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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 %
CCM
101
Copeland Capital Management
Pennsylvania
$19.3M +$2.53M +20,475 +15%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$19.2M -$346K -2,801 -2%
SAM
103
Silvercrest Asset Management
New York
$19M -$4.36M -35,271 -19%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$17.3M +$2.8M +22,665 +19%
DP
105
Dearborn Partners
Illinois
$17.3M +$1.4M +11,326 +9%
Citigroup
106
Citigroup
New York
$16.9M +$1.43M +11,612 +9%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$16.5M -$1.3M -10,504 -7%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$15.9M +$14.1M +114,099 +771%
Renaissance Technologies
109
Renaissance Technologies
New York
$15.9M -$11.2M -90,900 -41%
OCM
110
Osterweis Capital Management
California
$15.6M -$547K -4,425 -3%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$15.1M +$1.26M +10,214 +9%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$14.9M -$313K -2,543 -2%
NC
113
Nicholas Company
Wisconsin
$14.8M -$5.56K -45 -0%
CAM
114
Congress Asset Management
Massachusetts
$14.5M +$364K +2,943 +3%
Prudential Financial
115
Prudential Financial
New Jersey
$14.5M +$412K +3,332 +3%
Voloridge Investment Management
116
Voloridge Investment Management
Florida
$14.4M +$8.37M +67,789 +139%
AG
117
Aperio Group
California
$14.1M +$133K +1,073 +0.9%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$13.9M -$86.1K -691 -0.6%
LWS
119
Lucia Wealth Services
California
$13.8M +$477K +3,859 +4%
APG Asset Management
120
APG Asset Management
Netherlands
$13.8M +$66K +600 +0.5%
Axa
121
Axa
France
$13.5M +$526K +4,261 +4%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.3M +$471K +3,816 +4%
PI
123
PGGM Investments
Netherlands
$13.3M +$12.3M +99,746 +1,283%
MSV
124
MN Services Vermogensbeheer
Netherlands
$12.9M +$445K +3,600 +4%
NAM
125
Nissay Asset Management
Japan
$12.6M +$1.81M +14,668 +17%