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Broadridge

847 hedge funds and large institutions have $18.8B invested in Broadridge in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 288 increasing their positions, 323 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+36
Holders Change %
+4.44%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
288
Reduced
323
Closed
38
Calls
$24.7M
Puts
$18.1M
Net Calls
+$6.59M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$9.31M -$105K -588 -1%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$9.29M +$398K +2,221 +4%
US Bancorp
153
US Bancorp
Minnesota
$9.24M +$346K +1,934 +4%
CB
154
Commerce Bank
Missouri
$9.15M -$1.08M -6,006 -11%
MFAM
155
Motley Fool Asset Management
Virginia
$9.03M -$253K -1,414 -3%
Victory Capital Management
156
Victory Capital Management
Texas
$8.91M +$628K +3,509 +8%
VCM
157
Vision Capital Management
Oregon
$8.79M -$230K -1,285 -3%
ACA
158
Aptus Capital Advisors
Alabama
$8.74M +$580K +3,237 +7%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$8.59M +$34.6K +193 +0.4%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$8.53M -$3.03M -16,949 -26%
AIMC
161
Alley Investment Management Company
Illinois
$8.33M -$65.2K -364 -0.8%
CGPCS
162
Capital Group Private Client Services
California
$8.3M -$137K -764 -2%
CJL
163
Cyrus J. Lawrence
New York
$8.27M -$13.1K -73 -0.2%
ROC
164
Running Oak Capital
Minnesota
$8.19M -$149K -830 -2%
Comerica Bank
165
Comerica Bank
Texas
$8.12M +$8.12M +45,326 New
MCM
166
Mattern Capital Management
Colorado
$8.02M +$250K +1,398 +3%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$7.97M -$188K -1,051 -2%
MGWM
168
Marks Group Wealth Management
Minnesota
$7.85M -$131K -734 -2%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.82M -$1.92M -10,726 -20%
AC
170
Addenda Capital
Quebec, Canada
$7.58M -$93.1K -518 -1%
Corient Private Wealth
171
Corient Private Wealth
Florida
$7.55M +$99.2K +554 +1%
MCG
172
McCollum Christoferson Group
New York
$7.47M -$194K -1,085 -3%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$7.33M -$215K -1,198 -3%
SMP
174
Santa Monica Partners
Florida
$7.3M
BAM
175
Bell Asset Management
Australia
$7.17M -$6.81M -38,027 -49%