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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 %
NP
476
Nilsine Partners
Colorado
$621K -$15.6K -87 -2%
DAC
477
Dividend Assets Capital
South Carolina
$617K -$179K -999 -22%
DFG
478
Delta Financial Group
New Jersey
$590K +$11.6K +65 +2%
ONB
479
Old National Bancorp
Indiana
$590K -$179 -1 -0%
MFG
480
Menard Financial Group
Texas
$584K +$276K +1,542 +90%
DBRC
481
D.B. Root & Company
Pennsylvania
$582K
MWM
482
Mission Wealth Management
California
$581K -$24.2K -135 -4%
GA
483
Gateway Advisory
New Jersey
$577K
KCFA
484
Key Client Fiduciary Advisors
New Jersey
$576K -$7.34K -41 -1%
WFA
485
Websterrogers Financial Advisors
South Carolina
$575K
MMPW
486
Mitchell McLeod Pugh & Williams
Alabama
$574K
PTP
487
Platform Technology Partners
New York
$567K
BCV
488
Banque Cantonale Vaudoise
Switzerland
$560K -$484K -2,704 -46%
SIA
489
SeaBridge Investment Advisors
New Jersey
$558K +$558K +3,114 New
IC
490
IEQ Capital
California
$557K +$75.4K +421 +16%
QCM
491
QRG Capital Management
Illinois
$556K +$556K +3,105 New
LNC
492
Lincoln National Corp
Pennsylvania
$547K -$537 -3 -0.1%
SWK
493
Stephen W. Kidder
$546K
SIC
494
Samalin Investment Counsel
New York
$542K -$45.3K -253 -8%
TMAM
495
Tokio Marine Asset Management
Japan
$539K +$49.6K +277 +10%
ATPW
496
Ashton Thomas Private Wealth
Arizona
$534K +$114K +635 +27%
FB
497
Fulton Bank
Pennsylvania
$525K +$20.2K +113 +4%
MFG
498
Merit Financial Group
Georgia
$524K +$155K +868 +42%
BFA
499
Beaumont Financial Advisors
Massachusetts
$522K +$1.07K +6 +0.2%
AFG
500
Albion Financial Group
Utah
$517K +$1.79K +10 +0.3%