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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 %
RWA
601
River Wealth Advisors
Pennsylvania
$211K +$211K +1,439 New
MAS
602
Meeder Advisory Services
Ohio
$210K -$77.4K -528 -27%
FMAEN1
603
Fund Management at Engine No 1
California
$209K +$209K +1,429 New
AWS
604
Atria Wealth Solutions
New York
$207K +$207K +1,408 New
CI
605
Cigna Investments
Connecticut
$207K +$207K +1,410 New
CRC
606
Curi RMB Capital
Illinois
$207K +$207K +1,411 New
AMIM
607
Aull & Monroe Investment Management
Alabama
$206K +$206K +1,407 New
BFM
608
Boothbay Fund Management
New York
$206K -$416K -2,839 -67%
OA
609
Operose Advisors
Wisconsin
$205K
SOS
610
Silver Oak Securities
Tennessee
$203K +$203K +1,385 New
BP
611
Ballentine Partners
Massachusetts
$203K +$203K +1,383 New
HIC
612
Harvey Investment Company
Kentucky
$201K +$201K +1,368 New
S
613
SignatureFD
Georgia
$199K -$11.3K -77 -5%
T
614
TOBAM
France
$188K +$52.4K +357 +39%
O
615
Ossiam
France
$187K -$582K -3,971 -76%
MCM
616
Manchester Capital Management
Vermont
$183K +$147 +1 +0.1%
KFI
617
Key Financial Inc
Pennsylvania
$169K
HPC
618
HM Payson & Co
Maine
$168K -$36.6K -250 -18%
LJHT
619
Laurie J. Hall Trustee
$154K
AAP
620
Arax Advisory Partners
Colorado
$150K +$20.8K +142 +16%
GRP
621
Global Retirement Partners
California
$149K +$9.15K +59 +7%
TWM
622
Tradition Wealth Management
Minnesota
$142K +$128K +879 +945%
BTI
623
Blue Trust Inc
Georgia
$141K +$48.5K +360 +52%
VWM
624
Venturi Wealth Management
Texas
$124K +$124K +843 New
TCOV
625
Trust Company of Vermont
Vermont
$123K