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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 %
SWK
501
Stephen W. Kidder
$628K
DAC
502
Dividend Assets Capital
South Carolina
$627K -$81.7K -397 -12%
PTP
503
Platform Technology Partners
New York
$626K
ATPW
504
Ashton Thomas Private Wealth
Arizona
$616K +$1.65K +8 +0.3%
IC
505
IEQ Capital
California
$611K -$29.2K -142 -5%
CIA
506
Compass Ion Advisors
Pennsylvania
$607K +$23.5K +114 +4%
ONB
507
Old National Bancorp
Indiana
$607K -$71K -345 -10%
BFS
508
Bradley Foster & Sargent
Connecticut
$606K -$206 -1 -0%
FTDI
509
First Trust Direct Indexing
Massachusetts
$604K +$14.2K +69 +2%
BFA
510
Beaumont Financial Advisors
Massachusetts
$602K +$2.26K +11 +0.4%
IA
511
IFG Advisory
Georgia
$595K +$322K +1,563 +118%
AFG
512
Albion Financial Group
Utah
$595K
GC
513
Guggenheim Capital
Illinois
$593K +$68.9K +335 +13%
Twin Tree Management
514
Twin Tree Management
Texas
$584K -$1.83M -8,909 -76%
SB
515
Simmons Bank
Arkansas
$571K
MG
516
Mather Group
Illinois
$570K +$53.1K +258 +10%
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
$569K +$392K +1,903 +220%
P
518
Pitcairn
Pennsylvania
$569K -$3.09K -15 -0.5%
AAM
519
AMI Asset Management
California
$563K +$19.3K +94 +4%
IMCOOI
520
Investment Management Corp of Ontario (IMCO)
Canada
$561K +$561K +2,729 New
CT
521
Chicago Trust
Illinois
$561K
SEC
522
Seven Eight Capital
New York
$559K -$398K -1,934 -42%
FI
523
FJ Investments
Utah
$557K +$557K +2,709 New
WA
524
WealthTrust Axiom
Pennsylvania
$552K
Public Sector Pension Investment Board (PSP Investments)
525
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$551K -$2.05M -9,941 -79%