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Broadridge

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$6.63M +$2.15M +16,033 +48%
MFAM
152
Motley Fool Asset Management
Virginia
$6.53M -$292K -2,177 -4%
CJL
153
Cyrus J. Lawrence
New York
$6.3M -$73.6K -549 -1%
PAMS
154
Pictet Asset Management (Switzerland)
Switzerland
$6.27M -$82.2K -613 -1%
Aberdeen Group
155
Aberdeen Group
United Kingdom
$6.24M +$838K +6,247 +16%
US Bancorp
156
US Bancorp
Minnesota
$6.23M -$34.9K -260 -0.6%
AIMC
157
Alley Investment Management Company
Illinois
$6.18M -$160K -1,195 -3%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$5.95M +$5.7M +42,475 +2,224%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$5.9M +$249K +1,856 +4%
HPIA
160
Hamilton Point Investment Advisors
North Carolina
$5.89M +$22.5K +167 +0.4%
MGWM
161
Marks Group Wealth Management
Minnesota
$5.84M +$55.1K +411 +1%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$5.84M +$141K +1,050 +2%
ROC
163
Running Oak Capital
Minnesota
$5.78M +$476K +3,550 +9%
MCG
164
McCollum Christoferson Group
New York
$5.76M +$32.7K +244 +0.6%
Royal London Asset Management
165
Royal London Asset Management
United Kingdom
$5.64M +$482K +3,591 +9%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$5.64M -$328K -2,443 -5%
MCM
167
Mattern Capital Management
Colorado
$5.57M +$235K +1,750 +4%
SMP
168
Santa Monica Partners
Florida
$5.47M
William Blair & Company
169
William Blair & Company
Illinois
$5.4M -$1.03M -7,675 -16%
DILIC
170
Dai-ichi Life Insurance Company
Japan
$5.31M +$805K +6,000 +18%
Axa
171
Axa
France
$5.25M -$5.12M -38,141 -49%
Retirement Systems of Alabama
172
Retirement Systems of Alabama
Alabama
$5.06M -$167K -1,244 -3%
AMI
173
Amica Mutual Insurance
Rhode Island
$5M +$559K +4,167 +13%
OBGC
174
O'Brien Greene & Co
Pennsylvania
$4.85M -$10.2M -75,729 -68%
GIA
175
GHP Investment Advisors
Colorado
$4.76M -$25.5K -190 -0.5%