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Broadridge

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$10.9M +$354K +1,727 +3%
US Bancorp
152
US Bancorp
Minnesota
$10.9M +$51K +249 +0.5%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$10.6M +$9.83K +48 +0.1%
AIMC
154
Alley Investment Management Company
Illinois
$10.5M +$25K +122 +0.2%
D.E. Shaw & Co
155
D.E. Shaw & Co
New York
$10.4M +$9.35M +45,660 +892%
Asset Management One
156
Asset Management One
Japan
$10.4M -$162K -790 -2%
MNG
157
Manning & Napier Group
New York
$10.1M -$743K -3,628 -7%
ACA
158
Aptus Capital Advisors
Alabama
$10.1M +$914K +4,460 +10%
VCM
159
Vision Capital Management
Oregon
$10.1M -$40.8K -199 -0.4%
Diamond Hill Capital Management
160
Diamond Hill Capital Management
Ohio
$10M -$2.94M -14,345 -23%
Victory Capital Management
161
Victory Capital Management
Texas
$9.97M +$115K +559 +1%
SAM
162
Southernsun Asset Management
Tennessee
$9.97M -$878K -4,287 -8%
Assenagon Asset Management
163
Assenagon Asset Management
Luxembourg
$9.86M -$9.27M -45,233 -48%
CB
164
Commerce Bank
Missouri
$9.8M -$137K -671 -1%
MFAM
165
Motley Fool Asset Management
Virginia
$9.8M -$266K -1,298 -3%
MSV
166
MN Services Vermogensbeheer
Netherlands
$9.76M -$1.68M -8,200 -15%
Comerica Bank
167
Comerica Bank
Texas
$9.38M +$447K +2,182 +5%
Fidelity International
168
Fidelity International
Bermuda
$9.31M -$2.05M -10,000 -18%
CJL
169
Cyrus J. Lawrence
New York
$9.29M +$9.29M +45,350 New
PP
170
Prudential plc
United Kingdom
$9.22M +$5.27M +25,712 +133%
CGPCS
171
Capital Group Private Client Services
California
$9.21M +$120K +584 +1%
MCM
172
Mattern Capital Management
Colorado
$9.13M -$137K -670 -1%
Citadel Advisors
173
Citadel Advisors
Florida
$9.04M -$19.5M -95,315 -68%
Corient Private Wealth
174
Corient Private Wealth
Florida
$8.9M +$442K +2,156 +5%
CAC
175
Core Alternative Capital
Georgia
$8.79M -$2.35M -11,454 -21%