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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 %
IMOV
376
Investment Management of Virginia
Virginia
$1.33M -$6.4K -35 -0.5%
AI
377
AdvisorShares Investments
Maryland
$1.3M +$22.5K +123 +2%
KRS
378
Kentucky Retirement Systems
Kentucky
$1.29M +$41.3K +226 +3%
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$1.29M -$91.4K -500 -7%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$1.27M -$1.05M -5,731 -45%
AWM
381
Altium Wealth Management
New York
$1.27M
SS
382
Simplicity Solutions
Minnesota
$1.27M +$393K +2,149 +45%
KNW
383
Kesler Norman & Wride
Utah
$1.26M +$3.47K +19 +0.3%
Verition Fund Management
384
Verition Fund Management
Connecticut
$1.24M -$1.41M -7,709 -53%
TFP
385
Tilia Fiduciary Partners
North Carolina
$1.23M +$1.23M +6,718 New
WF
386
Welch & Forbes
Massachusetts
$1.22M
Nordea Investment Management
387
Nordea Investment Management
Sweden
$1.2M -$10.6M -58,023 -90%
CS
388
Cannell & Spears
New York
$1.18M
HH
389
Hilltop Holdings
Texas
$1.17M -$56.7K -310 -5%
ZB
390
Zions Bancorporation
Utah
$1.17M +$87.4K +478 +8%
SC
391
Sepio Capital
Utah
$1.17M -$118K -643 -9%
EC
392
Estate Counselors
Wisconsin
$1.17M +$1.17M +6,392 New
MC
393
Montag & Caldwell
Georgia
$1.16M +$62.1K +340 +6%
SWM
394
Spire Wealth Management
Virginia
$1.15M +$663K +3,625 +137%
MCM
395
MAI Capital Management
Ohio
$1.12M +$746K +4,082 +198%
CIC
396
Crawford Investment Counsel
Georgia
$1.11M
BFO
397
Biltmore Family Office
North Carolina
$1.11M +$375K +2,048 +51%
EAMA
398
EFG Asset Management (Americas)
Florida
$1.1M -$137K -752 -11%
LSC
399
Lyon Street Capital
California
$1.1M +$1.1M +6,000 New
Cetera Investment Advisers
400
Cetera Investment Advisers
Illinois
$1.1M +$37.7K +206 +4%