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Broadridge

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
526
Heritage Wealth Advisors
Virginia
$438K -$365 -2 -0.1%
OPPTF
527
OPSEU Pension Plan Trust Fund
Ontario, Canada
$435K +$5.04K +28 +1%
DDC
528
DF Dent & Co
Maryland
$432K -$16.8K -92 -4%
FF
529
FourThought Financial
Florida
$431K -$14.8K -81 -3%
Lido Advisors
530
Lido Advisors
California
$428K +$63K +345 +17%
HCM
531
Hilton Capital Management
New York
$425K +$14.8K +81 +4%
AP
532
Advisors Preferred
Maryland
$421K -$32K -177 -7%
AP
533
Americana Partners
Texas
$411K
ONB
534
Old National Bancorp
Indiana
$411K +$93.5K +512 +29%
TMAM
535
Tokio Marine Asset Management
Japan
$410K -$258K -1,414 -39%
SWM
536
Segment Wealth Management
Texas
$410K
PVH
537
Psagot Value Holdings
Israel
$409K
E
538
Ergoteles
New York
$408K +$53.7K +294 +15%
MOS
539
MGO One Seven
Ohio
$404K +$404K +2,208 New
AWM
540
Aberdeen Wealth Management
Illinois
$401K
IFS
541
Ifrah Financial Services
Arkansas
$398K -$1.46K -8 -0.4%
AA
542
ALPS Advisors
Colorado
$396K +$4.39K +24 +1%
Nomura Holdings
543
Nomura Holdings
Japan
$395K -$239K -1,307 -38%
AAM
544
AMI Asset Management
California
$393K +$51.2K +280 +15%
FTDI
545
First Trust Direct Indexing
Massachusetts
$388K +$18.1K +99 +5%
KeyBank National Association
546
KeyBank National Association
Ohio
$381K +$59.8K +327 +19%
PL
547
Pluribus Labs
California
$381K +$381K +2,086 New
MFG
548
Menard Financial Group
Texas
$380K +$64.1K +351 +20%
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$377K +$377K +2,061 New
LAM
550
LifePro Asset Management
California
$373K