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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 %
GT
426
Glenmede Trust
Pennsylvania
$896K +$97.8K +546 +12%
VF
427
Virtu Financial
New York
$895K +$895K +4,999 New
CA
428
Cetera Advisors
Colorado
$893K +$386K +2,154 +76%
PFS
429
Prospera Financial Services
Texas
$883K -$68K -380 -7%
FP
430
Fiduciary Planning
Florida
$879K -$470K -2,624 -35%
MLICM
431
Metropolitan Life Insurance Company (MetLife)
New York
$875K -$45.7K -255 -5%
MYAM
432
Meiji Yasuda Asset Management
Japan
$868K +$528K +2,950 +155%
BRWA
433
B. Riley Wealth Advisors
Florida
$859K +$91K +506 +12%
Assenagon Asset Management
434
Assenagon Asset Management
Luxembourg
$850K -$2.49M -13,884 -75%
VPIM
435
Vanguard Personalized Indexing Management
California
$846K +$1.07K +6 +0.1%
NW
436
NewEdge Wealth
Pennsylvania
$837K +$91.3K +510 +12%
NB
437
Norinchukin Bank
Japan
$835K -$1.05M -5,851 -56%
SEC
438
Seven Eight Capital
New York
$833K +$833K +4,653 New
HKAM
439
Horizon Kinetics Asset Management
New York
$817K
1832 Asset Management
440
1832 Asset Management
Ontario, Canada
$815K +$23.1K +129 +3%
KFA
441
Kelleher Financial Advisors
New York
$806K
OTL
442
Oak Thistle LLC
New York
$805K +$551K +3,078 +217%
CFGS
443
Concourse Financial Group Securities
Alabama
$804K +$693K +3,855 +629%
AFG
444
ABLE Financial Group
Arizona
$802K +$326K +1,819 +68%
VAS
445
Vestmark Advisory Solutions
Massachusetts
$796K -$608K -3,397 -43%
SG Americas Securities
446
SG Americas Securities
New York
$793K -$1.82M -10,192 -70%
BAMF
447
BI Asset Management Fondsmaeglerselskab
Denmark
$789K -$225K -1,254 -22%
TCM
448
Tributary Capital Management
Nebraska
$771K +$54.6K +305 +8%
APF
449
Alaska Permanent Fund
Alaska
$770K -$2.89M -16,130 -79%
GWM
450
Guardian Wealth Management
Illinois
$767K -$19.3K -108 -2%