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Broadridge

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SOMRS
201
State of Michigan Retirement System
Michigan
$6.61M +$20.5K +100 +0.3%
NG
202
Northstar Group
New York
$6.61M +$101K +491 +2%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$6.55M +$177K +864 +3%
MIM
204
MetLife Investment Management
New Jersey
$6.48M -$199K -972 -3%
William Blair & Company
205
William Blair & Company
Illinois
$6.46M -$20.1K -98 -0.3%
Nomura Asset Management
206
Nomura Asset Management
Japan
$6.45M +$257K +1,256 +4%
PKC
207
Palmer Knight Company
Florida
$6.29M +$158K +772 +3%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$6.19M -$60.8K -297 -1%
GCM
209
Graham Capital Management
Connecticut
$6.15M +$4.24M +20,682 +221%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$6.11M +$2.84M +13,851 +87%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$6.1M -$1.44M -7,038 -19%
FAF
212
Fjarde Ap-fonden
Sweden
$5.97M +$81.9K +400 +1%
GLA
213
Great Lakes Advisors
Illinois
$5.96M -$225K -1,099 -4%
BFW
214
Brady Family Wealth
Missouri
$5.92M -$75.8K -370 -1%
IAA
215
Independent Advisor Alliance
North Carolina
$5.87M -$936K -4,568 -14%
AAM
216
Aureus Asset Management
Massachusetts
$5.84M +$212K +1,035 +4%
KBC Group
217
KBC Group
Belgium
$5.78M -$13.4M -65,379 -70%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$5.77M +$1.64M +8,001 +40%
Osaic Holdings
219
Osaic Holdings
Arizona
$5.76M -$3.98M -19,420 -41%
Brown Advisory
220
Brown Advisory
Maryland
$5.64M -$124K -605 -2%
LCM
221
Logan Capital Management
Pennsylvania
$5.56M +$30.7K +150 +0.6%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$5.55M +$3.94M +19,216 +245%
KPWS
223
Kestra Private Wealth Services
Texas
$5.52M -$11.1K -54 -0.2%
AI
224
AdvisorShares Investments
Maryland
$5.49M +$2.02M +9,860 +58%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$5.45M -$10.1M -49,325 -65%