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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 %
KRSITF
451
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$862K -$2.26K -11 -0.3%
NB
452
Norinchukin Bank
Japan
$861K -$98.1K -477 -10%
MFG
453
Merit Financial Group
Georgia
$852K +$250K +1,214 +41%
AFG
454
ABLE Financial Group
Arizona
$850K -$71.8K -349 -8%
TFA
455
Teamwork Financial Advisors
Texas
$841K +$13K +63 +2%
TW
456
TrinityPoint Wealth
Connecticut
$841K +$411 +2 +0%
QCM
457
QRG Capital Management
Illinois
$835K +$196K +954 +31%
JFG
458
Jefferies Financial Group
New York
$829K -$541K -2,630 -40%
BFO
459
Biltmore Family Office
North Carolina
$826K
ECAM
460
East Coast Asset Management
Massachusetts
$826K
BO
461
Bank OZK
Arkansas
$823K
EF
462
Empirical Finance
Pennsylvania
$820K +$8.02K +39 +1%
MYAM
463
Meiji Yasuda Asset Management
Japan
$817K -$181K -880 -18%
SF
464
Summit Financial
New Jersey
$815K -$34.9K -169 -4%
VIM
465
Vinva Investment Management
Australia
$805K +$805K +3,910 New
LNC
466
Lincoln National Corp
Pennsylvania
$789K +$161K +781 +26%
ACM
467
Aquatic Capital Management
Illinois
$782K +$782K +3,800 New
SP
468
Symmetry Partners
Connecticut
$770K -$25.5K -124 -3%
NMIMC
469
Northwestern Mutual Investment Management Company
Wisconsin
$766K -$1.03K -5 -0.1%
LCWP
470
Legacy Capital Wealth Partners
Arkansas
$762K -$8.44K -41 -1%
CMA
471
Cedar Mountain Advisors
Oregon
$755K +$617 +3 +0.1%
EAM
472
Eukles Asset Management
Ohio
$749K -$4.32K -21 -0.6%
QCG
473
Quadrant Capital Group
Ohio
$744K -$18.3K -89 -2%
IEFM
474
IQ EQ Fund Management
Ireland
$740K -$28K -136 -4%
AI
475
Accredited Investors
Minnesota
$735K