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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 %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$123M +$602K +4,105 +0.5%
CIM
27
Confluence Investment Management
Missouri
$120M +$33.1K +226 +0%
Invesco
28
Invesco
Georgia
$114M -$20M -136,512 -15%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$112M -$5.66M -38,624 -5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$109M +$805K +5,495 +0.7%
Kayne Anderson Rudnick Investment Management
31
Kayne Anderson Rudnick Investment Management
California
$106M +$6.81M +46,460 +7%
UBS AM
32
UBS AM
Illinois
$93.2M +$1.45M +9,924 +2%
Ninety One (UK)
33
Ninety One (UK)
United Kingdom
$90.4M +$1.52M +10,396 +2%
Charles Schwab
34
Charles Schwab
California
$90.3M +$957K +6,529 +1%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$75.3M +$1.4M +9,581 +2%
First Trust Advisors
36
First Trust Advisors
Illinois
$73.9M -$22M -150,186 -23%
AllianceBernstein
37
AllianceBernstein
Tennessee
$72.4M -$2.58M -17,583 -3%
Swiss National Bank
38
Swiss National Bank
Switzerland
$68.4M -$1.44M -9,800 -2%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$67.9M -$3.07M -20,950 -4%
RG
40
Rathbones Group
United Kingdom
$63.5M -$231K -1,574 -0.4%
Amundi
41
Amundi
France
$58.7M +$12M +84,889 +26%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$58.6M +$4.18M +28,517 +8%
BFM
43
Boston Financial Management
Massachusetts
$57.4M +$333K +2,270 +0.6%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$57.3M -$21.3M -145,503 -27%
ACA
45
Anchor Capital Advisors
Massachusetts
$56.2M -$906K -6,182 -2%
Goldman Sachs
46
Goldman Sachs
New York
$56.1M -$2.15M -14,640 -4%
SIC
47
Schwartz Investment Counsel
Michigan
$54.9M +$14.2M +97,000 +35%
Millennium Management
48
Millennium Management
New York
$54.1M +$52.2M +355,822 +2,729%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$53.8M +$13.2M +89,939 +32%
ECM
50
Ensemble Capital Management
California
$52.1M +$1.33M +9,102 +3%