BR icon

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 %
Legal & General Group
26
Legal & General Group
United Kingdom
$145M -$6.56M -36,637 -4%
CIM
27
Confluence Investment Management
Missouri
$140M -$3.31M -18,478 -2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$137M +$4.07M +22,742 +3%
Invesco
29
Invesco
Georgia
$134M -$4.14M -23,133 -3%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$131M -$2.33M -13,007 -2%
UBS AM
31
UBS AM
Illinois
$125M +$11.3M +63,058 +10%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$123M +$68.4M +381,882 +125%
Bank of America
33
Bank of America
North Carolina
$121M -$7.95M -44,408 -6%
Charles Schwab
34
Charles Schwab
California
$112M +$1.83M +10,202 +2%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$110M -$26M -145,076 -19%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$108M -$2.85M -15,896 -3%
AllianceBernstein
37
AllianceBernstein
Tennessee
$87.9M -$618K -3,451 -0.7%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$85M -$11M -61,551 -11%
First Trust Advisors
39
First Trust Advisors
Illinois
$78.8M -$2.75M -15,338 -3%
RG
40
Rathbones Group
United Kingdom
$78.8M +$72.3K +404 +0.1%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$73.4M -$920K -5,140 -1%
RJA
42
Raymond James & Associates
Florida
$71.8M -$533K -2,979 -0.7%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$70.3M +$8.32M +46,460 +13%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$70.1M -$1.7M -9,508 -2%
BFM
45
Boston Financial Management
Massachusetts
$70.1M -$120K -668 -0.2%
Goldman Sachs
46
Goldman Sachs
New York
$69M +$21.1M +117,692 +44%
Swiss National Bank
47
Swiss National Bank
Switzerland
$67.9M -$8.15M -45,500 -11%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$67.3M +$511K +2,907 +0.8%
SIC
49
Schwartz Investment Counsel
Michigan
$67M
ACA
50
Anchor Capital Advisors
Massachusetts
$62.8M -$3.84M -21,457 -6%