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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 %
FAF
101
Fjarde Ap-fonden
Sweden
$13.8M +$2.64M +18,000 +24%
NC
102
Nicholas Company
Wisconsin
$13.6M -$20.5K -140 -0.2%
MIS
103
Morningstar Investment Services
Illinois
$13.6M +$13.6M +93,803 New
Fidelity International
104
Fidelity International
Bermuda
$13.3M
CB
105
Commerce Bank
Missouri
$13M -$19.3M -131,656 -60%
Diamond Hill Capital Management
106
Diamond Hill Capital Management
Ohio
$13M -$127K -868 -1%
VCM
107
Vigilant Capital Management
Maine
$12.9M +$78.3K +534 +0.6%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M +$63.6K +434 +0.5%
FNBOO
109
First National Bank of Omaha
Nebraska
$12.5M +$225K +1,535 +2%
Truist Financial
110
Truist Financial
North Carolina
$12.5M -$753K -5,137 -6%
WPI
111
Walter Public Investments
Canada
$12.5M -$304K -2,074 -2%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$12.4M +$1.45M +9,942 +13%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$12.3M +$2.09M +14,262 +21%
KLWA
114
Kelly Lawrence W & Associates
California
$12.2M -$143K -975 -1%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.6M +$2.82M +19,268 +32%
BAM
116
Bell Asset Management
Australia
$11.5M +$1.68M +11,449 +17%
CWM
117
Congress Wealth Management
Massachusetts
$11.3M +$588K +4,013 +5%
Norges Bank
118
Norges Bank
Norway
$11.3M +$1.98M +13,542 +21%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$11.3M -$15.8M -107,878 -58%
Stifel Financial
120
Stifel Financial
Missouri
$11.1M +$1.09M +7,439 +11%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$10.8M +$4.25M +28,974 +65%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$10.4M -$226K -1,544 -2%
CGH
123
Crossmark Global Holdings
Texas
$10.4M +$121K +826 +1%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$10M +$81.9K +559 +0.8%
WT
125
Washington Trust
Rhode Island
$9.79M -$37.8K -258 -0.4%