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Broadridge

782 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$55.6M +$1.04M +6,266 +2%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$54.4M +$613K +3,679 +1%
Renaissance Technologies
53
Renaissance Technologies
New York
$53.7M +$22.7M +136,300 +73%
DLA
54
Douglas Lane & Associates
New York
$53.3M +$95.8K +575 +0.2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$53.1M +$17.4M +104,273 +49%
LCOV
56
London Company of Virginia
Virginia
$51.6M -$872K -5,230 -2%
Deutsche Bank
57
Deutsche Bank
Germany
$51.3M -$6.96M -41,750 -12%
GKIM
58
GW&K Investment Management
Massachusetts
$50.5M +$319K +1,914 +0.6%
EVM
59
Eaton Vance Management
Massachusetts
$48.9M +$12.9M +77,780 +36%
Goldman Sachs
60
Goldman Sachs
New York
$46.6M -$8M -48,032 -15%
ACM
61
Alta Capital Management
Utah
$46.5M -$44.7M -267,964 -49%
LWCFA
62
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.4M +$3.54M +21,240 +9%
CB
63
Commerce Bank
Missouri
$43.3M -$291K -1,745 -0.7%
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$42.9M +$6.99M +41,925 +19%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$41.6M -$978K -5,773 -2%
RJA
66
Raymond James & Associates
Florida
$41.5M +$181K +1,088 +0.4%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$38.8M +$4.81M +28,846 +14%
HPC
68
HM Payson & Co
Maine
$38.1M +$1.37M +8,232 +4%
Ameriprise
69
Ameriprise
Minnesota
$36.2M -$9.75M -58,503 -21%
ECM
70
Ensemble Capital Management
California
$35.8M -$3.54M -21,232 -9%
PI
71
PGGM Investments
Netherlands
$34.4M
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$34.1M +$755K +4,532 +2%
Loomis, Sayles & Company
73
Loomis, Sayles & Company
Massachusetts
$34M +$946K +5,678 +3%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$34M -$808K -4,846 -2%
LPL Financial
75
LPL Financial
California
$33.8M +$925K +5,551 +3%