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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 %
BAM
626
Belpointe Asset Management
Nevada
$117K -$4.84K -33 -4%
CF
627
Centaurus Financial
California
$114K +$114K +776 New
TFA
628
Toth Financial Advisory
Virginia
$113K
WTC
629
WhitTier Trust Company
Nevada
$112K -$2.05K -14 -2%
HIA
630
Harbor Investment Advisory
Maryland
$111K -$1.61K -11 -1%
TFA
631
Transamerica Financial Advisors
Florida
$106K -$739 -5 -0.7%
FHA
632
First Horizon Advisors
Tennessee
$104K
HDIM
633
Hanson & Doremus Investment Management
Vermont
$103K
AAS
634
Ameritas Advisory Services
Nebraska
$102K +$102K +693 New
SAM
635
S.A. Mason
Michigan
$98.9K
BBHC
636
Brown Brothers Harriman & Co
New York
$98.9K +$2.35K +16 +2%
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$98.1K +$4.54K +31 +5%
EBA
638
Eagle Bay Advisors
New York
$97.6K +$50K +341 +105%
CFGS
639
Concourse Financial Group Securities
Alabama
$95.6K +$4.86K +33 +5%
C
640
Covestor
United Kingdom
$92K +$24K +164 +35%
PPC
641
Park Place Capital
Alabama
$90.6K +$3.37K +23 +4%
PCM
642
Penserra Capital Management
California
$88K -$289 -2 -0.3%
CSPIA
643
Cary Street Partners Investment Advisory
Virginia
$88K
CSWM
644
Cassady Schiller Wealth Management
Ohio
$87.9K -$2.64K -18 -3%
GFL
645
Granite FO LLC
New Hampshire
$87.2K +$87.2K +600 New
Capstone Investment Advisors
646
Capstone Investment Advisors
New York
$86.2K +$86.2K +588 New
AAG
647
Armstrong Advisory Group
Massachusetts
$83.7K
MIA
648
Milestone Investment Advisors
Wisconsin
$83.3K +$83.3K +568 New
BCWM
649
Bartlett & Co Wealth Management
Ohio
$82.3K
BC
650
Bartlett & Co
Ohio
$82K