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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 %
BCV
426
Banque Cantonale Vaudoise
Switzerland
$607K
PMEF
427
Point72 Middle East FZE
United Arab Emirates
$607K +$607K +4,524 New
KFA
428
Kelleher Financial Advisors
New York
$604K
Wealthfront Advisers
429
Wealthfront Advisers
California
$602K -$331K -2,465 -35%
ARMT
430
Amica Retiree Medical Trust
Rhode Island
$601K +$67.4K +502 +13%
MC
431
Machina Capital
France
$596K +$369K +2,754 +163%
GT
432
Glenmede Trust
Pennsylvania
$586K +$290K +2,161 +98%
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$584K -$82.1K -612 -12%
FT
434
Fiduciary Trust
Massachusetts
$583K -$53.4K -398 -8%
SP
435
Symmetry Partners
Connecticut
$578K -$66.4K -495 -10%
UH
436
Unigestion Holding
Switzerland
$577K
DIP
437
DT Investment Partners
Pennsylvania
$573K
RWA
438
Ropes Wealth Advisors
Massachusetts
$571K +$24.7K +184 +5%
BFM
439
Boothbay Fund Management
New York
$569K +$348K +2,595 +157%
TRCT
440
Tower Research Capital (TRC)
New York
$568K -$1.21M -9,020 -68%
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$563K
Vontobel Holding
442
Vontobel Holding
Switzerland
$561K +$350K +2,621 +165%
SS
443
Simplicity Solutions
Minnesota
$558K -$59.3K -442 -10%
TFA
444
Teamwork Financial Advisors
Texas
$556K -$12.7K -95 -2%
HNB
445
Huntington National Bank
Ohio
$552K +$6.3K +47 +1%
V
446
Veritable
Delaware
$549K +$39.2K +292 +8%
VPIM
447
Vanguard Personalized Indexing Management
California
$541K -$250K -1,862 -32%
ECAM
448
East Coast Asset Management
Massachusetts
$538K
TW
449
TrinityPoint Wealth
Connecticut
$537K +$29.9K +223 +6%
BO
450
Bank OZK
Arkansas
$537K