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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 %
VPIM
426
Vanguard Personalized Indexing Management
California
$890K +$409K +2,236 +85%
UB
427
UMB Bank
Missouri
$886K +$886K +4,851 New
SP
428
Symmetry Partners
Connecticut
$878K
CGL
429
Clarius Group LLC
Washington
$835K +$25.9K +142 +3%
HKAM
430
Horizon Kinetics Asset Management
New York
$834K
AIL
431
AGF Investments LLC
Ontario, Canada
$829K +$179K +980 +28%
KFA
432
Kelleher Financial Advisors
New York
$822K -$1.05M -5,730 -56%
EMG
433
ETF Managers Group
New Jersey
$820K +$38.9K +213 +5%
HLOC
434
H.L. Ormond & Company
North Carolina
$807K +$807K +5,425 New
CCP
435
Clarkston Capital Partners
Michigan
$804K -$45.7K -250 -5%
FHA
436
First Horizon Advisors
Tennessee
$798K +$101K +554 +15%
ECAM
437
East Coast Asset Management
Massachusetts
$795K -$229K -1,250 -22%
AI
438
Accredited Investors
Minnesota
$785K
CT
439
Cambridge Trust
Massachusetts
$783K +$338K +1,850 +76%
SAM
440
Strategy Asset Managers
California
$770K -$318K -1,741 -29%
WP
441
WealthSource Partners
California
$769K +$6.77K +37 +0.9%
SWM
442
SeaCrest Wealth Management
New York
$765K +$25K +137 +3%
RWA
443
Ropes Wealth Advisors
Massachusetts
$761K
CWM
444
CIBC World Markets
New York
$760K -$438K -2,393 -37%
IWC
445
Integrated Wealth Concepts
Massachusetts
$753K +$8.59K +47 +1%
Renaissance Technologies
446
Renaissance Technologies
New York
$750K -$58.2M -318,300 -99%
PSUF
447
People's United Financial
Connecticut
$744K -$155K -850 -17%
UCFA
448
United Capital Financial Advisors
Texas
$741K -$6.76K -37 -0.9%
Bessemer Group
449
Bessemer Group
New Jersey
$737K +$272K +1,486 +58%
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$735K +$17K +93 +2%