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Broadridge

847 hedge funds and large institutions have $18.8B invested in Broadridge in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 288 increasing their positions, 323 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+36
Holders Change %
+4.44%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
288
Reduced
323
Closed
38
Calls
$24.7M
Puts
$18.1M
Net Calls
+$6.59M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$26.1M +$831K +4,643 +3%
Ameriprise
77
Ameriprise
Minnesota
$25.9M -$2.44M -13,617 -9%
DP
78
Dearborn Partners
Illinois
$24.9M -$136K -761 -0.5%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$24.5M -$6.22M -34,715 -20%
Renaissance Technologies
80
Renaissance Technologies
New York
$24.2M +$6.89M +38,500 +40%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$24M
DLA
82
Douglas Lane & Associates
New York
$23.5M -$3.47M -19,374 -13%
Norges Bank
83
Norges Bank
Norway
$23M +$4.05M +22,638 +21%
GCM
84
Geneva Capital Management
Wisconsin
$22.9M -$812K -4,533 -3%
SW
85
SVB Wealth
Massachusetts
$22.5M -$1.78M -9,954 -7%
MFWM
86
Motley Fool Wealth Management
Virginia
$22.4M -$406K -2,265 -2%
Millennium Management
87
Millennium Management
New York
$21.6M -$56.4M -314,865 -72%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$21.4M -$679K -3,790 -3%
Man Group
89
Man Group
United Kingdom
$21.4M -$2.91M -17,589 Closed
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$21M -$17.9K -100 -0.1%
ACM
91
Alta Capital Management
Utah
$20.9M -$283K -1,583 -1%
BST
92
Bath Savings Trust
Maine
$20.1M +$105K +585 +0.5%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$20M -$171K -955 -0.8%
HighTower Advisors
94
HighTower Advisors
Illinois
$19.8M +$15M +83,546 +308%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$19.5M +$12M +67,006 +160%
Prudential Financial
96
Prudential Financial
New Jersey
$18.8M -$234K -1,306 -1%
WDA
97
Wendell David Associates
New Hampshire
$18.6M -$376K -2,102 -2%
GI
98
Gradient Investments
Minnesota
$18.2M -$681K -3,801 -4%
MIS
99
Morningstar Investment Services
Illinois
$17.6M +$200K +1,105 +1%
NC
100
Nicholas Company
Wisconsin
$16.6M -$5.37K -30 -0%