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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 %
QCG
451
Quadrant Capital Group
Ohio
$732K +$218K +1,194 +42%
BO
452
Bank OZK
Arkansas
$731K
SFSG
453
Sound Financial Strategies Group
Mississippi
$726K -$11.1K -61 -2%
ACP
454
Ashfield Capital Partners
California
$725K
HNB
455
Huntington National Bank
Ohio
$722K +$40.8K +223 +6%
CAN
456
Cetera Advisor Networks
California
$712K -$6.76K -37 -0.9%
ARMT
457
Amica Retiree Medical Trust
Rhode Island
$691K
CMA
458
Cedar Mountain Advisors
Oregon
$680K +$548 +3 +0.1%
EAM
459
Eukles Asset Management
Ohio
$680K +$1.1K +6 +0.2%
ACM
460
Advisors Capital Management
New Jersey
$677K
PFS
461
Prospera Financial Services
Texas
$676K -$64.7K -354 -9%
SCA
462
Stokes Capital Advisors
South Carolina
$664K +$15.5K +85 +2%
GA
463
Gateway Advisory
New Jersey
$655K
VIA
464
Vident Investment Advisory
Georgia
$653K -$34.9K -191 -5%
PTP
465
Platform Technology Partners
New York
$647K
IIC
466
Ironwood Investment Counsel
Arizona
$633K +$2.37K +38 +0.4%
SB
467
Simmons Bank
Arkansas
$630K -$77K -421 -11%
DIP
468
DT Investment Partners
Pennsylvania
$626K -$155K -850 -20%
TW
469
TrinityPoint Wealth
Connecticut
$623K -$2.92K -16 -0.5%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$622K +$599K +3,276 +2,621%
MWM
471
Mission Wealth Management
California
$618K +$11.2K +61 +2%
DCM
472
Donaldson Capital Management
Indiana
$614K -$5.49K -30 -0.9%
IMRF
473
Illinois Municipal Retirement Fund
Illinois
$614K
Wellington Management Group
474
Wellington Management Group
Massachusetts
$609K +$13.7K +75 +2%
SFM
475
Signet Financial Management
New Jersey
$608K +$5.3K +29 +0.9%