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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$6.4M -$282K -1,370 -4%
Axa
202
Axa
France
$6.29M +$294K +1,428 +5%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$6.28M +$129K +628 +2%
Nomura Asset Management
204
Nomura Asset Management
Japan
$6.22M -$20.4K -99 -0.3%
GLA
205
Great Lakes Advisors
Illinois
$6.21M -$132K -641 -2%
PCOC
206
Power Corp of Canada
Canada
$6.2M +$6.2M +30,139 New
PKC
207
Palmer Knight Company
Florida
$6.16M -$1.35M -6,579 -18%
BFW
208
Brady Family Wealth
Missouri
$6.02M -$29.6K -144 -0.5%
FAF
209
Fjarde Ap-fonden
Sweden
$5.91M +$329K +1,600 +6%
Brown Advisory
210
Brown Advisory
Maryland
$5.79M +$158K +766 +3%
DnB Asset Management
211
DnB Asset Management
Norway
$5.72M -$142K -688 -2%
AAM
212
Aureus Asset Management
Massachusetts
$5.66M -$106K -516 -2%
IFAM
213
Institutional & Family Asset Management
Colorado
$5.59M -$803K -3,903 -13%
KPWS
214
Kestra Private Wealth Services
Texas
$5.56M +$78.6K +382 +1%
LCM
215
Logan Capital Management
Pennsylvania
$5.56M -$1.95M -9,485 -26%
CFB
216
Cullen/Frost Bankers
Texas
$5.46M -$26.7K -130 -0.5%
SAM
217
Shell Asset Management
Netherlands
$5.44M -$1.49M -7,236 -21%
Retirement Systems of Alabama
218
Retirement Systems of Alabama
Alabama
$5.33M -$160K -778 -3%
GT
219
Greenleaf Trust
Michigan
$5.33M +$15.4K +75 +0.3%
COPPSERS
220
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.3M +$414K +2,013 +8%
BMM
221
Buffington Mohr McNeal
Idaho
$5.25M -$195K -948 -4%
BCM
222
Brown Capital Management
Maryland
$5.23M -$306K -1,488 -6%
GWM
223
Geneos Wealth Management
Colorado
$5.22M -$2.2M -10,698 -30%
X
224
Xponance
Pennsylvania
$5.06M -$183K -887 -3%
GCM
225
Ghisallo Capital Management
Massachusetts
$5.04M +$5.04M +24,500 New