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Broadridge

917 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 851917 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
917
Holders Change
+66
Holders Change %
+7.76%
% of All Funds
13.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
101
Assenagon Asset Management
Luxembourg
$19.2M +$16.3M +88,613 +1,866%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$19.1M +$764K +4,141 +5%
NC
103
Nicholas Company
Wisconsin
$19.1M -$1.84K -10 -0%
ACM
104
Alta Capital Management
Utah
$18.8M -$4.66M -25,255 -22%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$18.5M +$8.36M +45,341 +102%
CAM
106
Congress Asset Management
Massachusetts
$18.1M -$670K -3,634 -4%
Prudential Financial
107
Prudential Financial
New Jersey
$17.8M -$3.24M -17,552 -17%
Nordea Investment Management
108
Nordea Investment Management
Sweden
$17.6M +$13.7M +74,387 +680%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$17.5M +$2.27M +12,321 +17%
Bank of Nova Scotia
110
Bank of Nova Scotia
Ontario, Canada
$16.7M +$13M +70,263 +642%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.5M -$252K -1,366 -2%
Adage Capital Partners
112
Adage Capital Partners
Massachusetts
$16.3M -$7.03M -38,100 -32%
KLWA
113
Kelly Lawrence W & Associates
California
$16M -$157K -850 -1%
WPI
114
Walter Public Investments
Canada
$16M
CWM
115
Congress Wealth Management
Massachusetts
$15.9M +$76K +412 +0.5%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$15.6M -$2.35M -12,736 -14%
Acadian Asset Management
117
Acadian Asset Management
Massachusetts
$15.5M +$13.8M +75,070 +13,851%
AAF
118
Andra AP-fonden
Sweden
$15.5M +$3.51M +19,000 +34%
FNBOO
119
First National Bank of Omaha
Nebraska
$15.3M -$790K -4,281 -5%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$14.9M -$2.65M -14,361 -17%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$14.9M +$3.5M +18,945 +36%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$14.5M -$291K -1,580 -2%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$14.3M +$411K +2,230 +3%
Truist Financial
124
Truist Financial
North Carolina
$14.1M -$673K -3,649 -5%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$14M +$1.6M +8,697 +15%