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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 %
LJHT
601
Laurie J. Hall Trustee
$141K
CS
602
Comerica Securities
Michigan
$132K +$132K +978 New
MAM
603
Meeder Asset Management
Ohio
$131K -$298K -2,219 -69%
T
604
TOBAM
France
$124K +$47.5K +354 +62%
GRP
605
Global Retirement Partners
California
$121K +$10.5K +78 +9%
USCWA
606
U.S. Capital Wealth Advisors
Texas
$119K +$119K +890 New
AAP
607
Arax Advisory Partners
Colorado
$118K +$1.75K +13 +2%
TCOV
608
Trust Company of Vermont
Vermont
$113K -$54.1K -403 -32%
Dimensional Fund Advisors
609
Dimensional Fund Advisors
Texas
$112K +$492 +3,666 +0.4%
BAM
610
Belpointe Asset Management
Nevada
$112K +$112K +833 New
WTC
611
WhitTier Trust Company
Nevada
$104K +$16.5K +123 +19%
SBL
612
Sargent Bickham Lagudis
Colorado
$104K
TFA
613
Toth Financial Advisory
Virginia
$103K
HIA
614
Harbor Investment Advisory
Maryland
$103K
BTI
615
Blue Trust Inc
Georgia
$99K +$54.7K +379 +123%
Federated Hermes
616
Federated Hermes
Pennsylvania
$97.1K -$32.9K -245 -25%
TFA
617
Transamerica Financial Advisors
Florida
$97K +$12.1K +90 +14%
IA
618
IFP Advisors
Florida
$96K -$127K -1,765 -57%
FHA
619
First Horizon Advisors
Tennessee
$95K -$108K -806 -53%
HDIM
620
Hanson & Doremus Investment Management
Vermont
$94K
IAIM
621
Industrial Alliance Investment Management
Quebec, Canada
$93K +$93K +692 New
SAM
622
S.A. Mason
Michigan
$90.5K
BBHC
623
Brown Brothers Harriman & Co
New York
$88.4K
CT
624
Colonial Trust
South Carolina
$88.4K +$88.4K +659 New
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$86K +$2.16K +16 +3%