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Broadridge

786 hedge funds and large institutions have $15.4B invested in Broadridge in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 294 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
87
Increased
294
Reduced
252
Closed
69
Calls
$6.37M
Puts
$7.94M
Net Calls
-$1.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
526
Central Trust Company
Missouri
$310K -$31.4K -214 -9%
RCM
527
Radnor Capital Management
Pennsylvania
$310K +$53.8K +367 +21%
PCOC
528
Power Corp of Canada
Canada
$310K +$155K +1,101 +100%
SI
529
Stephens Inc
Arkansas
$310K -$2.64K -18 -0.8%
EWM
530
Empirical Wealth Management
Washington
$304K +$53K +362 +21%
AFG
531
ABLE Financial Group
Arizona
$304K +$304K +2,074 New
SWM
532
Spire Wealth Management
Virginia
$303K -$12.8K -87 -4%
AWM
533
Aberdeen Wealth Management
Illinois
$303K -$18.3K -125 -6%
AG
534
AIA Group
Hong Kong
$303K -$28.1K -192 -8%
MA
535
Mutual Advisors
Nebraska
$302K +$302K +2,061 New
SM
536
Sciencast Management
New Jersey
$299K +$299K +1,956 New
IFS
537
Ifrah Financial Services
Arkansas
$297K -$7.62K -52 -3%
BIA
538
Benchmark Investment Advisors
Illinois
$293K
PTC
539
Private Trust Company
Ohio
$288K -$4.4K -30 -2%
AHB
540
Abner Herrman & Brock
New Jersey
$284K
CA
541
Continuum Advisory
Idaho
$284K +$284K +1,935 New
TCBWMS
542
Texas Capital Bank Wealth Management Services
Texas
$283K -$11.7K -80 -4%
MOS
543
MGO One Seven
Ohio
$281K -$87.1K -594 -24%
SPA
544
Shore Point Advisors
New Jersey
$275K
CI Investments Inc
545
CI Investments Inc
Ontario, Canada
$275K -$72.5K -495 -21%
LAM
546
LifePro Asset Management
California
$274K
JCM
547
Jacobsen Capital Management
Utah
$273K -$627K -4,281 -70%
SAM
548
Strategy Asset Managers
California
$271K -$4.84K -33 -2%
IWC
549
Integrated Wealth Concepts
Massachusetts
$270K +$270K +1,843 New
ACM
550
Advisors Capital Management
New Jersey
$269K +$25.5K +174 +10%