BR icon

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 %
LCOV
51
London Company of Virginia
Virginia
$45.5M +$4.86M +33,132 +12%
RJA
52
Raymond James & Associates
Florida
$44.6M +$1.13M +7,698 +3%
GKIM
53
GW&K Investment Management
Massachusetts
$44.2M +$431K +2,943 +1%
FAM
54
Fenimore Asset Management
New York
$43.8M +$656K +4,474 +2%
Luther King Capital Management (LKCM)
55
Luther King Capital Management (LKCM)
Texas
$43.3M +$497K +3,391 +1%
EARNEST Partners
56
EARNEST Partners
Georgia
$42.6M +$1.36M +9,247 +3%
LWCFA
57
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.5M +$3.61M +24,653 +10%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$40.8M +$6.42M +43,808 +19%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$40.1M -$2.98M -20,351 -7%
BTW
60
Boston Trust Walden
Massachusetts
$38.5M +$1.21M +8,285 +3%
Nuveen Asset Management
61
Nuveen Asset Management
Illinois
$38.1M -$263K -1,793 -0.7%
Deutsche Bank
62
Deutsche Bank
Germany
$37.7M -$638K -4,355 -2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$36.2M +$587K +4,006 +2%
BNP Paribas Asset Management
64
BNP Paribas Asset Management
France
$35.7M -$6.43M -43,881 -15%
LPL Financial
65
LPL Financial
California
$34.8M +$1.31M +8,906 +4%
Select Equity Group
66
Select Equity Group
New York
$34.4M +$34.4M +234,581 New
IIM
67
INTECH Investment Management
Florida
$34.3M -$14.9M -101,610 -30%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$32.4M -$2.85M -19,412 -8%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$29.9M -$104M -711,180 -78%
National Pension Service
70
National Pension Service
South Korea
$29.2M +$803K +5,533 +3%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$28.6M -$235K -1,604 -0.8%
SW
72
SVB Wealth
Massachusetts
$28.4M -$1.94M -13,202 -6%
CCM
73
Copeland Capital Management
Pennsylvania
$26M +$4.79M +32,686 +23%
BMSSC
74
B. Metzler seel. Sohn & Co
Germany
$25.9M +$175K +1,195 +0.7%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$25.5M -$483K -3,294 -2%