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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 %
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$364K +$7.77K +53 +2%
VFA
502
Voya Financial Advisors
Connecticut
$360K +$13.2K +91 +4%
Verition Fund Management
503
Verition Fund Management
Connecticut
$359K +$113K +774 +46%
CPA
504
Court Place Advisors
Maryland
$356K
CFG
505
Citizens Financial Group
Rhode Island
$345K +$345K +2,345 New
CT
506
Cambridge Trust
Massachusetts
$345K
Man Group
507
Man Group
United Kingdom
$344K -$1.23M -9,151 Closed
ATC
508
Argent Trust Co
Tennessee
$342K
AA
509
ALPS Advisors
Colorado
$337K +$337K +2,300 New
SYBT
510
Stock Yards Bank & Trust
Kentucky
$337K
TMAM
511
Tokio Marine Asset Management
Japan
$337K +$44.9K +306 +15%
WA
512
Wealth Alliance
New York
$337K +$62K +423 +23%
AC
513
Avestar Capital
New York
$335K -$22.2K -151 -6%
IAIM
514
Industrial Alliance Investment Management
Quebec, Canada
$333K +$231K +1,578 +228%
HWA
515
Heritage Wealth Advisors
Virginia
$331K -$2.05K -14 -0.6%
AP
516
Americana Partners
Texas
$330K
FNA
517
First National Advisers
Nebraska
$329K +$1.91K +13 +0.6%
SIA
518
Schear Investment Advisers
Ohio
$329K -$6.3K -43 -2%
SWM
519
Segment Wealth Management
Texas
$329K
FA
520
FDx Advisors
Illinois
$328K
SBH
521
Segall Bryant & Hamill
Illinois
$323K +$22.2K +152 +7%
PMFA
522
Plante Moran Financial Advisors
Michigan
$321K -$147 -1 -0%
CWM
523
Connecticut Wealth Management
Connecticut
$315K
VIA
524
Vident Investment Advisory
Georgia
$313K +$313K +2,134 New
JCM
525
Jacobi Capital Management
Pennsylvania
$313K +$313K +2,134 New