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Broadridge

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
101
Nicholas Company
Wisconsin
$12.5M -$1.33M -9,930 -10%
Fidelity International
102
Fidelity International
Bermuda
$12.1M
Truist Financial
103
Truist Financial
North Carolina
$12.1M -$834K -6,216 -6%
Diamond Hill Capital Management
104
Diamond Hill Capital Management
Ohio
$12M -$23.7K -177 -0.2%
VCM
105
Vigilant Capital Management
Maine
$11.8M +$334K +2,492 +3%
WPI
106
Walter Public Investments
Canada
$11.7M -$163K -1,218 -1%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.6M -$189K -1,409 -2%
KLWA
108
Kelly Lawrence W & Associates
California
$11.3M -$805K -6,000 -7%
FNBOO
109
First National Bank of Omaha
Nebraska
$11.2M -$71.2K -531 -0.6%
FAF
110
Fjarde Ap-fonden
Sweden
$10.2M +$3.22M +23,972 +46%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$10.1M -$253K -1,873 -2%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$10M -$347K -17,446 -3%
CWM
113
Congress Wealth Management
Massachusetts
$9.83M +$253K +1,889 +3%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$9.74M +$102K +757 +1%
AAM
115
Advisors Asset Management
Colorado
$9.64M -$1.1M -8,164 -10%
CGH
116
Crossmark Global Holdings
Texas
$9.36M +$491K +3,659 +6%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$9.3M -$495K -3,688 -5%
Stifel Financial
118
Stifel Financial
Missouri
$9.2M -$27K -201 -0.3%
FBB
119
Fulton Breakefield Broenniman
Maryland
$9.11M -$565K -4,212 -6%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$9.1M -$538K -4,009 -6%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$9.09M -$1.05M -7,843 -10%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.05M
WT
123
Washington Trust
Rhode Island
$8.99M -$745K -5,558 -8%
BAM
124
Bell Asset Management
Australia
$8.96M +$3.82M +28,463 +74%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$8.79M -$6.37M -47,462 -42%