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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 %
FTDI
501
First Trust Direct Indexing
Massachusetts
$513K +$17.9K +100 +4%
CIA
502
Compass Ion Advisors
Pennsylvania
$507K +$507K +2,834 New
Verition Fund Management
503
Verition Fund Management
Connecticut
$501K +$207K +1,155 +70%
P
504
Pitcairn
Pennsylvania
$498K +$42.4K +237 +9%
SB
505
Simmons Bank
Arkansas
$497K
CT
506
Chicago Trust
Illinois
$488K
BFS
507
Bradley Foster & Sargent
Connecticut
$488K
PWAG
508
Polaris Wealth Advisory Group
California
$485K +$485K +2,707 New
WA
509
WealthTrust Axiom
Pennsylvania
$480K
PCM
510
Prelude Capital Management
New York
$479K +$9.67K +54 +2%
HNB
511
Huntington National Bank
Ohio
$476K +$895 +5 +0.2%
AAM
512
AMI Asset Management
California
$473K -$30.8K -172 -6%
OAM
513
Ostrum Asset Management
France
$470K -$824K -4,603 -64%
AIMCA
514
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$466K
UH
515
Unigestion Holding
Switzerland
$465K -$140K -780 -23%
GC
516
Guggenheim Capital
Illinois
$456K -$90.6K -506 -17%
MG
517
Mather Group
Illinois
$450K +$1.61K +9 +0.4%
CCMG
518
Clark Capital Management Group
Pennsylvania
$448K +$537 +3 +0.1%
BBHC
519
Brown Brothers Harriman & Co
New York
$448K +$330K +1,842 +280%
IFU
520
iSAM Funds (UK)
United Kingdom
$447K +$22.6K +126 +5%
VFA
521
Voya Financial Advisors
Connecticut
$443K -$1.27K -7 -0.3%
T
522
TRUADVICE
Florida
$441K -$26.9K -152 -6%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$440K -$12.9K -72 -3%
SYBT
524
Stock Yards Bank & Trust
Kentucky
$437K +$9.85K +55 +2%
CPA
525
Court Place Advisors
Maryland
$434K