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Broadridge

787 hedge funds and large institutions have $15.3B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 260 increasing their positions, 284 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+28
Holders Change %
+3.69%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
260
Reduced
284
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
476
Mission Wealth Management
California
$491K +$4.76K +33 +1%
PAM
477
Paradigm Asset Management
New York
$491K -$72.2K -500 -13%
IIC
478
Ironwood Investment Counsel
Arizona
$490K -$95K -1,337 -16%
JF
479
JSF Financial
California
$488K +$488K +3,379 New
GCMG
480
Gyroscope Capital Management Group
Florida
$485K +$485K +3,360 New
FA
481
FDx Advisors
Illinois
$483K -$105K -727 -18%
DBRC
482
D.B. Root & Company
Pennsylvania
$476K
MMPW
483
Mitchell McLeod Pugh & Williams
Alabama
$473K +$88.3K +612 +23%
GA
484
Gateway Advisory
New Jersey
$465K
WFA
485
Websterrogers Financial Advisors
South Carolina
$463K
WPC
486
Wedmont Private Capital
Pennsylvania
$462K +$144K +995 +45%
WA
487
Wealth Alliance
New York
$461K -$55.6K -386 -11%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$461K +$59.1K +409 +15%
MAM
489
Meeder Asset Management
Ohio
$461K +$151K +1,048 +49%
PP
490
Prudential plc
United Kingdom
$454K +$54K +374 +13%
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$451K +$80.4K +557 +22%
TPCW
492
TD Private Client Wealth
New York
$450K -$5.48K -38 -1%
TCM
493
Tributary Capital Management
Nebraska
$449K -$43.6K -302 -9%
SPC
494
Sigma Planning Corp
Michigan
$449K -$29K -201 -6%
AC
495
Avestar Capital
New York
$449K -$26.5K -183 -6%
NW
496
NewEdge Wealth
Pennsylvania
$443K +$50.5K +350 +13%
AAS
497
Avantax Advisory Services
Texas
$436K +$50.8K +352 +13%
BF
498
BOK Financial
Oklahoma
$435K +$38.5K +267 +10%
Pacer Advisors
499
Pacer Advisors
Pennsylvania
$426K +$399K +2,762 +1,477%
BFS
500
Bradley Foster & Sargent
Connecticut
$417K