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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 %
CAM
101
Congress Asset Management
Massachusetts
$16.4M +$18.3K +102 +0.1%
Canada Life
102
Canada Life
Manitoba, Canada
$16.3M +$1.91M +10,668 +13%
Citigroup
103
Citigroup
New York
$16.3M -$2.63M -14,689 -14%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$15.9M -$1.67M -9,349 -10%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$15.9M +$1.46M +8,127 +10%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$15.6M -$242K -1,346 -2%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$15.2M +$1.66M +8,945 +12%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6M -$437K -2,438 -3%
Diamond Hill Capital Management
109
Diamond Hill Capital Management
Ohio
$14.3M -$226K -1,263 -2%
KLWA
110
Kelly Lawrence W & Associates
California
$14.1M -$144K -805 -1%
FNBOO
111
First National Bank of Omaha
Nebraska
$14.1M -$1.13M -6,287 -7%
WPI
112
Walter Public Investments
Canada
$13.9M -$1.52M -8,511 -10%
CWM
113
Congress Wealth Management
Massachusetts
$13.8M +$195K +1,089 +1%
CAC
114
Core Alternative Capital
Georgia
$13.7M -$984K -5,494 -7%
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$13M +$11.4M +63,783 +717%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$12.9M -$395K -2,208 -3%
Truist Financial
117
Truist Financial
North Carolina
$12.9M -$727K -4,061 -5%
Osaic Holdings
118
Osaic Holdings
Arizona
$12.7M +$3.3M +18,481 +35%
CGH
119
Crossmark Global Holdings
Texas
$12.6M -$156K -857 -1%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$12.6M +$553K +3,086 +5%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.3M -$960K -5,360 -7%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$12M +$456K +2,544 +4%
KBC Group
123
KBC Group
Belgium
$11.9M -$472K -2,638 -4%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$11.9M -$265K -1,478 -2%
WT
125
Washington Trust
Rhode Island
$11.8M -$102K -572 -0.9%