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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 %
IIC
476
Ironwood Investment Counsel
Arizona
$433K -$17.8K -257 -4%
FTDI
477
First Trust Direct Indexing
Massachusetts
$424K +$2.49K +17 +0.6%
BFA
478
Beaumont Financial Advisors
Massachusetts
$424K +$2.79K +19 +0.7%
ARMT
479
Amica Retiree Medical Trust
Rhode Island
$423K -$233K -1,592 -36%
BFS
480
Bradley Foster & Sargent
Connecticut
$423K -$293 -2 -0.1%
AFG
481
Albion Financial Group
Utah
$422K +$24.8K +169 +6%
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$422K -$46.9K -320 -10%
FB
483
Fulton Bank
Pennsylvania
$422K -$24.3K -166 -5%
AAM
484
AMI Asset Management
California
$416K +$5.42K +37 +1%
SB
485
Simmons Bank
Arkansas
$407K +$21.8K +149 +6%
IC
486
IEQ Capital
California
$406K -$11.1K -76 -3%
BPC
487
Banque Pictet & Cie
Switzerland
$402K -$182K -1,243 -31%
CT
488
Chicago Trust
Illinois
$400K
ONB
489
Old National Bancorp
Indiana
$399K -$2.93K -20 -0.7%
CA
490
Cetera Advisors
Colorado
$399K +$37.1K +253 +10%
PWAG
491
Polaris Wealth Advisory Group
California
$397K
WA
492
WealthTrust Axiom
Pennsylvania
$393K
FIM
493
Freedom Investment Management
Connecticut
$388K -$56.4K -385 -13%
SPC
494
Sigma Planning Corp
Michigan
$386K +$22.9K +156 +6%
P
495
Pitcairn
Pennsylvania
$379K
Lido Advisors
496
Lido Advisors
California
$372K +$92.9K +634 +33%
Wealth Enhancement Advisory Services
497
Wealth Enhancement Advisory Services
Minnesota
$372K +$372K +2,535 New
PWMG
498
Prestige Wealth Management Group
New Jersey
$367K +$2.06K +14 +0.6%
AC
499
AXQ Capital
New Jersey
$366K +$366K +2,500 New
CCMG
500
Clark Capital Management Group
Pennsylvania
$364K +$364K +2,486 New