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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
426
Montag & Caldwell
Georgia
$1.03M -$3.09K -15 -0.3%
1832 Asset Management
427
1832 Asset Management
Ontario, Canada
$1.03M +$93.4K +454 +10%
NS
428
NBC Securities
Alabama
$1.03M -$27.6K -134 -3%
PFS
429
Prospera Financial Services
Texas
$1.03M +$11.1K +54 +1%
O
430
Ossiam
France
$1.01M -$906K -4,402 -47%
CFA
431
CWS Financial Advisors
Michigan
$1.01M -$77.8K -378 -7%
MLICM
432
Metropolitan Life Insurance Company (MetLife)
New York
$985K -$20.2K -98 -2%
OAM
433
Ostrum Asset Management
France
$978K +$438K +2,131 +81%
BAMF
434
BI Asset Management Fondsmaeglerselskab
Denmark
$961K +$53.9K +262 +6%
FT
435
Fiduciary Trust
Massachusetts
$950K +$202K +980 +27%
NW
436
NewEdge Wealth
Pennsylvania
$929K -$32.7K -159 -3%
EOJOAM
437
E. Ohman J:or Asset Management
Sweden
$926K -$226K -1,100 -20%
KFA
438
Kelleher Financial Advisors
New York
$926K
IIM
439
INTECH Investment Management
Florida
$920K -$1.16M -5,660 -56%
SSA
440
Schonfeld Strategic Advisors
New York
$914K +$914K +4,443 New
CFGS
441
Concourse Financial Group Securities
Alabama
$912K -$10.5K -51 -1%
HAG
442
HighPoint Advisor Group
Illinois
$903K +$903K +4,463 New
TCM
443
Tributary Capital Management
Nebraska
$900K +$14K +68 +2%
VAS
444
Vestmark Advisory Solutions
Massachusetts
$898K -$17.5K -85 -2%
DIP
445
DT Investment Partners
Pennsylvania
$893K
UH
446
Unigestion Holding
Switzerland
$892K +$357K +1,737 +67%
PAG
447
Private Advisor Group
New Jersey
$890K +$44.6K +217 +5%
APF
448
Alaska Permanent Fund
Alaska
$885K
GT
449
Glenmede Trust
Pennsylvania
$885K -$145K -703 -14%
GWM
450
Guardian Wealth Management
Illinois
$876K -$4.94K -24 -0.6%