BR icon

Broadridge

787 hedge funds and large institutions have $15.3B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 260 increasing their positions, 284 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+28
Holders Change %
+3.69%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
260
Reduced
284
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
601
First Horizon Advisors
Tennessee
$218K -$18.1K -126 -8%
RWA
602
River Wealth Advisors
Pennsylvania
$218K
LNB
603
Ledyard National Bank
$217K -$5.78K -40 -3%
HCM
604
Hudson Capital Management
New Jersey
$216K -$14.4K -100 -6%
BCMO
605
Buckingham Capital Management (Ohio)
Ohio
$216K
MC
606
Moors & Cabot
Massachusetts
$216K +$216K +1,496 New
AMIM
607
Aull & Monroe Investment Management
Alabama
$215K -$28.8K -200 -12%
FF
608
FourThought Financial
Florida
$214K -$114K -794 -35%
HWM
609
HB Wealth Management
Georgia
$214K -$51.3K -356 -19%
WTA
610
Washington Trust Advisors
Massachusetts
$214K
CRC
611
Curi RMB Capital
Illinois
$211K -$721 -5 -0.3%
SVWAG
612
Sound View Wealth Advisors Group
Georgia
$211K
OL
613
Optas LLC
Texas
$209K +$1.43K +10 +0.7%
CI
614
Cigna Investments
Connecticut
$207K -$8.63K -60 -4%
EWM
615
Empirical Wealth Management
Washington
$206K -$49.3K -341 -19%
HI
616
Horizon Investments
North Carolina
$206K +$206K +1,428 New
OPS
617
Orion Portfolio Solutions
Nebraska
$204K +$204K +1,416 New
PGFC
618
Peapack-Gladstone Financial Corp
New Jersey
$204K +$204K +1,417 New
CAM
619
Campion Asset Management
Virginia
$203K
GA
620
Geller Advisors
New York
$202K +$202K +1,396 New
WIC
621
Willis Investment Counsel
Georgia
$202K +$202K +1,400 New
IA
622
IFP Advisors
Florida
$191K +$15.5K +252 +9%
TCOV
623
Trust Company of Vermont
Vermont
$179K +$50.9K +353 +40%
SOS
624
Silver Oak Securities
Tennessee
$174K -$57.6K -322 -25%
KFI
625
Key Financial Inc
Pennsylvania
$167K