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Broadridge

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
101
Achmea Investment Management
Netherlands
$18.3M +$658K +3,341 +4%
NC
102
Nicholas Company
Wisconsin
$18.3M -$10.8K -55 -0.1%
SW
103
SVB Wealth
Massachusetts
$17.1M -$617K -3,132 -3%
Nordea Investment Management
104
Nordea Investment Management
Sweden
$16.8M -$98.6K -495 -0.6%
CAM
105
Congress Asset Management
Massachusetts
$16.7M -$181K -917 -1%
ACM
106
Alta Capital Management
Utah
$16.5M -$1.1M -5,596 -6%
Robeco Institutional Asset Management
107
Robeco Institutional Asset Management
Netherlands
$15.8M -$42.7M -216,631 -73%
WPI
108
Walter Public Investments
Canada
$15.3M -$22.1K -112 -0.1%
KLWA
109
Kelly Lawrence W & Associates
California
$15M -$61.7K -313 -0.4%
DLA
110
Douglas Lane & Associates
New York
$14.9M -$4.65M -23,617 -24%
Prudential Financial
111
Prudential Financial
New Jersey
$14.9M -$1.71M -8,665 -10%
CWM
112
Congress Wealth Management
Massachusetts
$14.6M -$48.5K -246 -0.3%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$14.4M +$254K +1,287 +2%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M +$103K +524 +0.7%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$13.8M +$22.3K +113 +0.2%
FNBOO
116
First National Bank of Omaha
Nebraska
$13.2M +$810K +4,111 +7%
WorldQuant Millennium Advisors
117
WorldQuant Millennium Advisors
New York
$13M +$13M +66,184 New
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$13M -$3.11M -15,804 -19%
AQR Capital Management
119
AQR Capital Management
Connecticut
$12.9M +$1.68M +8,527 +15%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$12.7M -$136K -692 -1%
AAM
121
Advisors Asset Management
Colorado
$12.6M +$251K +1,276 +2%
CS
122
Candriam SCA
Luxembourg
$12.6M -$5.67M -28,795 -31%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$12.6M -$1.84M -9,324 -13%
Credit Agricole
124
Credit Agricole
France
$12.5M +$4.61M +23,421 +58%
CGH
125
Crossmark Global Holdings
Texas
$12.5M -$1.14M -5,811 -8%