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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 %
SI
626
Stephens Inc
Arkansas
$256K -$50.7K -283 -17%
FAFN
627
First Affirmative Financial Network
Colorado
$254K +$254K +1,419 New
SC
628
Savant Capital
Illinois
$253K +$24.7K +138 +11%
MAS
629
Meeder Advisory Services
Ohio
$253K -$30.3K -169 -11%
CI
630
CX Institutional
Indiana
$252K +$3.04K +17 +1%
RWA
631
River Wealth Advisors
Pennsylvania
$249K -$5.19K -29 -2%
AMIM
632
Aull & Monroe Investment Management
Alabama
$249K -$2.69K -15 -1%
VA
633
Vident Advisory
Georgia
$249K +$249K +1,390 New
SFA
634
Souders Financial Advisors
Ohio
$248K -$537 -3 -0.2%
CICI
635
Capital Investment Counsel Inc
North Carolina
$247K
PA
636
Profund Advisors
Maryland
$244K -$7.52K -42 -3%
ACM
637
Advisors Capital Management
New Jersey
$243K -$13.2K -74 -5%
WPC
638
Wedmont Private Capital
Pennsylvania
$242K +$242K +1,331 New
AB
639
Atlas Brown
Kentucky
$242K
AC
640
Apella Capital
Connecticut
$240K
IA
641
IFG Advisory
Georgia
$238K +$238K +1,329 New
LFA
642
LGT Financial Advisors
Texas
$237K -$15.8K -88 -6%
SOW
643
State of Wyoming
Wyoming
$236K +$234K +1,305 +10,875%
EL
644
EWA LLC
Pennsylvania
$236K +$236K +1,326 New
HKIMG
645
Hutchens & Kramer Investment Management Group
Indiana
$236K -$64.2K -363 -21%
QPWM
646
Quadrant Private Wealth Management
Pennsylvania
$232K -$26.2K -146 -10%
EF
647
Empowered Funds
Pennsylvania
$231K +$231K +1,291 New
UW
648
Unique Wealth
Florida
$231K +$231K +1,289 New
CC
649
Courier Capital
New York
$231K
GWSG
650
GPS Wealth Strategies Group
Colorado
$227K +$179 +1 +0.1%