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Broadridge

847 hedge funds and large institutions have $18.8B invested in Broadridge in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 288 increasing their positions, 323 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+36
Holders Change %
+4.44%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
288
Reduced
323
Closed
38
Calls
$24.7M
Puts
$18.1M
Net Calls
+$6.59M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
526
Vestcor Inc
New Brunswick, Canada
$432K -$1.1M -6,140 -72%
BCM
527
Bayesian Capital Management
New York
$430K +$430K +2,400 New
BP
528
BBR Partners
New York
$425K +$425K +2,371 New
ATC
529
Argent Trust Co
Tennessee
$423K +$5.37K +30 +1%
SPA
530
Sherbrooke Park Advisers
New York
$414K +$414K +2,312 New
CT
531
Cambridge Trust
Massachusetts
$414K
TFS
532
Thoroughbred Financial Services
Tennessee
$413K +$413K +2,311 New
JCM
533
Jacobi Capital Management
Pennsylvania
$406K +$5.19K +29 +1%
PA
534
Procyon Advisors
Connecticut
$406K -$16.3K -91 -4%
CFG
535
Citizens Financial Group
Rhode Island
$405K -$6.27K -35 -2%
HWA
536
Heritage Wealth Advisors
Virginia
$404K
EB
537
Exchange Bank
California
$403K
SWM
538
Segment Wealth Management
Texas
$402K
AWM
539
Apollon Wealth Management
South Carolina
$397K +$397K +2,217 New
WA
540
Wealth Alliance
New York
$390K -$25.2K -141 -6%
PMFA
541
Plante Moran Financial Advisors
Michigan
$390K
RMC
542
Resources Management Corp
Connecticut
$383K -$9.84K -55 -3%
OA
543
Operose Advisors
Wisconsin
$382K +$131K +734 +52%
CG
544
Caprock Group
Idaho
$379K +$104K +577 +38%
AC
545
Avestar Capital
New York
$376K -$40.1K -223 -10%
SWM
546
Spire Wealth Management
Virginia
$376K -$3.58K -20 -0.9%
EBA
547
Eagle Bay Advisors
New York
$376K +$256K +1,432 +215%
EI
548
Ellevest Inc
New York
$375K +$29.4K +164 +9%
RCM
549
Radnor Capital Management
Pennsylvania
$372K
MAP
550
Moody Aldrich Partners
Massachusetts
$372K +$64.2K +358 +21%