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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 %
TH
401
TCTC Holdings
Texas
$1.08M
PTC
402
Private Trust Company
Ohio
$1.08M +$366 +2 +0%
CFA
403
CWS Financial Advisors
Michigan
$1.07M +$1.07M +5,864 New
SO
404
STRS Ohio
Ohio
$1.05M -$2.38K -13 -0.2%
TI
405
Trexquant Investment
Connecticut
$1.05M +$1.05M +5,756 New
GC
406
Guardian Capital
Ontario, Canada
$1.05M
CSS
407
Cubist Systematic Strategies
Connecticut
$1.05M +$65.3K +357 +7%
ETI
408
Enterprise Trust & Investment
California
$1.04M
LWAC
409
Laurel Wealth Advisors (California)
California
$1.03M +$1.03M +5,645 New
SAM
410
Sompo Asset Management
Japan
$1.02M -$199K -1,090 -16%
AP
411
Advisor Partners
California
$1.02M +$36.4K +199 +4%
PAS
412
Park Avenue Securities
New York
$990K +$665K +3,635 +204%
APWM
413
Atlas Private Wealth Management
New York
$979K +$3.47K +19 +0.4%
MSAM
414
Moloney Securities Asset Management
Missouri
$976K +$4.94K +27 +0.5%
BEI
415
Benjamin Edwards Inc
Missouri
$976K +$16.5K +90 +2%
NA
416
NewEdge Advisors
Louisiana
$970K +$308K +1,686 +47%
TI
417
Tidal Investments
Wisconsin
$961K +$276K +1,507 +40%
NMIMC
418
Northwestern Mutual Investment Management Company
Wisconsin
$959K -$5.67K -31 -0.6%
CS
419
Candriam SCA
Luxembourg
$951K
MSCM
420
McElhenny Sheffield Capital Management
Texas
$929K +$165K +905 +22%
FP
421
Fiduciary Planning
Florida
$923K +$14.3K +78 +2%
LPARFS
422
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$914K
FT
423
Fiduciary Trust
Massachusetts
$901K +$6.4K +35 +0.7%
GWM
424
Guardian Wealth Management
Illinois
$899K +$899K +4,916 New
JIC
425
Johnson Investment Counsel
Ohio
$898K