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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BMSSC
76
B. Metzler seel. Sohn & Co
Germany
$35.2M +$3.12M +15,152 +10%
PFM
77
Premier Fund Managers
United Kingdom
$35M
Ameriprise
78
Ameriprise
Minnesota
$32.4M +$2.69M +13,056 +9%
Principal Financial Group
79
Principal Financial Group
Iowa
$29.3M -$731K -3,553 -2%
Citadel Advisors
80
Citadel Advisors
Florida
$28.7M +$25.7M +124,886 +857%
DP
81
Dearborn Partners
Illinois
$27.8M -$846K -4,110 -3%
Public Employees Retirement Association of Colorado
82
Public Employees Retirement Association of Colorado
Colorado
$27.6M
BFEC
83
Benjamin F. Edwards & Company
Missouri
$27.3M +$23.4M +113,905 +602%
PI
84
PineBridge Investments
New York
$27M -$8.43M -40,954 -24%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$25.9M -$2.24M -10,894 -8%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$25.5M +$807K +3,920 +3%
GCM
87
Geneva Capital Management
Wisconsin
$25.4M -$918K -4,464 -3%
MFWM
88
Motley Fool Wealth Management
Virginia
$24.2M -$1.55M -7,558 -6%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$24.1M +$1.69M +8,214 +8%
Canada Life
90
Canada Life
Manitoba, Canada
$24M +$5.36M +26,148 +29%
Citigroup
91
Citigroup
New York
$23.7M +$4.97M +24,162 +27%
BST
92
Bath Savings Trust
Maine
$23.4M +$262K +1,273 +1%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$23.2M +$6.18M +29,897 +36%
DLA
94
Douglas Lane & Associates
New York
$22.4M -$4.6M -22,372 -17%
HighTower Advisors
95
HighTower Advisors
Illinois
$22.2M -$468K -2,284 -2%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$22M -$918K -4,462 -4%
WDA
97
Wendell David Associates
New Hampshire
$21.7M +$298K +1,450 +1%
SW
98
SVB Wealth
Massachusetts
$19.4M -$6.39M -31,051 -25%
KBC Group
99
KBC Group
Belgium
$19.3M +$5.59M +27,183 +41%
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$19.2M +$18.2M +88,613 +1,866%