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Broadridge

786 hedge funds and large institutions have $15.4B invested in Broadridge in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 294 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
87
Increased
294
Reduced
252
Closed
69
Calls
$6.37M
Puts
$7.94M
Net Calls
-$1.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$7.68M +$140K +955 +2%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$7.64M +$218K +1,485 +3%
VCM
153
Vision Capital Management
Oregon
$7.39M -$220K -1,498 -3%
Holocene Advisors
154
Holocene Advisors
New York
$7.18M +$2.75M +18,791 +62%
AC
155
Addenda Capital
Quebec, Canada
$7.15M -$98.9K -672 -1%
Corient Private Wealth
156
Corient Private Wealth
Florida
$7.1M +$2.5M +17,028 +54%
PAMS
157
Pictet Asset Management (Switzerland)
Switzerland
$6.97M +$117K +795 +2%
AIMC
158
Alley Investment Management Company
Illinois
$6.92M +$161K +1,099 +2%
US Bancorp
159
US Bancorp
Minnesota
$6.91M +$107K +731 +2%
Korea Investment Corp
160
Korea Investment Corp
South Korea
$6.82M -$2.15M -14,684 -24%
CJL
161
Cyrus J. Lawrence
New York
$6.76M -$128K -872 -2%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$6.74M +$583K +3,981 +9%
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$6.71M +$330K +2,250 +5%
DILIC
164
Dai-ichi Life Insurance Company
Japan
$6.68M +$874K +5,962 +15%
Robeco Institutional Asset Management
165
Robeco Institutional Asset Management
Netherlands
$6.56M -$1.23M -8,360 -16%
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$6.51M +$2.84M +19,386 +77%
HPIA
167
Hamilton Point Investment Advisors
North Carolina
$6.5M +$67.6K +459 +1%
MGWM
168
Marks Group Wealth Management
Minnesota
$6.46M +$78.9K +538 +1%
IAA
169
Independent Advisor Alliance
North Carolina
$6.45M
ROC
170
Running Oak Capital
Minnesota
$6.28M -$34.3K -234 -0.5%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$6.28M +$118K +805 +2%
ACA
172
Aptus Capital Advisors
Alabama
$6.26M +$1.4M +9,489 +29%
MCG
173
McCollum Christoferson Group
New York
$6.22M -$74K -505 -1%
MCM
174
Mattern Capital Management
Colorado
$6.2M +$115K +784 +2%
ProShare Advisors
175
ProShare Advisors
Maryland
$6.2M +$1.13M +7,740 +22%