BR icon

Broadridge

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DZ Bank
401
DZ Bank
Germany
$777K +$777K +5,794 New
LWAC
402
Laurel Wealth Advisors (California)
California
$774K -$179K -1,335 -19%
YIH
403
Y-Intercept (HK)
Hong Kong
$768K -$3.66M -27,256 -83%
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$758K -$40.2K -300 -5%
MCM
405
MAI Capital Management
Ohio
$756K -$75.5K -563 -9%
HFS
406
Hantz Financial Services
Michigan
$752K +$20.5K +153 +3%
VAS
407
Vestmark Advisory Solutions
Massachusetts
$752K +$12.3K +92 +2%
TWC
408
TD Waterhouse Canada
Ontario, Canada
$740K +$268K +1,945 +57%
CANY
409
Caxton Associates (New York)
New York
$737K +$737K +5,496 New
VEA
410
Virtus ETF Advisers
New York
$735K +$735K +5,479 New
PFS
411
Prospera Financial Services
Texas
$725K +$402 +3 +0.1%
JIC
412
Johnson Investment Counsel
Ohio
$717K -$2.82K -21 -0.4%
O
413
Ossiam
France
$704K -$215K -1,605 -23%
OTL
414
Oak Thistle LLC
New York
$704K +$704K +5,247 New
Bessemer Group
415
Bessemer Group
New Jersey
$693K -$21.7K -162 -3%
EOJOAM
416
E. Ohman J:or Asset Management
Sweden
$684K +$402K +3,000 +143%
NGA
417
Naples Global Advisors
Florida
$674K +$60K +445 +10%
UB
418
UMB Bank
Missouri
$649K -$1.48K -11 -0.2%
GWM
419
Guardian Wealth Management
Illinois
$632K -$8.32K -62 -1%
BPA
420
Beacon Pointe Advisors
California
$625K +$625K +4,662 New
EMG
421
ETF Managers Group
New Jersey
$618K +$26.4K +197 +4%
SC
422
Sepio Capital
Utah
$617K +$14.5K +108 +2%
HKAM
423
Horizon Kinetics Asset Management
New York
$612K
RJT
424
Raymond James Trust
Florida
$612K +$52.5K +391 +9%
AWA
425
Arete Wealth Advisors
Illinois
$611K +$611K +33,000 New