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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 %
LOAME
201
Lombard Odier Asset Management (Europe)
United Kingdom
$4.18M +$806K +5,500 +24%
BMM
202
Buffington Mohr McNeal
Idaho
$4.16M -$66.4K -453 -2%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$4.13M -$576K -3,929 -12%
Two Sigma Investments
204
Two Sigma Investments
New York
$4.11M +$4.11M +28,065 New
CFB
205
Cullen/Frost Bankers
Texas
$4.11M -$30.2K -206 -0.7%
GT
206
Greenleaf Trust
Michigan
$4.07M -$3.96K -27 -0.1%
Brown Advisory
207
Brown Advisory
Maryland
$3.95M +$18.6K +127 +0.5%
AAM
208
Aureus Asset Management
Massachusetts
$3.93M +$117K +801 +3%
MC
209
Middleton & Co
Massachusetts
$3.85M -$511K -3,486 -12%
II
210
IFM Investors
Australia
$3.82M +$151K +1,028 +4%
SAM
211
Shell Asset Management
Netherlands
$3.8M +$90.4K +617 +2%
X
212
Xponance
Pennsylvania
$3.79M -$153K -1,042 -4%
AP
213
Appleton Partners
Massachusetts
$3.69M -$700K -4,774 -16%
TAF
214
Tredje AP-fonden
Sweden
$3.66M +$181K +1,234 +5%
KPWS
215
Kestra Private Wealth Services
Texas
$3.63M +$718K +4,898 +25%
AM
216
AGF Management
Ontario, Canada
$3.62M +$127K +865 +4%
AMI
217
Amica Mutual Insurance
Rhode Island
$3.46M -$2.01M -13,711 -37%
TPSF
218
Texas Permanent School Fund
Texas
$3.45M +$962K +6,564 +39%
FAF
219
Första AP-fonden
Sweden
$3.44M -$73.3K -500 -2%
SEI Investments
220
SEI Investments
Pennsylvania
$3.43M +$523K +3,570 +18%
FHB
221
First Hawaiian Bank
Hawaii
$3.37M +$1.91K +13 +0.1%
DnB Asset Management
222
DnB Asset Management
Norway
$3.36M -$86K -587 -2%
PCM
223
Parsons Capital Management
Rhode Island
$3.36M -$88.7K -605 -3%
PAM
224
Panagora Asset Management
Massachusetts
$3.31M -$633K -4,322 -16%
Allspring Global Investments
225
Allspring Global Investments
North Carolina
$3.28M -$368K -2,513 -10%