BR icon

Broadridge

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HKIMG
576
Hutchens & Kramer Investment Management Group
Indiana
$224K -$8.45K -63 -4%
EWM
577
Evercore Wealth Management
New York
$223K -$46.1K -344 -17%
MC
578
Moors & Cabot
Massachusetts
$223K +$22.7K +169 +11%
ACM
579
Advisors Capital Management
New Jersey
$222K -$28.5K -213 -11%
AIM
580
Anchor Investment Management
South Carolina
$221K
MAM
581
Mystic Asset Management
Rhode Island
$221K
KeyBank National Association
582
KeyBank National Association
Ohio
$221K -$5.63K -42 -2%
MG
583
Meritage Group
California
$220K +$220K +1,643 New
MFG
584
Menard Financial Group
Texas
$218K +$218K +1,624 New
CWC
585
Carolinas Wealth Consulting
North Carolina
$217K
EWA
586
EP Wealth Advisors
California
$215K +$215K +1,602 New
AIM
587
Arcadia Investment Management
Michigan
$215K
SF
588
Synovus Financial
Georgia
$214K +$214K +1,592 New
GG
589
Gofen & Glossberg
Illinois
$212K +$8.59K +64 +4%
First Manhattan
590
First Manhattan
New York
$209K -$2.15K -16 -1%
VanEck Associates
591
VanEck Associates
New York
$202K +$202K +1,508 New
BCMO
592
Buckingham Capital Management (Ohio)
Ohio
$201K
HCM
593
Hudson Capital Management
New Jersey
$201K
WTA
594
Washington Trust Advisors
Massachusetts
$199K
S
595
SignatureFD
Georgia
$192K -$84.5K -630 -31%
OA
596
Operose Advisors
Wisconsin
$188K +$188K +1,400 New
HPC
597
HM Payson & Co
Maine
$187K -$29.9M -223,091 -99%
MCM
598
Manchester Capital Management
Vermont
$168K +$167K +1,243 +17,757%
KFI
599
Key Financial Inc
Pennsylvania
$167K
PCOC
600
Power Corp of Canada
Canada
$148K