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Broadridge

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$3.89M +$605K +4,512 +18%
BMM
202
Buffington Mohr McNeal
Idaho
$3.86M -$794K -5,923 -17%
CFB
203
Cullen/Frost Bankers
Texas
$3.79M +$248K +1,851 +7%
BFW
204
Brady Family Wealth
Missouri
$3.75M +$3.75M +27,949 New
Nomura Asset Management
205
Nomura Asset Management
Japan
$3.74M +$60.8K +453 +2%
GT
206
Greenleaf Trust
Michigan
$3.73M -$120K -892 -3%
Squarepoint
207
Squarepoint
New York
$3.71M +$969K +7,223 +35%
AIMCA
208
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.66M -$2.68M -19,979 -42%
Voloridge Investment Management
209
Voloridge Investment Management
Florida
$3.63M -$1.96M -14,609 -35%
X
210
Xponance
Pennsylvania
$3.61M +$386K +2,875 +12%
PAM
211
Panagora Asset Management
Massachusetts
$3.61M -$232K -1,730 -6%
Brown Advisory
212
Brown Advisory
Maryland
$3.59M -$280K -2,084 -7%
AAM
213
Aureus Asset Management
Massachusetts
$3.49M +$531K +3,960 +18%
SAM
214
Shell Asset Management
Netherlands
$3.39M +$1.11M +8,275 +49%
II
215
IFM Investors
Australia
$3.36M +$64.9K +484 +2%
Schroder Investment Management Group
216
Schroder Investment Management Group
United Kingdom
$3.36M -$597K -4,448 -15%
Allspring Global Investments
217
Allspring Global Investments
North Carolina
$3.34M -$17.6M -131,275 -84%
BA
218
Bridgewater Associates
Connecticut
$3.33M +$3.33M +24,822 New
SNB
219
Security National Bank
Nebraska
$3.22M +$110K +817 +4%
FRAF
220
Första AP-fonden
Sweden
$3.22M -$1.21M -9,000 -27%
AM
221
AGF Management
Ontario, Canada
$3.19M +$3.19M +23,813 New
TAF
222
Tredje AP-fonden
Sweden
$3.18M -$25.9K -193 -0.8%
PCM
223
Parsons Capital Management
Rhode Island
$3.15M -$16.4K -122 -0.5%
DnB Asset Management
224
DnB Asset Management
Norway
$3.15M -$14.9K -111 -0.5%
LOAME
225
Lombard Odier Asset Management (Europe)
United Kingdom
$3.08M -$604K -4,500 -16%