BR icon

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 %
GCMG
476
Gyroscope Capital Management Group
Florida
$605K -$117K -642 -16%
DBRC
477
D.B. Root & Company
Pennsylvania
$603K
V
478
Veritable
Delaware
$600K +$3.29K +18 +0.6%
SPA
479
Shore Point Advisors
New Jersey
$595K +$595K +3,257 New
BA
480
Bridgewater Advisors
New York
$594K
IEFM
481
IQ EQ Fund Management
Ireland
$594K +$37.6K +206 +7%
OSIA
482
O'Shares Investment Advisers
Massachusetts
$594K +$42.6K +233 +8%
TPCW
483
TD Private Client Wealth
New York
$588K -$56.3K -308 -9%
WFA
484
Websterrogers Financial Advisors
South Carolina
$587K +$587K +3,210 New
WA
485
Wealth Alliance
New York
$582K +$20.5K +112 +4%
AFG
486
Albion Financial Group
Utah
$578K +$217K +1,190 +60%
VF
487
Virtu Financial
New York
$568K +$568K +3,105 New
KRSITF
488
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$565K +$6.77K +37 +1%
ATC
489
Argent Trust Co
Tennessee
$550K -$3.65K -20 -0.7%
FA
490
FDx Advisors
Illinois
$550K +$36.5K +200 +7%
WSCM
491
Wellington Shields Capital Management
New York
$545K
AG
492
AlphaSimPlex Group
Massachusetts
$532K -$184K -1,008 -26%
BFA
493
Beaumont Financial Advisors
Massachusetts
$529K
DC
494
Davenport & Co
Virginia
$520K +$188K +1,028 +57%
SM
495
Sciencast Management
New Jersey
$518K +$518K +2,876 New
GWANC
496
Guardian Wealth Advisors (North Carolina)
North Carolina
$516K +$516K +2,823 New
NGA
497
Naples Global Advisors
Florida
$512K +$7.31K +40 +1%
FANJ
498
Financial Architects (New Jersey)
New Jersey
$503K -$84.6K -463 -14%
SPC
499
Sigma Planning Corp
Michigan
$496K +$40.2K +220 +9%
PWAG
500
Polaris Wealth Advisory Group
California
$495K