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Broadridge

772 hedge funds and large institutions have $15.6B invested in Broadridge in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 291 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-43
Holders Change %
-5.28%
% of All Funds
12.22%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
61
Increased
291
Reduced
276
Closed
96
Calls
$10.9M
Puts
$10.9M
Net Calls
-$1K
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Shares
Change %
VanEck Associates
626
VanEck Associates
New York
$109K +$109K +703 New
PCM
627
Penserra Capital Management
California
$107K -$3.24K -21 -3%
QT
628
Quantbot Technologies
New York
$106K +$106K +685 New
SAM
629
S.A. Mason
Michigan
$105K
WTC
630
WhitTier Trust Company
Nevada
$102K
LWANC
631
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K
MA
632
MUFG Americas
New York
$84K
Canada Pension Plan Investment Board
633
Canada Pension Plan Investment Board
Ontario, Canada
$82K +$77.8K +500 +1,852%
GLLW
634
Graves Light Lenhart Wealth
Virginia
$80K
WOC
635
West Oak Capital
California
$78K
HCM
636
Highlander Capital Management
New Jersey
$78K
Simplex Trading
637
Simplex Trading
Illinois
$78K +$78K +505 New
LWA
638
Lowe Wealth Advisors
Maryland
$76K
KSWA
639
Kathleen S. Wright Associates
Pennsylvania
$74K
SLWA
640
San Luis Wealth Advisors
California
$74K +$74K +405 New
UCB
641
United Community Bank
South Carolina
$73.3K -$7.01K -45 -9%
BFG
642
Baron Financial Group
New Jersey
$69K
Acadian Asset Management
643
Acadian Asset Management
Massachusetts
$68K
BCWM
644
Bartlett & Co Wealth Management
Ohio
$67.2K +$67.2K +430 New
BC
645
Bartlett & Co
Ohio
$67K +$67K +430 New
DCM
646
Dupont Capital Management
Delaware
$65K -$14.7K -95 -18%
DWA
647
Dougherty Wealth Advisers
Minnesota
$63K
VNA
648
Valley National Advisers
Pennsylvania
$63K +$63K +403 New
GWS
649
Glassman Wealth Services
Virginia
$61K +$3.92K +25 +7%
CLOS
650
Compagnie Lombard Odier SCmA
Switzerland
$58K