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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 %
Ameriprise
76
Ameriprise
Minnesota
$24.6M -$3.85M -26,247 -14%
DLA
77
Douglas Lane & Associates
New York
$24.4M -$3.44M -23,437 -12%
CS
78
Credit Suisse
Switzerland
$24.1M -$692K -4,720 -3%
Principal Financial Group
79
Principal Financial Group
Iowa
$23.5M +$59.1K +403 +0.3%
PI
80
PineBridge Investments
New York
$23.2M +$3.28M +22,376 +16%
CAM
81
Congress Asset Management
Massachusetts
$23.1M +$602K +4,110 +3%
Citigroup
82
Citigroup
New York
$21M +$7.05M +48,071 +51%
GCM
83
Geneva Capital Management
Wisconsin
$20.7M -$252K -1,720 -1%
DP
84
Dearborn Partners
Illinois
$20.6M +$133K +905 +0.6%
Public Employees Retirement Association of Colorado
85
Public Employees Retirement Association of Colorado
Colorado
$19.6M +$17.7M +120,595 +906%
UBS Group
86
UBS Group
Switzerland
$19.5M -$3.69M -25,145 -16%
MFWM
87
Motley Fool Wealth Management
Virginia
$19.1M +$1.17M +8,013 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
88
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18.7M -$5.9M -40,269 -24%
RMC
89
Resources Management Corp
Connecticut
$18.2M +$17.9M +137,402 +5,872%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$18.1M -$22.7K -155 -0.1%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$18M -$846K -5,770 -4%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$17.6M +$17.6M +119,829 New
ACM
93
Alta Capital Management
Utah
$17.5M -$705K -4,811 -4%
Canada Life
94
Canada Life
Manitoba, Canada
$17.1M +$146K +995 +0.9%
BST
95
Bath Savings Trust
Maine
$16.2M +$388K +2,648 +2%
Prudential Financial
96
Prudential Financial
New Jersey
$15.7M -$3.3M -22,549 -17%
WDA
97
Wendell David Associates
New Hampshire
$15.5M +$102K +697 +0.7%
GI
98
Gradient Investments
Minnesota
$15M +$15M +102,097 +1,276,213%
CSIA
99
Carl Stuart Investment Advisor
Texas
$14.8M +$14.8M +199 New
CAC
100
Core Alternative Capital
Georgia
$14.1M -$552K -3,769 -4%