We are live on ! Find out more
BR icon

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
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$13.8M +$825K +4,474 +7%
CGH
127
Crossmark Global Holdings
Texas
$13.6M -$684K -3,708 -5%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$13.5M -$125K -675 -1%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.3M -$749K -4,058 -6%
WT
130
Washington Trust
Rhode Island
$13.3M -$243K -1,319 -2%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$13.1M
Diamond Hill Capital Management
132
Diamond Hill Capital Management
Ohio
$13M -$3.06M -16,598 -21%
MCM
133
McRae Capital Management
New Jersey
$12.9M -$24.9K -135 -0.2%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$12.9M +$2.74M +14,868 +31%
AAM
135
Advisors Asset Management
Colorado
$12.8M -$18.3K -99 -0.2%
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$12.8M -$1.47M -7,981 -11%
Schroder Investment Management Group
137
Schroder Investment Management Group
United Kingdom
$12.7M +$8.23M +44,619 +264%
1C
138
1623 Capital
Virginia
$12.6M -$443K -2,400 -4%
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$12M +$10.8M +58,303 New
MSV
140
MN Services Vermogensbeheer
Netherlands
$11.5M -$36.9K -200 -0.4%
Fidelity International
141
Fidelity International
Bermuda
$11.4M
Korea Investment Corp
142
Korea Investment Corp
South Korea
$11.2M -$268K -1,453 -3%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$11.2M +$446K +2,415 +5%
CAC
144
Core Alternative Capital
Georgia
$11.2M -$4.12M -22,359 -29%
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1M +$1.93M +10,447 +24%
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$11.1M -$957K -5,190 -9%
Canada Pension Plan Investment Board
147
Canada Pension Plan Investment Board
Ontario, Canada
$11M +$6.09M +33,017 +160%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$11M -$177K -961 -2%
FNBT
149
FineMark National Bank & Trust
Florida
$11M +$50.4K +273 +0.5%
ProShare Advisors
150
ProShare Advisors
Maryland
$11M +$185K +1,004 +2%