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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.08B -$4.92M -33,535 -0.2%
BlackRock
2
BlackRock
New York
$1.53B -$32M -218,608 -2%
Morgan Stanley
3
Morgan Stanley
New York
$993M -$39.3M -268,360 -4%
State Street
4
State Street
Massachusetts
$684M -$3.77M -25,592 -0.5%
APG Asset Management
5
APG Asset Management
Netherlands
$520M -$2.31M -17,116 -0.4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$511M +$14.2M +96,566 +3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$484M +$22.3M +152,428 +5%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$464M -$36.1M -246,278 -7%
Capital International Investors
9
Capital International Investors
California
$406M +$406M +2,768,503 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$369M +$5.56M +37,989 +2%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$325M -$1.59M -10,834 -0.5%
JIM
12
Jensen Investment Management
Oregon
$256M -$8.19M -56,444 -3%
Barclays
13
Barclays
United Kingdom
$215M -$12.1M -82,491 -5%
Wells Fargo
14
Wells Fargo
California
$210M +$10.3M +70,444 +5%
Northern Trust
15
Northern Trust
Illinois
$207M -$5.67M -38,672 -3%
Parnassus Investments
16
Parnassus Investments
California
$176M
Mitsubishi UFJ Asset Management
17
Mitsubishi UFJ Asset Management
Japan
$173M +$10.1M +69,082 +6%
Franklin Resources
18
Franklin Resources
California
$166M -$4.17M -28,447 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$162M -$4.03M -27,467 -2%
BG
20
Bahl & Gaynor
Ohio
$162M +$28.9M +196,873 +22%
Macquarie Group
21
Macquarie Group
Australia
$155M -$4.97M -33,930 -3%
Bank of America
22
Bank of America
North Carolina
$143M +$35.6M +243,000 +33%
MIM
23
Meridiem Investment Management
United Kingdom
$128M +$5.25M +35,847 +4%
Fayez Sarofim & Co
24
Fayez Sarofim & Co
Texas
$127M +$37.2M +253,880 +41%
Legal & General Group
25
Legal & General Group
United Kingdom
$124M +$1.2M +8,188 +1%