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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 %
BCV
551
Banque Cantonale Vaudoise
Switzerland
$371K
SI
552
Stephens Inc
Arkansas
$370K -$67.7K -370 -15%
CWC
553
Carolinas Wealth Consulting
North Carolina
$368K +$89K +485 +32%
PDN
554
Pensionfund DSM Netherlands
Netherlands
$366K
ACM
555
Aquatic Capital Management
Illinois
$366K +$366K +2,000 New
MWM
556
Modera Wealth Management
New Jersey
$366K +$366K +2,003 New
PFO
557
Pathstone Family Office
New Jersey
$362K +$67.2K +366 +23%
AWM
558
Accurate Wealth Management
Florida
$361K +$10.6K +60 +3%
JF
559
JSF Financial
California
$361K +$361K +1,975 New
TCBWMS
560
Texas Capital Bank Wealth Management Services
Texas
$360K -$14.6K -80 -4%
EI
561
Ethic Inc
New York
$359K +$72.7K +397 +25%
FC
562
FORA Capital
Florida
$359K +$359K +1,962 New
IA
563
IndexIQ Advisors
New York
$353K -$12.6K -69 -3%
IRF
564
IBM Retirement Fund
New York
$351K -$238K -1,302 -40%
WFI
565
West Family Investments
California
$349K -$60.6K -331 -15%
CCP
566
Corient Capital Partners
California
$348K +$23.7K +130 +7%
MC
567
Machina Capital
France
$347K +$347K +1,900 New
EF
568
Empirical Finance
Pennsylvania
$345K +$100K +549 +41%
SCM
569
Spreng Capital Management
Ohio
$343K
RCM
570
Radnor Capital Management
Pennsylvania
$342K
AII
571
AGF Investments Inc
Ontario, Canada
$342K +$159K +870 +87%
MIM
572
Marco Investment Management
Georgia
$331K +$2.19K +12 +0.7%
MAM
573
Meeder Asset Management
Ohio
$331K +$50.1K +274 +18%
IAN
574
Integrated Advisors Network
Texas
$330K +$9.52K +52 +3%
AMIM
575
Aull & Monroe Investment Management
Alabama
$328K