Bridge Investment Group Holdings Inc (BRDG) Ownership

6.85 ↑0.15 (2.24%)

As of May 2, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Jennison Associates LLC is the biggest individual institutional holder of Bridge Investment Group Holdings Inc (BRDG), owning a total of 3.1 million shares. Combined, the top 40 institutional holders of BRDG own 57.48% of the company with a total of 23 million shares.

In the latest ownership report on December 31st 2023, the top 40 institutional holders increased their combined ownership of BRDG by 2.8 million shares. 17 institutions bought 3,748,675 total additional shares and increased their ownership by an average of 143.14%. However 4 institutions sold 968,364 total shares and decreased their ownership by an average of 14.89%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Bridge Investment Group Holdings increased by a net total of 2,780,311 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Jennison Associates LLC	7.446%	-0.942%	3,054,378	-29,032	2023-12-31
Vanguard Group Inc	6.492%	1.672%	2,662,939	43,783	2023-12-31
Millennium Management LLC	5.207%	120.145%	2,135,799	1,165,620	2023-12-31
Franklin Resources Inc	3.781%	-0.367%	1,550,974	-5,711	2023-12-31
Morgan Stanley - Brokerage Accounts	2.512%	-46.232%	1,030,219	-885,831	2023-12-31
Lord, Abbett & Co LLC	2.082%	12.926%	854,112	97,763	2023-12-31
Balyasny Asset Management LLC	2.010%	324.105%	824,529	630,113	2023-12-31
BlackRock Inc	1.527%	12.986%	626,418	71,996	2023-12-31
Two Sigma Investments LLC	0.882%	591.200%	361,691	309,363	2023-12-31
Voss Capital LLC	0.853%	-12.014%	350,000	-47,790	2023-12-31
Geode Capital Management, LLC	0.776%	5.298%	318,306	16,015	2023-12-31
Thornburg Investment Management Inc	0.679%	0.000%	278,541	278,541	2023-12-31
Wells Fargo & Co	0.570%	43.508%	233,656	70,838	2023-12-31
Goldman Sachs Group Inc	0.536%	0.000%	219,970	219,970	2023-12-31
Renaissance Technologies Corp	0.433%	345.065%	177,581	137,681	2023-12-31
Deutsche Bank AG	0.418%	0.000%	171,310	171,310	2023-12-31
Barclays PLC	0.390%	89.766%	159,942	75,658	2023-12-31
JPMorgan Chase & Co	0.385%	0.000%	157,778	157,778	2023-12-31
Dimensional Fund Advisors, Inc.	0.368%	43.246%	150,964	45,576	2023-12-31
Two Sigma Advisers, LLC	0.373%	843.396%	150,000	134,100	2023-12-31
Trexquant Investment LP	0.305%	0.000%	122,570	122,570	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Jennison Associates LLC	7.446%	-0.942%	3,054,378	-29,032	2023-12-31
Vanguard Group Inc	6.492%	1.672%	2,662,939	43,783	2023-12-31
Burgundy Asset Management Ltd	5.847%	1.562%	2,353,336	36,193	2023-09-30
Millennium Management LLC	5.207%	120.145%	2,135,799	1,165,620	2023-12-31
Franklin Resources Inc	3.781%	-0.367%	1,550,974	-5,711	2023-12-31
Conversant Capital LLC	3.509%	0.011%	1,412,213	149	2023-09-30
1832 Asset Management L.P	3.297%	-0.748%	1,326,808	-10,000	2023-09-30
Morgan Stanley - Brokerage Accounts	2.512%	-46.232%	1,030,219	-885,831	2023-12-31
Lord, Abbett & Co LLC	2.082%	12.926%	854,112	97,763	2023-12-31
Balyasny Asset Management LLC	2.010%	324.105%	824,529	630,113	2023-12-31
BlackRock Inc	1.527%	12.986%	626,418	71,996	2023-12-31
Two Sigma Investments LLC	0.882%	591.200%	361,691	309,363	2023-12-31
Voss Capital LLC	0.853%	-12.014%	350,000	-47,790	2023-12-31
Geode Capital Management, LLC	0.776%	5.298%	318,306	16,015	2023-12-31
Thornburg Investment Management Inc	0.679%	0.000%	278,541	278,541	2023-12-31
BMO Capital Markets Corp.	0.806%	0.000%	263,620	263,620	2022-12-31
Bank of Montreal	0.806%	0.000%	263,620	263,620	2022-12-31
Schonfeld Strategic Advisors LLC	0.624%	22.336%	255,744	46,694	2023-09-30
Philadelphia Financial Mgmt Of San Franc	0.872%	-50.597%	254,971	-261,132	2022-06-30
Wells Fargo & Co	0.570%	43.508%	233,656	70,838	2023-12-31
Goldman Sachs Group Inc	0.536%	0.000%	219,970	219,970	2023-12-31
Bank of New York Mellon Corp	0.542%	0.801%	218,284	1,735	2023-09-30
Victory Capital Management Inc.	0.631%	18.204%	206,959	31,873	2022-12-31
Renaissance Technologies Corp	0.433%	345.065%	177,581	137,681	2023-12-31
Deutsche Bank AG	0.418%	0.000%	171,310	171,310	2023-12-31
Barclays PLC	0.390%	89.766%	159,942	75,658	2023-12-31
JPMorgan Chase & Co	0.385%	0.000%	157,778	157,778	2023-12-31
Dimensional Fund Advisors, Inc.	0.368%	43.246%	150,964	45,576	2023-12-31
Two Sigma Advisers, LLC	0.373%	843.396%	150,000	134,100	2023-12-31
Trexquant Investment LP	0.305%	0.000%	122,570	122,570	2023-12-31
State Street Corporation	0.268%	0.000%	107,711	0	2023-09-30
William Blair Investment Management, LLC	0.315%	-39.799%	103,108	-68,166	2022-12-31
ExodusPoint Capital Management, LP	0.299%	-46.605%	97,663	-85,243	2022-09-30
Equitable Holdings Inc	0.294%	17.129%	96,002	14,039	2022-09-30
Bank of America Corp	0.265%	-24.012%	91,076	-28,780	2023-06-30
FMR Inc	0.217%	-89.422%	87,148	-736,701	2023-09-30
Citadel Advisors Llc	0.211%	58.620%	85,057	31,434	2023-09-30
First Trust Advisors L.P.	0.235%	1.093%	80,908	875	2023-06-30
First Republic Inv Mgmt Inc	0.218%	-28.002%	71,093	-27,650	2022-12-31
HRT FINANCIAL LLC	0.206%	0.000%	68,592	68,592	2023-03-31

Mutual Fund Ownership

Jennison SMid Cap Core Equity is the biggest individual fund holder of Bridge Investment Group Holdings Inc (BRDG), owning a total of 1.5 million shares. Combined, the top 36 mutual fund holders of BRDG own 40.04% of the company with a total of 15.7 million shares.

In the latest ownership report on March 31st 2024, the top 36 fund holders increased their combined ownership of BRDG by 277 thousand shares. 6 funds bought 371,517 total additional shares and increased their ownership by an average of 77.86%. However 2 funds sold 94,463 total shares and decreased their ownership by an average of 7.08%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bridge Investment Group Holdings increased by a net total of 277,054 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Jennison SMid Cap Core Equity	3.621%	5.436%	1,485,100	76,568	2024-03-31
PGIM Jennison Small Company A	3.621%	0.000%	1,485,100	0	2024-03-31
Vanguard Small Cap Index	1.805%	-7.111%	740,315	-56,677	2024-03-31
Vanguard Small Cap Value Index Inv	1.215%	-7.050%	498,167	-37,786	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.068%	0.000%	438,169	0	2024-03-31
Royce Micro Cap Trust	0.488%	441.462%	200,000	163,063	2024-03-31
Empower Jennison Small Cap Core Eq SP	0.332%	9.090%	136,328	11,359	2024-03-31
PGIM Jennison Blend A	0.315%	6.743%	129,164	8,159	2024-03-31
Royce Small-Cap Opportunity Invmt	0.265%	0.000%	108,595	108,595	2024-03-31
PGIM Jennison Financial Services Z	0.230%	0.000%	94,362	0	2024-03-31
BlackRock Extended Equity Market K	0.216%	4.459%	88,385	3,773	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Jennison SMid Cap Core Equity	3.621%	5.436%	1,485,100	76,568	2024-03-31
PGIM Jennison Small Company A	3.621%	0.000%	1,485,100	0	2024-03-31
Franklin Small Cap Growth Adv	3.439%	0.000%	1,410,600	0	2024-02-29
Franklin US Small Cap Growth Equity	3.439%	0.000%	1,410,600	0	2023-12-31
Vanguard Total Stock Mkt Idx Inv	1.966%	0.000%	806,505	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.347%	0.000%	806,505	0	2023-03-31
Vanguard Small Cap Index	1.805%	-7.111%	740,315	-56,677	2024-03-31
Lord Abbett Small Cap Value A	1.518%	0.000%	622,795	0	2024-02-29
Fidelity® Small Cap Stock	1.836%	-12.889%	612,339	-90,600	2023-07-31
Thornburg Small/Mid Cap Core Composite	1.309%	0.000%	536,839	0	2024-02-29
Thornburg Small/Mid Cap Core A	1.309%	0.000%	536,839	0	2024-02-29
Vanguard Small Cap Value Index Inv	1.215%	-7.050%	498,167	-37,786	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.068%	0.000%	438,169	0	2024-03-31
Dynamic Small Business	1.038%	-57.037%	417,579	-554,364	2023-10-31
Vanguard Extended Market Index Investor	1.203%	0.000%	401,160	0	2023-08-31
Burgundy US Small Cap Value Composite	1.018%	-2.824%	348,318	-10,122	2023-06-30
JENNISON SMALL/MID CAP EQUITY 3	0.685%	17.614%	280,906	42,069	2023-12-31
Jennison U.S. Small Cap Equity Fund 4	0.631%	4.118%	258,676	10,231	2023-12-31
Lord Abbett Focused Small Cap Value I	0.581%	1.212%	238,168	2,851	2024-02-29
Burgundy Smaller Companies	0.603%	-44.059%	206,290	-162,471	2023-11-30
Royce Micro Cap Trust	0.488%	441.462%	200,000	163,063	2024-03-31
VictoryShares US SmCp Hi Div Vol Wtd ETF	0.601%	0.000%	196,250	0	2023-02-28
Fidelity Extended Market Index	0.415%	-0.482%	170,398	-826	2024-02-29
Fidelity® Extended Market Index	0.484%	0.000%	165,549	0	2023-11-30
Dynamic U.S. Equity Income F	0.480%	0.000%	164,200	0	2023-09-30
WisdomTree US SmallCap Dividend ETF	0.427%	-0.330%	146,062	-484	2023-11-30
Burgundy US Small / Mid Cap Composite	0.426%	0.778%	141,958	1,096	2023-06-30
Empower Jennison Small Cap Core Eq SP	0.332%	9.090%	136,328	11,359	2024-03-31
PGIM Jennison Blend A	0.315%	6.743%	129,164	8,159	2024-03-31
PGIM Jennison Blend B	0.381%	0.000%	126,621	0	2023-06-30
Royce Small-Cap Opportunity Invmt	0.265%	0.000%	108,595	108,595	2024-03-31
Dynamic Global Real Estate	0.293%	-3.840%	100,160	-4,000	2023-09-30
Jennison Financial Services Equity	0.230%	0.000%	94,362	0	2023-12-31
PGIM Jennison Financial Services Z	0.230%	0.000%	94,362	0	2024-03-31
BlackRock Extended Equity Market K	0.216%	4.459%	88,385	3,773	2024-03-31
First Trust Dow Jones Sel MicroCap ETF	0.215%	0.000%	86,439	0	2024-02-29