BR icon

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 %
AWM
551
Aberdeen Wealth Management
Illinois
$370K
LAM
552
LifePro Asset Management
California
$365K
CA
553
Continuum Advisory
Idaho
$364K +$7.52K +42 +2%
IFS
554
Ifrah Financial Services
Arkansas
$363K -$6.45K -36 -2%
CTC
555
Central Trust Company
Missouri
$362K
BIA
556
Benchmark Investment Advisors
Illinois
$358K
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$353K +$14.7K +82 +4%
Wellington Management Group
558
Wellington Management Group
Massachusetts
$352K +$90.2K +504 +34%
SPC
559
Sigma Planning Corp
Michigan
$347K -$17.7K -99 -5%
OR
560
Olympiad Research
Connecticut
$342K -$93.8K -524 -22%
SPA
561
Shore Point Advisors
New Jersey
$336K
HI
562
Horizon Investments
North Carolina
$335K +$19.2K +107 +6%
SIS
563
Strategic Investment Solutions
Illinois
$335K +$329K +1,860 +6,200%
IIC
564
Ironwood Investment Counsel
Arizona
$334K -$4.88K -84 -1%
OIA
565
OneDigital Investment Advisors
Kansas
$332K -$3.76K -21 -1%
FA
566
FDx Advisors
Illinois
$332K -$219K -1,224 -40%
Vontobel Holding
567
Vontobel Holding
Switzerland
$328K
MYIA
568
Mount Yale Investment Advisors
Colorado
$325K
CI Investments Inc
569
CI Investments Inc
Ontario, Canada
$324K +$9.84K +55 +3%
GSEP
570
Golden State Equity Partners
California
$323K +$72.9K +407 +29%
MIM
571
Marco Investment Management
Georgia
$322K
VSQM
572
V-Square Quantitative Management
Illinois
$322K +$194K +1,084 +152%
FIM
573
Freedom Investment Management
Connecticut
$322K -$101K -565 -24%
EWM
574
Empirical Wealth Management
Washington
$320K -$28.3K -158 -8%
BFM
575
Boothbay Fund Management
New York
$320K +$320K +1,786 New