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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 %
WA
401
Wambolt & Associates
Colorado
$1.12M -$78K -441 -6%
SAM
402
Sompo Asset Management
Japan
$1.11M +$8.95K +50 +0.8%
TI
403
Trexquant Investment
Connecticut
$1.1M +$820K +4,577 +288%
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$1.1M +$71.6K +400 +7%
Koshinski Asset Management
405
Koshinski Asset Management
Illinois
$1.09M -$28.6K -160 -3%
RJT
406
Raymond James Trust
Florida
$1.09M -$65K -363 -6%
BEI
407
Benjamin Edwards Inc
Missouri
$1.09M -$36.3K -203 -3%
PP
408
Prudential plc
United Kingdom
$1.09M -$3.76K -21 -0.3%
HFS
409
Hantz Financial Services
Michigan
$1.08M -$2.86K -16 -0.3%
TH
410
TCTC Holdings
Texas
$1.06M
Cerity Partners
411
Cerity Partners
New York
$1.06M -$77.2K -431 -7%
SC
412
Sepio Capital
Utah
$1.04M
Lido Advisors
413
Lido Advisors
California
$1.04M +$529K +2,956 +104%
FWM
414
Forza Wealth Management
Florida
$1.03M
TIAA Trust, National Association
415
TIAA Trust, National Association
North Carolina
$1.03M +$1.03M +5,758 New
CIC
416
Crawford Investment Counsel
Georgia
$1.02M -$21.7K -121 -2%
EOJOAM
417
E. Ohman J:or Asset Management
Sweden
$1M +$89.5K +500 +10%
IWC
418
Integrated Wealth Concepts
Massachusetts
$960K -$158K -881 -14%
CFA
419
CWS Financial Advisors
Michigan
$947K
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$934K +$56.6K +316 +6%
JIC
421
Johnson Investment Counsel
Ohio
$932K +$34.9K +195 +4%
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
$928K -$10.2K -57 -1%
NS
423
NBC Securities
Alabama
$918K +$918K +5,129 New
SA
424
SRN Advisors
Pennsylvania
$909K -$441K -2,464 -33%
MC
425
Montag & Caldwell
Georgia
$901K -$333K -1,861 -27%