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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 %
Wealthfront Advisers
376
Wealthfront Advisers
California
$1.33M +$260K +1,450 +24%
TRCT
377
Tower Research Capital (TRC)
New York
$1.32M -$796K -4,444 -38%
NGA
378
Naples Global Advisors
Florida
$1.31M +$252K +1,400 +24%
BAM
379
Boyar Asset Management
New York
$1.31M -$53.5K -299 -4%
TCA
380
Transcend Capital Advisors
New Jersey
$1.31M +$151K +841 +13%
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$1.31M
EAMA
382
EFG Asset Management (Americas)
Florida
$1.3M -$45.7K -255 -3%
WC
383
Waterloo Capital
Texas
$1.29M +$58.2K +325 +5%
Bessemer Group
384
Bessemer Group
New Jersey
$1.29M +$5.73K +32 +0.4%
PP
385
Pegasus Partners
Wisconsin
$1.29M +$358 +2 +0%
Allspring Global Investments
386
Allspring Global Investments
North Carolina
$1.28M +$33.3K +186 +3%
CCA
387
Catalyst Capital Advisors
New York
$1.27M -$141K -788 -10%
OA
388
Oxbow Advisors
Texas
$1.27M -$6.62K -37 -0.5%
MGP
389
Metis Global Partners
California
$1.24M +$189K +1,055 +18%
HH
390
Hilltop Holdings
Texas
$1.22M +$195K +1,091 +19%
PP
391
PDT Partners
New York
$1.22M +$1.22M +6,798 New
KAS
392
Kestra Advisory Services
Texas
$1.22M +$55.9K +312 +5%
ACG
393
Allen Capital Group
Nebraska
$1.21M -$128K -722 -10%
DCM
394
Dean Capital Management
Kansas
$1.21M +$1.21M +6,735 New
JFG
395
Jefferies Financial Group
New York
$1.19M -$2.28M -12,755 -66%
Voloridge Investment Management
396
Voloridge Investment Management
Florida
$1.17M +$1.17M +6,558 New
CWM
397
CIBC World Markets
New York
$1.17M -$1.31M -7,300 -53%
CS
398
Cannell & Spears
New York
$1.16M
PMEF
399
Point72 Middle East FZE
United Arab Emirates
$1.13M +$1.13M +6,311 New
EWA
400
EP Wealth Advisors
California
$1.12M +$853K +4,766 +315%