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Broadridge

759 hedge funds and large institutions have $14.6B invested in Broadridge in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 280 increasing their positions, 264 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-13
Holders Change %
-1.68%
% of All Funds
12.83%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
60
Increased
280
Reduced
264
Closed
62
Calls
$6.05M
Puts
$4.9M
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
TCBWMS
526
Texas Capital Bank Wealth Management Services
Texas
$272K -$5.71K -40 -2%
SCM
527
Spreng Capital Management
Ohio
$272K
SPA
528
Shore Point Advisors
New Jersey
$268K
S
529
SignatureFD
Georgia
$265K +$48.4K +340 +22%
HWM
530
HB Wealth Management
Georgia
$262K +$18.7K +131 +8%
MAP
531
Moody Aldrich Partners
Massachusetts
$260K -$2.85K -20 -1%
SCM
532
Stonehearth Capital Management
Massachusetts
$260K +$260K +1,740 New
ACM
533
Advisors Capital Management
New Jersey
$259K -$266K -1,869 -51%
SIC
534
Samalin Investment Counsel
New York
$259K
MIM
535
Marco Investment Management
Georgia
$257K
HKIMG
536
Hutchens & Kramer Investment Management Group
Indiana
$256K -$1.91K -13 -0.7%
EWM
537
Empirical Wealth Management
Washington
$252K +$48.3K +339 +24%
WTB
538
Washington Trust Bank
Washington
$251K
VCM
539
Vivaldi Capital Management
Illinois
$251K +$14.7K +103 +6%
PFBT
540
Parkside Financial Bank & Trust
Missouri
$251K +$16.1K +113 +7%
RCM
541
Radnor Capital Management
Pennsylvania
$249K -$17.8K -125 -7%
FCI
542
Financial Counselors Inc
Kansas
$249K +$249K +1,746 New
MGP
543
Metis Global Partners
California
$248K -$15.4K -108 -6%
MOS
544
MGO One Seven
Ohio
$248K +$8.4K +59 +4%
JG
545
Jefferies Group
New York
$243K +$243K +1,702 New
AMIM
546
Aull & Monroe Investment Management
Alabama
$242K
FNA
547
First National Advisers
Nebraska
$242K +$242K +1,699 New
Cerity Partners
548
Cerity Partners
New York
$241K +$241K +1,695 New
AC
549
Apella Capital
Connecticut
$238K
AIM
550
Anchor Investment Management
South Carolina
$238K