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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 %
CWC
576
Carolinas Wealth Consulting
North Carolina
$240K +$2.8K +19 +1%
HI
577
Horizon Investments
North Carolina
$239K +$239K +1,630 New
EFMC
578
Empire Financial Management Company
New York
$238K +$238K +1,624 New
FIA
579
Foundations Investment Advisors
Arizona
$238K +$238K +1,621 New
MAM
580
Mystic Asset Management
Rhode Island
$235K -$7.33K -50 -3%
AIM
581
Arcadia Investment Management
Michigan
$235K
GWSG
582
GPS Wealth Strategies Group
Colorado
$227K +$227K +1,550 New
KeyBank National Association
583
KeyBank National Association
Ohio
$227K -$14.1K -96 -6%
First Manhattan
584
First Manhattan
New York
$224K -$4.25K -29 -2%
DAS
585
Dynamic Advisor Solutions
Arizona
$222K +$222K +1,515 New
CT
586
Colonial Trust
South Carolina
$222K +$125K +855 +130%
APWM
587
Argonautica Private Wealth Management
Massachusetts
$220K -$25.2K -172 -10%
HCM
588
Hudson Capital Management
New Jersey
$220K
BCMO
589
Buckingham Capital Management (Ohio)
Ohio
$220K
SG
590
StoneX Group
New York
$219K +$219K +1,488 New
LFA
591
LGT Financial Advisors
Texas
$219K +$219K +1,494 New
OIA
592
OneDigital Investment Advisors
Kansas
$219K -$65.4K -446 -23%
MG
593
Mather Group
Illinois
$218K -$263K -1,798 -55%
WTA
594
Washington Trust Advisors
Massachusetts
$218K
AI
595
Atom Investors
Texas
$216K +$216K +1,477 New
OL
596
Optas LLC
Texas
$216K +$216K +1,472 New
SVWAG
597
Sound View Wealth Advisors Group
Georgia
$214K -$6.6K -45 -3%
AWM
598
Apollon Wealth Management
South Carolina
$213K -$67.6K -461 -24%
QPWM
599
Quadrant Private Wealth Management
Pennsylvania
$212K +$212K +1,439 New
PGFC
600
Peapack-Gladstone Financial Corp
New Jersey
$211K +$211K +1,417 New