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Broadridge

917 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 851917 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
917
Holders Change
+66
Holders Change %
+7.76%
% of All Funds
13.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$75.6M -$4.68M -25,356 -6%
ECM
52
Ensemble Capital Management
California
$70.9M +$2.19M +11,886 +4%
Norges Bank
53
Norges Bank
Norway
$67.6M +$36.9M +199,981 +156%
ACA
54
Anchor Capital Advisors
Massachusetts
$66.6M -$5.04M -27,330 -8%
Deutsche Bank
55
Deutsche Bank
Germany
$66M +$2.05M +11,106 +4%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$62.5M +$43.9M +238,119 +364%
FAM
57
Fenimore Asset Management
New York
$61.3M -$267K -1,446 -0.5%
EARNEST Partners
58
EARNEST Partners
Georgia
$59.5M +$102K +552 +0.2%
Luther King Capital Management (LKCM)
59
Luther King Capital Management (LKCM)
Texas
$58.6M -$799K -4,332 -1%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$58.6M +$519K +2,815 +1%
LWCFA
61
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58.1M -$2.26M -12,269 -4%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$50.9M -$309K -1,673 -0.7%
GKIM
63
GW&K Investment Management
Massachusetts
$49.3M -$1M -5,437 -2%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$49M -$493K -2,673 -1%
LPL Financial
65
LPL Financial
California
$48.9M +$182K +989 +0.4%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$48.5M -$32.2M -174,297 -43%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$47.8M -$2.57M -13,918 -6%
LCOV
68
London Company of Virginia
Virginia
$47.5M -$13.2M -71,563 -24%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$45.6M +$6.06M +32,856 +17%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$39.9M +$929K +5,033 +3%
CS
71
Credit Suisse
Switzerland
$39.3M +$1M +5,430 +3%
MIS
72
Morningstar Investment Services
Illinois
$39.1M +$17.1M +92,763 +96%
UBS Group
73
UBS Group
Switzerland
$38.4M +$2.61M +14,147 +8%
CCM
74
Copeland Capital Management
Pennsylvania
$38.1M -$1.68M -9,106 -5%
National Pension Service
75
National Pension Service
South Korea
$37.1M