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Broadridge

786 hedge funds and large institutions have $15.4B invested in Broadridge in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 294 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
87
Increased
294
Reduced
252
Closed
69
Calls
$6.37M
Puts
$7.94M
Net Calls
-$1.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
426
Mount Yale Investment Advisors
Colorado
$653K -$541K -3,688 -45%
TRCT
427
Tower Research Capital (TRC)
New York
$652K +$30.2K +206 +5%
MYAM
428
Meiji Yasuda Asset Management
Japan
$646K -$1.43M -9,740 -69%
RWA
429
Ropes Wealth Advisors
Massachusetts
$634K +$10.7K +73 +2%
SP
430
Symmetry Partners
Connecticut
$631K
TCM
431
Tributary Capital Management
Nebraska
$620K +$142K +968 +30%
1832 Asset Management
432
1832 Asset Management
Ontario, Canada
$619K +$40.6K +277 +7%
DIP
433
DT Investment Partners
Pennsylvania
$616K
BRWA
434
B. Riley Wealth Advisors
Florida
$615K +$203K +1,377 +49%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$614K -$1.91K -13 -0.3%
UH
436
Unigestion Holding
Switzerland
$613K
AAS
437
Avantax Advisory Services
Texas
$611K +$26.8K +183 +5%
OSAM
438
O'Shaughnessy Asset Management
Connecticut
$600K -$38.4K -262 -6%
V
439
Veritable
Delaware
$599K -$1.03K -7 -0.2%
TW
440
TrinityPoint Wealth
Connecticut
$595K +$7.77K +53 +1%
FT
441
Fiduciary Trust
Massachusetts
$593K -$44K -300 -7%
VPIM
442
Vanguard Personalized Indexing Management
California
$591K -$440 -3 -0.1%
TFA
443
Teamwork Financial Advisors
Texas
$589K -$19.5K -133 -3%
ECAM
444
East Coast Asset Management
Massachusetts
$588K
BO
445
Bank OZK
Arkansas
$586K
Jane Street
446
Jane Street
New York
$566K +$566K +3,859 New
HNB
447
Huntington National Bank
Ohio
$562K -$40.9K -279 -7%
CMA
448
Cedar Mountain Advisors
Oregon
$547K +$440 +3 +0.1%
NMIMC
449
Northwestern Mutual Investment Management Company
Wisconsin
$542K +$1.61K +11 +0.3%
LCWP
450
Legacy Capital Wealth Partners
Arkansas
$541K +$541K +3,693 New