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Broadridge

749 hedge funds and large institutions have $12.2B invested in Broadridge in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 257 increasing their positions, 214 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+61
Holders Change %
+8.87%
% of All Funds
14.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
128
Increased
257
Reduced
214
Closed
55
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.08M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
Ninety One (UK)
76
Ninety One (UK)
United Kingdom
$26.1M +$1.66M +13,456 +7%
SVC
77
Strycker View Capital
New York
$25.9M +$1.24M +10,000 +5%
HCM
78
Hilton Capital Management
New York
$25.7M +$672K +5,437 +3%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$25.6M +$1.81M +14,686 +8%
Truist Financial
80
Truist Financial
North Carolina
$25.4M +$4.71M +38,132 +23%
SM
81
Sunriver Management
Connecticut
$24.9M +$24.9M +201,570 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$24.4M -$4.31M -34,906 -15%
Franklin Resources
83
Franklin Resources
California
$24.2M +$15.5M +125,515 +179%
MGIM
84
M&G Investment Management
United Kingdom
$24.1M +$24.1M +194,252 New
A
85
AustralianSuper
Australia
$23.9M +$4.78M +38,693 +25%
National Pension Service
86
National Pension Service
South Korea
$22.9M +$1.51M +12,184 +7%
N
87
Natixis
France
$22.6M +$20.8M +169,447 +1,160%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$22.6M +$861K +6,966 +4%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$21.6M +$279K +2,256 +1%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$21.4M +$8.29M +67,100 +63%
CWM
91
CIBC World Markets
New York
$21.2M +$17.8M +144,239 +521%
SW
92
SVB Wealth
Massachusetts
$21.2M +$131K +1,059 +0.6%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$21.2M -$924K -7,478 -4%
KLWA
94
Kelly Lawrence W & Associates
California
$20.8M -$206K -1,665 -1%
Federated Hermes
95
Federated Hermes
Pennsylvania
$20.8M +$312K +2,522 +2%
MFWM
96
Motley Fool Wealth Management
Virginia
$19.9M -$219K -1,776 -1%
Canada Life
97
Canada Life
Manitoba, Canada
$19.7M +$578K +4,714 +3%
Fidelity International
98
Fidelity International
Bermuda
$19.5M +$8.61M +69,668 +79%
Loomis, Sayles & Company
99
Loomis, Sayles & Company
Massachusetts
$19.5M -$1.51M -12,250 -7%
FTIOP
100
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.4M +$1.68M +13,586 +9%