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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
601
Baker Avenue Asset Management
California
$350K +$1.65K +8 +0.5%
AA
602
ALPS Advisors
Colorado
$348K -$19.5K -95 -5%
MOS
603
MGO One Seven
Ohio
$347K -$1.65K -8 -0.5%
CI Investments Inc
604
CI Investments Inc
Ontario, Canada
$347K -$25.9K -126 -7%
PTC
605
Petrus Trust Company
Texas
$347K +$347K +1,686 New
MSFS
606
Main Street Financial Solutions
Pennsylvania
$345K +$1.24K +6 +0.4%
SCA
607
Snowden Capital Advisors
New York
$344K -$6.79K -33 -2%
NIM
608
NEOS Investment Management
Connecticut
$344K +$344K +1,670 New
SIA
609
Schear Investment Advisers
Ohio
$342K -$8.23K -40 -2%
FAFN
610
First Affirmative Financial Network
Colorado
$341K +$48.8K +237 +17%
APWM
611
Argonautica Private Wealth Management
Massachusetts
$340K -$1.65K -8 -0.5%
HWM
612
HB Wealth Management
Georgia
$338K -$15.4K -75 -4%
PTC
613
Private Trust Company
Ohio
$335K
PWMG
614
Prestige Wealth Management Group
New Jersey
$335K -$826 -4 -0.2%
EFMC
615
Empire Financial Management Company
New York
$334K
HFM
616
Harvest Fund Management
China
$334K
VCM
617
Vivaldi Capital Management
Illinois
$334K +$9.48K +49 +3%
KFSC
618
Keystone Financial Services (Colorado)
Colorado
$334K -$12.6K -61 -4%
AIP
619
Ameritas Investment Partners
Nebraska
$333K +$206 +1 +0.1%
SCM
620
Stonehearth Capital Management
Massachusetts
$332K
FA
621
FDx Advisors
Illinois
$330K -$52.1K -253 -14%
AIM
622
Arcadia Investment Management
Michigan
$329K
MAM
623
Mystic Asset Management
Rhode Island
$329K
S
624
SignatureFD
Georgia
$328K +$11.9K +58 +4%
NP
625
Nilsine Partners
Colorado
$327K -$386K -1,875 -54%