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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 %
SYBT
576
Stock Yards Bank & Trust
Kentucky
$417K -$85.4K -415 -17%
IFS
577
Ifrah Financial Services
Arkansas
$415K -$1.85K -9 -0.4%
BIA
578
Benchmark Investment Advisors
Illinois
$412K
SPA
579
Shore Point Advisors
New Jersey
$386K
EWM
580
Empirical Wealth Management
Washington
$385K +$17.3K +84 +5%
TA
581
TrueWealth Advisors
Alabama
$379K +$129K +628 +52%
GRP
582
Global Retirement Partners
California
$378K +$21.2K +105 +6%
1WM
583
1858 Wealth Management
Ohio
$378K +$378K +1,835 New
Caisse de Depot et Placement du Quebec (CDPQ)
584
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$376K -$410K -1,993 -52%
NP
585
NorthRock Partners
Minnesota
$375K +$375K +1,818 New
MIM
586
Marco Investment Management
Georgia
$370K
SPA
587
Sherbrooke Park Advisers
New York
$370K -$106K -515 -22%
EBA
588
Eagle Bay Advisors
New York
$368K -$64K -311 -15%
CA
589
Continuum Advisory
Idaho
$366K -$52.3K -254 -12%
AWP
590
Ascent Wealth Partners
New York
$365K +$4.32K +21 +1%
SFA
591
Sequoia Financial Advisors
Ohio
$364K +$364K +1,767 New
CTC
592
Central Trust Company
Missouri
$361K -$54.5K -265 -13%
PCM
593
Penserra Capital Management
California
$361K +$101K +491 +39%
GP
594
Geneva Partners
Wisconsin
$360K +$360K +1,750 New
HI
595
Horizon Investments
North Carolina
$360K -$25.3K -123 -7%
AP
596
Adero Partners
California
$357K +$1.44K +7 +0.4%
CAM
597
Campion Asset Management
Virginia
$357K
BJL
598
Brighton Jones LLC
Washington
$357K +$412 +2 +0.1%
SAM
599
Strategy Asset Managers
California
$354K +$1.23K +6 +0.3%
QI
600
Qtron Investments
Massachusetts
$350K +$350K +1,701 New