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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 %
KeyBank National Association
551
KeyBank National Association
Ohio
$236K +$4.56K +32 +2%
MAM
552
Mystic Asset Management
Rhode Island
$235K
OR
553
Olympiad Research
Connecticut
$235K +$1.57K +11 +0.7%
GWSG
554
GPS Wealth Strategies Group
Colorado
$233K -$10.7K -75 -4%
FHA
555
First Horizon Advisors
Tennessee
$233K -$3.69K -26 -2%
TMAM
556
Tokio Marine Asset Management
Japan
$231K -$179K -1,254 -44%
CWC
557
Carolinas Wealth Consulting
North Carolina
$231K -$42.3K -295 -15%
MFG
558
Menard Financial Group
Texas
$231K -$31.7K -222 -12%
AIM
559
Arcadia Investment Management
Michigan
$231K
PA
560
Pinnacle Associates
New York
$229K +$26.1K +183 +13%
Vontobel Holding
561
Vontobel Holding
Switzerland
$228K
HCM
562
Hudson Capital Management
New Jersey
$228K
CGL
563
Clarius Group LLC
Washington
$225K -$426K -2,990 -65%
First Manhattan
564
First Manhattan
New York
$224K
EWM
565
Evercore Wealth Management
New York
$223K
LNB
566
Ledyard National Bank
$220K -$5.66M -39,688 -96%
AG
567
AIA Group
Hong Kong
$218K +$218K +1,529 New
GG
568
Gofen & Glossberg
Illinois
$216K +$143 +1 +0.1%
RWA
569
River Wealth Advisors
Pennsylvania
$215K
VT
570
Vise Technologies
New York
$214K -$708K -4,979 -77%
CI
571
Cigna Investments
Connecticut
$214K -$76.6K -537 -26%
BCMO
572
Buckingham Capital Management (Ohio)
Ohio
$214K
WTA
573
Washington Trust Advisors
Massachusetts
$212K
FC
574
FORA Capital
Florida
$211K +$211K +1,482 New
AIP
575
Ameritas Investment Partners
Nebraska
$209K -$17K -119 -8%