth Management
Illinois
$666K -$25.4K -173 -4%
NW
420
NewEdge Wealth
Pennsylvania
$665K +$199K +1,361 +43%
BCV
421
Banque Cantonale Vaudoise
Switzerland
$664K
KFA
422
Kelleher Financial Advisors
New York
$660K
Aviva
423
Aviva
United Kingdom
$659K -$1.66M -11,346 -72%
TCA
424
Transcend Capital Advisors
New Jersey
$655K +$655K +4,467 New
GT
425
Glenmede Trust
Pennsylvania
$653K +$12.6K +86 +2%