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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 %
DIP
451
DT Investment Partners
Pennsylvania
$765K
AAS
452
Avantax Advisory Services
Texas
$758K -$13.1K -73 -2%
KRSITF
453
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$752K -$5.91K -33 -0.8%
RWA
454
Ropes Wealth Advisors
Massachusetts
$743K -$31.5K -176 -4%
SF
455
Summit Financial
New Jersey
$740K -$13.8K -77 -2%
PAG
456
Private Advisor Group
New Jersey
$736K -$6.27K -35 -0.8%
TW
457
TrinityPoint Wealth
Connecticut
$732K +$179 +1 +0%
TFA
458
Teamwork Financial Advisors
Texas
$721K +$16.1K +90 +2%
DF
459
Donoghue Forlines
Massachusetts
$720K +$720K +4,022 New
BFO
460
Biltmore Family Office
North Carolina
$719K
ECAM
461
East Coast Asset Management
Massachusetts
$719K
BO
462
Bank OZK
Arkansas
$716K
EF
463
Empirical Finance
Pennsylvania
$707K +$71.4K +399 +11%
SP
464
Symmetry Partners
Connecticut
$692K -$79.2K -442 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
465
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$684K +$337K +1,884 +97%
LCWP
466
Legacy Capital Wealth Partners
Arkansas
$671K +$671K +3,746 New
IEFM
467
IQ EQ Fund Management
Ireland
$668K
NMIMC
468
Northwestern Mutual Investment Management Company
Wisconsin
$668K +$1.43K +8 +0.2%
QCG
469
Quadrant Capital Group
Ohio
$664K +$13.1K +73 +2%
CMA
470
Cedar Mountain Advisors
Oregon
$657K -$12.4K -69 -2%
EAM
471
Eukles Asset Management
Ohio
$655K +$6.27K +35 +1%
TPCW
472
TD Private Client Wealth
New York
$654K +$19.9K +111 +3%
FT
473
Fiduciary Trust
Massachusetts
$651K +$26.9K +150 +4%
CIP
474
Convergence Investment Partners
Florida
$650K +$650K +3,628 New
AI
475
Accredited Investors
Minnesota
$639K