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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 %
SMP
176
Santa Monica Partners
Florida
$5.98M
Aberdeen Group
177
Aberdeen Group
United Kingdom
$5.81M -$1.01M -6,924 -15%
KBC Group
178
KBC Group
Belgium
$5.32M +$681K +4,646 +15%
GIA
179
GHP Investment Advisors
Colorado
$5.31M +$108K +735 +2%
OBGC
180
O'Brien Greene & Co
Pennsylvania
$5.24M -$52.6K -359 -1%
PKC
181
Palmer Knight Company
Florida
$5.19M +$237K +1,619 +5%
Retirement Systems of Alabama
182
Retirement Systems of Alabama
Alabama
$5.1M -$426K -2,905 -8%
MIM
183
MetLife Investment Management
New Jersey
$5.07M -$50.3K -343 -1%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$5.06M -$1.38M -9,441 -21%
ASRS
185
Arizona State Retirement System
Arizona
$5.01M +$147K +1,002 +3%
AMM
186
American Money Management
California
$4.81M +$5.72K +39 +0.1%
AIG
187
American International Group
New York
$4.77M +$14.1K +96 +0.3%
SO
188
STRS Ohio
Ohio
$4.76M
SOMRS
189
State of Michigan Retirement System
Michigan
$4.74M +$58.6K +400 +1%
AB
190
Amalgamated Bank
New York
$4.69M +$85K +580 +2%
William Blair & Company
191
William Blair & Company
Illinois
$4.62M -$1.27M -8,693 -22%
NG
192
Northstar Group
New York
$4.62M +$65.2K +445 +1%
IFAM
193
Institutional & Family Asset Management
Colorado
$4.58M +$195K +1,328 +4%
GLA
194
Great Lakes Advisors
Illinois
$4.48M +$83.3K +568 +2%
Voloridge Investment Management
195
Voloridge Investment Management
Florida
$4.4M +$436K +2,975 +11%
GWM
196
Geneos Wealth Management
Colorado
$4.39M +$4.36M +29,756 +15,912%
BFW
197
Brady Family Wealth
Missouri
$4.38M +$283K +1,932 +7%
Nomura Asset Management
198
Nomura Asset Management
Japan
$4.3M +$208K +1,417 +5%
AAF
199
Andra AP-fonden
Sweden
$4.29M -$425K -2,900 -9%
MML Investors Services
200
MML Investors Services
Massachusetts
$4.19M +$1.53M +10,469 +58%