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Broadridge

772 hedge funds and large institutions have $15.6B invested in Broadridge in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 291 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-43
Holders Change %
-5.28%
% of All Funds
12.22%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
61
Increased
291
Reduced
276
Closed
96
Calls
$10.9M
Puts
$10.9M
Net Calls
-$1K
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Shares
Change %
HLOC
401
H.L. Ormond & Company
North Carolina
$847K +$1.87K +12 +0.2%
SS
402
Simplicity Solutions
Minnesota
$846K -$232K -1,491 -22%
PFS
403
Prospera Financial Services
Texas
$844K +$268K +1,720 +46%
CGL
404
Clarius Group LLC
Washington
$835K
O
405
Ossiam
France
$829K -$647K -4,158 -44%
Bessemer Group
406
Bessemer Group
New Jersey
$823K +$196K +1,257 +31%
MSCM
407
McElhenny Sheffield Capital Management
Texas
$822K +$30.2K +194 +4%
ECM
408
Everence Capital Management
Indiana
$814K +$410K +2,630 +101%
SG Americas Securities
409
SG Americas Securities
New York
$799K -$648K -4,162 -45%
MHC
410
Meyer Handelman Company
New York
$790K +$790K +5,075 New
LPARFS
411
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$778K
AP
412
Advisor Partners
California
$773K -$93.6K -601 -11%
IMOV
413
Investment Management of Virginia
Virginia
$766K -$363K -2,330 -32%
JIC
414
Johnson Investment Counsel
Ohio
$765K
QCG
415
Quadrant Capital Group
Ohio
$763K +$139K +892 +22%
GWM
416
Guardian Wealth Management
Illinois
$760K -$5.61K -36 -0.7%
FT
417
Fiduciary Trust
Massachusetts
$759K -$7.78K -50 -1%
UB
418
UMB Bank
Missouri
$755K -$623 -4 -0.1%
LWAC
419
Laurel Wealth Advisors (California)
California
$754K -$124K -799 -14%
SP
420
Symmetry Partners
Connecticut
$748K
NMIMC
421
Northwestern Mutual Investment Management Company
Wisconsin
$723K -$93.4K -600 -11%
EMG
422
ETF Managers Group
New Jersey
$713K +$13.9K +89 +2%
HKAM
423
Horizon Kinetics Asset Management
New York
$711K
TI
424
Tidal Investments
Wisconsin
$707K -$112K -717 -14%
ARMT
425
Amica Retiree Medical Trust
Rhode Island
$707K +$118K +760 +20%