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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 %
IEFM
451
IQ EQ Fund Management
Ireland
$539K
MGP
452
Metis Global Partners
California
$536K +$178K +1,214 +50%
QCG
453
Quadrant Capital Group
Ohio
$534K -$49.4K -337 -8%
TPCW
454
TD Private Client Wealth
New York
$531K +$89.8K +613 +20%
EAM
455
Eukles Asset Management
Ohio
$526K -$3.66K -25 -0.7%
AI
456
Accredited Investors
Minnesota
$523K
NP
457
Nilsine Partners
Colorado
$518K +$518K +3,534 New
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$510K +$32.8K +224 +7%
IMOV
459
Investment Management of Virginia
Virginia
$499K -$70.4K -480 -12%
MWM
460
Mission Wealth Management
California
$496K +$147 +1 +0%
Fiera Capital (Canada)
461
Fiera Capital (Canada)
Quebec, Canada
$485K -$14.7K -100 -3%
DBRC
462
D.B. Root & Company
Pennsylvania
$484K
KCFA
463
Key Client Fiduciary Advisors
New Jersey
$477K
DFG
464
Delta Financial Group
New Jersey
$473K
GA
465
Gateway Advisory
New Jersey
$472K
PFO
466
Pathstone Family Office
New Jersey
$471K -$1.44M -9,274 -75%
WFA
467
Websterrogers Financial Advisors
South Carolina
$470K
MMPW
468
Mitchell McLeod Pugh & Williams
Alabama
$470K -$10.7K -73 -2%
EWA
469
EP Wealth Advisors
California
$469K +$408K +10,757 +671%
PTP
470
Platform Technology Partners
New York
$464K -$58.6K -400 -11%
EF
471
Empirical Finance
Pennsylvania
$458K +$23K +157 +5%
IG
472
ING Group
Netherlands
$454K +$454K +3,099 New
SWK
473
Stephen W. Kidder
$447K
PTC
474
Petrus Trust Company
Texas
$446K -$91.6K -625 -17%
LNC
475
Lincoln National Corp
Pennsylvania
$440K +$83.6K +570 +23%