BR icon

Broadridge

759 hedge funds and large institutions have $14.6B invested in Broadridge in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 280 increasing their positions, 264 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-13
Holders Change %
-1.68%
% of All Funds
12.83%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
60
Increased
280
Reduced
264
Closed
62
Calls
$6.05M
Puts
$4.9M
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
601
Hanson & Doremus Investment Management
Vermont
$100K
PA
602
Parallel Advisors
California
$98K -$5.57K -39 -5%
SAM
603
S.A. Mason
Michigan
$96K
EI
604
Ellevest Inc
New York
$96K +$58.6K +409 +157%
EBA
605
Eagle Bay Advisors
New York
$94.9K +$45.3K +318 +91%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$94.4K -$36.6K -250 -28%
BBHC
607
Brown Brothers Harriman & Co
New York
$94K -$159K -1,118 -63%
WTC
608
WhitTier Trust Company
Nevada
$93K
TFA
609
Transamerica Financial Advisors
Florida
$84K +$84K +587 New
BC
610
Bartlett & Co
Ohio
$79K +$17.3K +121 +28%
BCWM
611
Bartlett & Co Wealth Management
Ohio
$78.9K +$17.3K +121 +28%
C
612
Covestor
United Kingdom
$78K -$52.4K -368 -40%
PCM
613
Penserra Capital Management
California
$77K -$20.9K -148 -21%
MA
614
MUFG Americas
New York
$77K
LWANC
615
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K
GLLW
616
Graves Light Lenhart Wealth
Virginia
$73K
VNA
617
Valley National Advisers
Pennsylvania
$73K +$12.5K +83 +21%
LS
618
Livforsakringsbolaget Skandia
Sweden
$71K -$128K -900 -64%
WOC
619
West Oak Capital
California
$71K
HCM
620
Highlander Capital Management
New Jersey
$71K
QC
621
Quent Capital
New York
$70K -$291K -2,048 -81%
LWA
622
Lowe Wealth Advisors
Maryland
$70K
KSWA
623
Kathleen S. Wright Associates
Pennsylvania
$68K
UCB
624
United Community Bank
South Carolina
$67.1K
BTI
625
Blue Trust Inc
Georgia
$67K +$67K +433 New