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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 %
AA
576
ALPS Advisors
Colorado
$320K -$95.8K -535 -23%
GRP
577
Global Retirement Partners
California
$317K -$33.7K -188 -10%
AWP
578
Ascent Wealth Partners
New York
$314K +$40.5K +226 +15%
CAM
579
Campion Asset Management
Virginia
$311K
TA
580
Tectonic Advisors
Texas
$310K +$310K +1,734 New
BJL
581
Brighton Jones LLC
Washington
$310K +$179 +1 +0.1%
AP
582
Adero Partners
California
$310K +$358 +2 +0.1%
HWM
583
HB Wealth Management
Georgia
$307K +$61.2K +342 +25%
SAM
584
Strategy Asset Managers
California
$307K -$30.3K -169 -9%
SCA
585
Snowden Capital Advisors
New York
$305K -$2.4M -13,398 -89%
SIA
586
Schear Investment Advisers
Ohio
$305K -$78.4K -438 -20%
MOS
587
MGO One Seven
Ohio
$304K -$43.9K -245 -13%
FMAEN1
588
Fund Management at Engine No 1
California
$303K +$28.1K +157 +10%
BAAM
589
Baker Avenue Asset Management
California
$303K +$5.19K +29 +2%
LGF
590
LGT Group Foundation
Liechtenstein
$301K +$301K +1,702 New
KFSC
591
Keystone Financial Services (Colorado)
Colorado
$301K -$4.3K -24 -1%
VCM
592
Vivaldi Capital Management
Illinois
$300K +$2.69K +15 +0.9%
MSFS
593
Main Street Financial Solutions
Pennsylvania
$299K -$12.9K -72 -4%
APWM
594
Argonautica Private Wealth Management
Massachusetts
$297K +$5.91K +33 +2%
AIM
595
Anchor Investment Management
South Carolina
$295K
PWMG
596
Prestige Wealth Management Group
New Jersey
$292K -$23.2K -129 -7%
PTC
597
Private Trust Company
Ohio
$292K -$60K -335 -17%
EFMC
598
Empire Financial Management Company
New York
$291K
HFM
599
Harvest Fund Management
China
$290K +$220K +1,228 +312%
AIP
600
Ameritas Investment Partners
Nebraska
$290K -$18.4K -103 -6%