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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FRAF
151
Första AP-fonden
Sweden
$10.9M -$802K -3,900 -7%
SAM
152
Southernsun Asset Management
Tennessee
$10.9M -$439K -2,135 -4%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$10.9M +$88.1K +429 +0.8%
US Bancorp
154
US Bancorp
Minnesota
$10.9M +$228K +1,107 +2%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$10.7M -$2.51M -12,188 -19%
ROC
156
Running Oak Capital
Minnesota
$10.6M +$1.2M +5,854 +13%
Asset Management One
157
Asset Management One
Japan
$10.6M -$260K -1,261 -2%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$10.6M -$62.1K -302 -0.6%
BTW
159
Boston Trust Walden
Massachusetts
$10.6M -$32.6M -158,336 -75%
AIMC
160
Alley Investment Management Company
Illinois
$10.5M +$926K +4,499 +10%
VCM
161
Vision Capital Management
Oregon
$10.2M +$58.2K +283 +0.6%
MFAM
162
Motley Fool Asset Management
Virginia
$10.1M -$262K -1,273 -3%
CB
163
Commerce Bank
Missouri
$9.98M -$525K -2,550 -5%
Victory Capital Management
164
Victory Capital Management
Texas
$9.9M -$345K -1,678 -3%
Osaic Holdings
165
Osaic Holdings
Arizona
$9.79M -$4.88M -23,698 -33%
MCM
166
Mattern Capital Management
Colorado
$9.3M +$82.1K +399 +0.9%
ACA
167
Aptus Capital Advisors
Alabama
$9.22M -$827K -4,020 -8%
CGPCS
168
Capital Group Private Client Services
California
$9.13M -$410K -1,993 -4%
Comerica Bank
169
Comerica Bank
Texas
$8.97M -$352K -1,711 -4%
ZCI
170
Zevenbergen Capital Investments
Washington
$8.85M +$3.29M +16,000 +59%
MGWM
171
Marks Group Wealth Management
Minnesota
$8.78M -$235K -1,143 -3%
AC
172
Addenda Capital
Quebec, Canada
$8.64M -$67.7K -328 -0.8%
Corient Private Wealth
173
Corient Private Wealth
Florida
$8.49M -$183K -890 -2%
MCG
174
McCollum Christoferson Group
New York
$8.48M -$110K -535 -1%
SMP
175
Santa Monica Partners
Florida
$8.39M