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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 %
SCM
601
Stonehearth Capital Management
Massachusetts
$289K -$22.4K -125 -7%
EWM
602
Evercore Wealth Management
New York
$289K -$8.95K -50 -3%
DAS
603
Dynamic Advisor Solutions
Arizona
$288K +$8.95K +50 +3%
TCBWMS
604
Texas Capital Bank Wealth Management Services
Texas
$288K +$17.9K +100 +7%
AIM
605
Arcadia Investment Management
Michigan
$286K
MAM
606
Mystic Asset Management
Rhode Island
$286K
AWS
607
Atria Wealth Solutions
New York
$283K +$16.4K +91 +6%
MGIA
608
Moneta Group Investment Advisors
Missouri
$277K +$277K +1,546 New
S
609
SignatureFD
Georgia
$275K +$25.6K +143 +10%
CGL
610
Clarius Group LLC
Washington
$275K -$44K -246 -14%
First Manhattan
611
First Manhattan
New York
$273K
CRC
612
Curi RMB Capital
Illinois
$273K -$4.48K -25 -2%
RT
613
Rockland Trust
Massachusetts
$271K -$4.66K -26 -2%
OL
614
Optas LLC
Texas
$270K +$51.4K +287 +24%
SVWAG
615
Sound View Wealth Advisors Group
Georgia
$269K +$5.73K +32 +2%
BCMO
616
Buckingham Capital Management (Ohio)
Ohio
$269K
NPT
617
Nixon Peabody Trust
Massachusetts
$269K +$269K +1,500 New
HCM
618
Hudson Capital Management
New Jersey
$267K -$1.79K -10 -0.7%
AAP
619
Arax Advisory Partners
Colorado
$266K +$44.8K +250 +20%
WTA
620
Washington Trust Advisors
Massachusetts
$266K
CWC
621
Carolinas Wealth Consulting
North Carolina
$266K -$11.8K -69 -4%
CCA
622
Cadent Capital Advisors
Oklahoma
$265K
PWG
623
Portside Wealth Group
Utah
$263K -$39.9K -223 -13%
GS
624
GTS Securities
New York
$262K +$262K +1,463 New
BP
625
Ballentine Partners
Massachusetts
$261K -$358 -2 -0.1%