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Broadridge

918 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 852918 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
918
Holders Change
+66
Holders Change %
+7.75%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MCG
176
McCollum Christoferson Group
New York
$8.48M -$98.7K -535 -1%
SMP
177
Santa Monica Partners
Florida
$8.39M
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$8.34M -$73.8K -400 -1%
Aviva
179
Aviva
United Kingdom
$8.34M +$184K +997 +3%
BNP Paribas Asset Management
180
BNP Paribas Asset Management
France
$8.27M +$3.1M +16,788 +72%
BAM
181
Bell Asset Management
Australia
$8.21M -$26.8K -145 -0.4%
GIA
182
GHP Investment Advisors
Colorado
$7.98M +$31.9K +173 +0.4%
Renaissance Technologies
183
Renaissance Technologies
New York
$7.88M -$17.8M -96,600 -72%
TW
184
Transform Wealth
Colorado
$7.6M +$206K +1,117 +3%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$7.57M +$778K +4,216 +13%
MML Investors Services
186
MML Investors Services
Massachusetts
$7.39M +$316K +1,713 +5%
SO
187
STRS Ohio
Ohio
$7.32M +$1.67M +9,071 +34%
AMM
188
American Money Management
California
$7.32M -$30.1K -163 -0.5%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$7.06M +$318K +1,723 +5%
COA
190
Crown Oak Advisors
California
$7.03M +$6.31M +34,179 New
AQR Capital Management
191
AQR Capital Management
Connecticut
$6.98M +$2.85M +15,464 +84%
BWP
192
Barlow Wealth Partners
Kentucky
$6.96M +$6.24M +33,833 New
OBGC
193
O'Brien Greene & Co
Pennsylvania
$6.95M -$93.4K -506 -1%
IAA
194
Independent Advisor Alliance
North Carolina
$6.83M -$553K -3,000 -8%
AIM
195
Achmea Investment Management
Netherlands
$6.71M +$2.7M +14,627 +81%
MIM
196
MetLife Investment Management
New Jersey
$6.7M -$127K -691 -2%
AIG
197
American International Group
New York
$6.69M -$5.35K -29 -0.1%
ASRS
198
Arizona State Retirement System
Arizona
$6.68M +$50.9K +276 +0.9%
SOMRS
199
State of Michigan Retirement System
Michigan
$6.62M -$36.9K -200 -0.6%
AB
200
Amalgamated Bank
New York
$6.6M +$121K +654 +2%