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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 %
Aviva
176
Aviva
United Kingdom
$7.08M +$2.84M +15,835 +67%
GIA
177
GHP Investment Advisors
Colorado
$6.86M +$13.3K +75 +0.2%
Jane Street
178
Jane Street
New York
$6.85M +$5.9M +32,976 +626%
JF
179
Jump Financial
Illinois
$6.72M +$4.53M +25,275 +206%
PKC
180
Palmer Knight Company
Florida
$6.54M +$179 +1 +0%
LCM
181
Logan Capital Management
Pennsylvania
$6.53M -$4.42M -24,689 -40%
IAA
182
Independent Advisor Alliance
North Carolina
$6.48M -$1.41M -7,860 -18%
GWM
183
Geneos Wealth Management
Colorado
$6.45M +$3.04K +17 +0%
TW
184
Transform Wealth
Colorado
$6.42M +$6.42M +35,691 New
AMM
185
American Money Management
California
$6.4M -$35.5K -198 -0.6%
OBGC
186
O'Brien Greene & Co
Pennsylvania
$6.14M -$159K -886 -3%
MML Investors Services
187
MML Investors Services
Massachusetts
$6.13M +$280K +1,566 +5%
SAM
188
Shell Asset Management
Netherlands
$6.03M -$106K -590 -2%
MIM
189
MetLife Investment Management
New Jersey
$5.96M -$131K -733 -2%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$5.95M +$924K +5,222 +18%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$5.84M +$7.52K +42 +0.1%
AIG
192
American International Group
New York
$5.82M -$124K -690 -2%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$5.82M -$44.8K -250 -0.8%
SOMRS
194
State of Michigan Retirement System
Michigan
$5.79M -$17.9K -100 -0.3%
ASRS
195
Arizona State Retirement System
Arizona
$5.76M +$12.2K +68 +0.2%
William Blair & Company
196
William Blair & Company
Illinois
$5.72M -$99.2K -554 -2%
NG
197
Northstar Group
New York
$5.69M +$15.4K +86 +0.3%
AB
198
Amalgamated Bank
New York
$5.62M +$1.43K +8 +0%
IFAM
199
Institutional & Family Asset Management
Colorado
$5.56M -$35.8K -200 -0.6%
GLA
200
Great Lakes Advisors
Illinois
$5.52M +$2.51K +14 +0%