BR icon

Broadridge

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
351
SG Americas Securities
New York
$1.7M -$3.7M -20,230 -69%
TFA
352
Teamwork Financial Advisors
Texas
$1.68M -$70.4K -385 -4%
MYAM
353
Meiji Yasuda Asset Management
Japan
$1.66M +$245K +1,340 +17%
DIA
354
Dean Investment Associates
Ohio
$1.66M -$108K -591 -6%
FL
355
Fort LP
Maryland
$1.66M -$109K -594 -6%
CG
356
Castellan Group
Kentucky
$1.64M -$44.8K -245 -3%
SFG
357
SNS Financial Group
Minnesota
$1.63M -$2.19K -12 -0.1%
MSRPS
358
Maryland State Retirement & Pension System
Maryland
$1.6M
JCM
359
Jacobsen Capital Management
Utah
$1.6M +$14.4K +79 +0.9%
Koshinski Asset Management
360
Koshinski Asset Management
Illinois
$1.57M +$16.3K +89 +1%
TRSOTSOK
361
Teachers Retirement System of the State of Kentucky
Kentucky
$1.56M
Jane Street
362
Jane Street
New York
$1.55M +$1.09M +5,957 +234%
Swedbank
363
Swedbank
Sweden
$1.55M
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$1.53M +$11.7K +64 +0.8%
RC
365
Roundview Capital
New Jersey
$1.53M +$129K +706 +9%
WA
366
Wambolt & Associates
Colorado
$1.5M +$72.4K +396 +5%
CW
367
CreativeOne Wealth
Kansas
$1.5M +$161K +881 +12%
BRWA
368
B. Riley Wealth Advisors
Florida
$1.49M +$284K +1,555 +24%
BAM
369
Boyar Asset Management
New York
$1.47M -$18.3K -100 -1%
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$1.47M -$34.4K -188 -2%
FIM
371
Freedom Investment Management
Connecticut
$1.41M -$33.6K -184 -2%
PP
372
Pegasus Partners
Wisconsin
$1.38M -$184K -1,009 -12%
American Century Companies
373
American Century Companies
Missouri
$1.35M +$197K +1,077 +17%
RC
374
RegentAtlantic Capital
New Jersey
$1.34M +$306K +1,675 +30%
LSERS
375
Louisiana State Employees Retirement System
Louisiana
$1.34M +$18.3K +100 +1%