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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 %
CFGS
626
Concourse Financial Group Securities
Alabama
$83.1K -$7.15K -53 -8%
CSWM
627
Cassady Schiller Wealth Management
Ohio
$82.9K +$82.9K +618 New
PCM
628
Penserra Capital Management
California
$81K +$6.77K +51 +9%
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$80.5K +$80.5K +600 New
PPC
630
Park Place Capital
Alabama
$80K +$80K +595 New
AAG
631
Armstrong Advisory Group
Massachusetts
$76.6K +$76.6K +571 New
BCWM
632
Bartlett & Co Wealth Management
Ohio
$75.4K +$1.08K +8 +1%
BC
633
Bartlett & Co
Ohio
$75K +$1.07K +8 +1%
QC
634
Quent Capital
New York
$72K +$5.91K +44 +9%
FFA
635
Farther Finance Advisors
California
$69.6K +$69.6K +519 New
VNA
636
Valley National Advisers
Pennsylvania
$67K
WOC
637
West Oak Capital
California
$67K
HCM
638
Highlander Capital Management
New Jersey
$67K
AA
639
Alta Advisers
United Kingdom
$67K
LWANC
640
Laurel Wealth Advisors (North Carolina)
North Carolina
$66.1K -$6.71K -50 -9%
LWA
641
Lowe Wealth Advisors
Maryland
$65.9K
CCA
642
Column Capital Advisors
Indiana
$65.6K +$19.6K +146 +43%
UCB
643
United Community Bank
South Carolina
$63.2K
NA
644
NewEdge Advisors
Louisiana
$63.1K +$15.9K +1,496 +34%
C
645
Covestor
United Kingdom
$62K -$1.2K -9 -2%
BSB
646
Bangor Savings Bank
Maine
$60K
PA
647
Parallel Advisors
California
$59.1K -$47.4K -353 -45%
OWA
648
One Wealth Advisors
California
$58.7K +$58.7K +438 New
Acadian Asset Management
649
Acadian Asset Management
Massachusetts
$58K
MA
650
MCF Advisors
Kentucky
$57.4K