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Broadridge

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
526
Heritage Wealth Advisors
Virginia
$304K
AG
527
AIA Group
Hong Kong
$303K +$181K +1,350 +149%
AP
528
Americana Partners
Texas
$302K -$6.71K -50 -2%
SWM
529
Segment Wealth Management
Texas
$301K
FNA
530
First National Advisers
Nebraska
$299K +$33.4K +249 +13%
SICM
531
Sustainable Insight Capital Management
New York
$295K -$40.2K -300 -12%
AWM
532
Aberdeen Wealth Management
Illinois
$294K
PMFA
533
Plante Moran Financial Advisors
Michigan
$294K +$134 +1 +0%
Wellington Management Group
534
Wellington Management Group
Massachusetts
$292K -$214K -1,592 -42%
SWM
535
Spire Wealth Management
Virginia
$289K -$268 -2 -0.1%
CWM
536
Connecticut Wealth Management
Connecticut
$289K +$46.7K +348 +19%
SI
537
Stephens Inc
Arkansas
$286K -$268 -2 -0.1%
FL
538
Fort LP
Maryland
$279K -$178K -1,325 -39%
IFS
539
Ifrah Financial Services
Arkansas
$279K -$134 -1 -0%
OPS
540
Orion Portfolio Solutions
Nebraska
$276K +$86.5K +645 +46%
SBH
541
Segall Bryant & Hamill
Illinois
$275K
LAM
542
LifePro Asset Management
California
$274K
TCBWMS
543
Texas Capital Bank Wealth Management Services
Texas
$270K +$15.4K +115 +6%
BIA
544
Benchmark Investment Advisors
Illinois
$268K
PTC
545
Private Trust Company
Ohio
$268K
TMAM
546
Tokio Marine Asset Management
Japan
$267K
MAS
547
Meeder Advisory Services
Ohio
$263K +$263K +1,960 New
OIA
548
OneDigital Investment Advisors
Kansas
$260K +$260K +1,939 New
AHB
549
Abner Herrman & Brock
New Jersey
$260K
AWM
550
Apollon Wealth Management
South Carolina
$257K -$134 -1 -0.1%