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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
476
Atria Wealth Solutions
New York
$730K +$404K +1,958 +124%
CIBC World Market
477
CIBC World Market
Ontario, Canada
$724K +$724K +3,519 New
Squarepoint
478
Squarepoint
New York
$716K -$10.7M -51,773 -94%
HCM
479
Hilton Capital Management
New York
$715K +$478K +2,321 +201%
CIP
480
Convergence Investment Partners
Florida
$711K -$35.4K -172 -5%
GAM
481
Gotham Asset Management
New York
$706K -$3.69M -17,927 -84%
SAM
482
Sompo Asset Management
Japan
$697K -$574K -2,790 -45%
TPCW
483
TD Private Client Wealth
New York
$688K -$62.8K -305 -8%
Credit Agricole
484
Credit Agricole
France
$685K +$456K +2,218 +200%
BRWA
485
B. Riley Wealth Advisors
Florida
$683K -$303K -1,469 -31%
MFG
486
Menard Financial Group
Texas
$681K +$9.67K +47 +1%
DFG
487
Delta Financial Group
New Jersey
$678K
TMAM
488
Tokio Marine Asset Management
Japan
$674K +$55.1K +268 +9%
EA
489
Everpar Advisors
Oklahoma
$673K +$673K +3,271 New
MWM
490
Mission Wealth Management
California
$666K -$2.26K -11 -0.3%
DBRC
491
D.B. Root & Company
Pennsylvania
$665K -$3.5K -17 -0.5%
KCFA
492
Key Client Fiduciary Advisors
New Jersey
$662K
MMPW
493
Mitchell McLeod Pugh & Williams
Alabama
$660K
GA
494
Gateway Advisory
New Jersey
$651K -$11.7K -57 -2%
FB
495
Fulton Bank
Pennsylvania
$649K +$45.5K +221 +8%
FWM
496
Forza Wealth Management
Florida
$648K -$541K -2,629 -45%
MWM
497
MGB Wealth Management
Texas
$645K +$645K +3,135 New
OIA
498
OneDigital Investment Advisors
Kansas
$642K +$260K +1,264 +68%
SIC
499
Samalin Investment Counsel
New York
$632K +$8.64K +42 +1%
Capstone Investment Advisors
500
Capstone Investment Advisors
New York
$632K +$460K +2,238 +269%