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Broadridge

847 hedge funds and large institutions have $18.8B invested in Broadridge in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 288 increasing their positions, 323 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+36
Holders Change %
+4.44%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
288
Reduced
323
Closed
38
Calls
$24.7M
Puts
$18.1M
Net Calls
+$6.59M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.48B +$814K +4,548 +0%
BlackRock
2
BlackRock
New York
$1.72B -$2.87M -16,009 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$1.07B -$170M -948,488 -14%
State Street
4
State Street
Massachusetts
$828M -$9.93M -55,221 -1%
Capital International Investors
5
Capital International Investors
California
$698M +$33.5M +187,292 +5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$685M -$28.5M -159,212 -4%
APG Asset Management
7
APG Asset Management
Netherlands
$634M -$16.8M -94,026 -3%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$595M +$615K +3,433 +0.1%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$532M -$22M -123,132 -4%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$502M -$44.1M -246,539 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$455M +$9.22M +51,629 +2%
JIM
12
Jensen Investment Management
Oregon
$327M +$7.74M +43,235 +2%
Barclays
13
Barclays
United Kingdom
$283M -$5.91M -33,017 -2%
Stifel Financial
14
Stifel Financial
Missouri
$276M +$261M +1,456,847 +1,701%
Northern Trust
15
Northern Trust
Illinois
$237M +$12.6M +70,258 +6%
Wells Fargo
16
Wells Fargo
California
$231M -$20M -111,846 -8%
Mitsubishi UFJ Asset Management
17
Mitsubishi UFJ Asset Management
Japan
$202M -$16.2M -90,482 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$193M -$4.09M -22,836 -2%
BG
19
Bahl & Gaynor
Ohio
$191M +$12.2M +68,260 +7%
Parnassus Investments
20
Parnassus Investments
California
$188M
Macquarie Group
21
Macquarie Group
Australia
$184M -$16.6M -92,586 -8%
Franklin Resources
22
Franklin Resources
California
$177M -$29.9M -167,185 -14%
Fayez Sarofim & Co
23
Fayez Sarofim & Co
Texas
$158M -$9.46M -52,830 -6%
MIM
24
Meridiem Investment Management
United Kingdom
$156M -$76.5K -427 -0%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$152M +$1.29M +7,185 +0.9%