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Broadridge

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
651
Sentry Investment Management
Wisconsin
$181K
HCP
652
Hexagon Capital Partners
Arkansas
$171K +$732 +4 +0.4%
NR
653
Newfound Research
Massachusetts
$155K +$26.6K +145 +21%
TCOV
654
Trust Company of Vermont
Vermont
$155K +$155K +849 New
AAP
655
Arax Advisory Partners
Colorado
$146K +$15.5K +85 +12%
TFA
656
Toth Financial Advisory
Virginia
$141K
SBL
657
Sargent Bickham Lagudis
Colorado
$141K
PA
658
Parallel Advisors
California
$138K +$45.1K +246 +49%
HIA
659
Harbor Investment Advisory
Maryland
$137K +$135K +740 +6,727%
PCM
660
Penserra Capital Management
California
$130K +$18.4K +101 +16%
HDIM
661
Hanson & Doremus Investment Management
Vermont
$128K
SAM
662
S.A. Mason
Michigan
$123K
WTC
663
WhitTier Trust Company
Nevada
$119K
TWC
664
TD Waterhouse Canada
Ontario, Canada
$116K +$116K +645 New
CF
665
Centaurus Financial
California
$114K
CSWM
666
Cassady Schiller Wealth Management
Ohio
$110K +$110K +602 New
GA
667
GraniteShares Advisors
New York
$101K +$101K +556 New
LWANC
668
Laurel Wealth Advisors (North Carolina)
North Carolina
$99K
MA
669
MUFG Americas
New York
$98K
UCB
670
United Community Bank
South Carolina
$94.3K +$94.3K +516 New
DCM
671
Dupont Capital Management
Delaware
$94K -$16.1K -88 -15%
GLLW
672
Graves Light Lenhart Wealth
Virginia
$94K +$68.1K +373 +263%
T
673
TOBAM
France
$93K +$6.96K +38 +8%
WOC
674
West Oak Capital
California
$91K
HCM
675
Highlander Capital Management
New Jersey
$91K