BR icon

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 %
IGAM
626
iA Global Asset Management
Quebec, Canada
$327K +$327K +1,590 New
DAS
627
Dynamic Advisor Solutions
Arizona
$324K +$8.45K +43 +3%
OL
628
Optas LLC
Texas
$322K +$11.7K +57 +4%
CWC
629
Carolinas Wealth Consulting
North Carolina
$321K -$826 -4 -0.3%
PA
630
Profund Advisors
Maryland
$319K +$38.7K +188 +14%
VA
631
Vident Advisory
Georgia
$318K +$31.7K +154 +11%
AIM
632
Anchor Investment Management
South Carolina
$317K -$22.6K -110 -7%
MGIA
633
Moneta Group Investment Advisors
Missouri
$316K -$1.65K -8 -0.5%
CRC
634
Curi RMB Capital
Illinois
$314K +$412 +2 +0.1%
TCBWMS
635
Texas Capital Bank Wealth Management Services
Texas
$314K -$16.5K -80 -5%
PWG
636
Portside Wealth Group
Utah
$311K +$8.64K +42 +3%
RT
637
Rockland Trust
Massachusetts
$311K
SVWAG
638
Sound View Wealth Advisors Group
Georgia
$310K
DT
639
Diversified Trust
Tennessee
$309K +$309K +1,504 New
BCMO
640
Buckingham Capital Management (Ohio)
Ohio
$309K
NPT
641
Nixon Peabody Trust
Massachusetts
$309K
Wolverine Trading
642
Wolverine Trading
Illinois
$308K +$308K +1,498 New
BP
643
Ballentine Partners
Massachusetts
$308K +$7.82K +38 +3%
TA
644
Tectonic Advisors
Texas
$307K -$50K -243 -14%
EWM
645
Evercore Wealth Management
New York
$307K -$25.5K -124 -8%
WTA
646
Washington Trust Advisors
Massachusetts
$306K
CCA
647
Cadent Capital Advisors
Oklahoma
$305K
EF
648
Empowered Funds
Pennsylvania
$299K +$33.1K +161 +12%
MYIA
649
Mount Yale Investment Advisors
Colorado
$295K -$79K -384 -21%
CGL
650
Clarius Group LLC
Washington
$290K -$25.5K -124 -8%