BR icon

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 %
Vontobel Holding
551
Vontobel Holding
Switzerland
$268K -$348K -2,375 -56%
SIC
552
Samalin Investment Counsel
New York
$267K +$1.47K +10 +0.6%
HCM
553
Hilton Capital Management
New York
$266K +$35.7K +266 +16%
MAP
554
Moody Aldrich Partners
Massachusetts
$264K -$293 -2 -0.1%
MIM
555
Marco Investment Management
Georgia
$264K
MSFS
556
Main Street Financial Solutions
Pennsylvania
$256K +$9.14K +62 +4%
CGL
557
Clarius Group LLC
Washington
$256K -$3.08K -21 -1%
SCM
558
Stonehearth Capital Management
Massachusetts
$255K
MFG
559
Merit Financial Group
Georgia
$255K +$255K +1,740 New
PA
560
Procyon Advisors
Connecticut
$254K
CAM
561
Campion Asset Management
Virginia
$254K +$254K +1,735 New
AP
562
Adero Partners
California
$253K +$253K +1,727 New
AIP
563
Ameritas Investment Partners
Nebraska
$252K +$293 +2 +0.1%
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$252K +1,718 New
RT
565
Rockland Trust
Massachusetts
$250K
T
566
TRUADVICE
Florida
$249K +$249K +1,710 New
Empower Advisory Group
567
Empower Advisory Group
Colorado
$248K +$248K +1,711 New
HKIMG
568
Hutchens & Kramer Investment Management Group
Indiana
$247K +$2.35K +16 +1%
MWP
569
Meredith Wealth Planning
Illinois
$247K
BJL
570
Brighton Jones LLC
Washington
$246K +$246K +1,681 New
KFSC
571
Keystone Financial Services (Colorado)
Colorado
$244K
EWM
572
Evercore Wealth Management
New York
$244K
BAAM
573
Baker Avenue Asset Management
California
$244K +$243K +1,660 +55,333%
VCM
574
Vivaldi Capital Management
Illinois
$243K -$5.28K -36 -2%
AIM
575
Anchor Investment Management
South Carolina
$242K