BR icon

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 %
NHT
651
New Hampshire Trust
New Hampshire
$54.6K +$54.6K +407 New
DWA
652
Dougherty Wealth Advisers
Minnesota
$54.1K
GWS
653
Glassman Wealth Services
Virginia
$50.6K -$5.37K -40 -10%
PB
654
Pinnacle Bancorp
Nebraska
$47K
GPI
655
General Partner Inc
Pennsylvania
$44.5K +$44.5K +332 New
EBA
656
Eagle Bay Advisors
New York
$43.6K -$45.7K -341 -51%
AssetMark Inc
657
AssetMark Inc
California
$40.6K
MA
658
Montag & Associates
Georgia
$40.5K
RBC
659
Roble Belko & Company
Pennsylvania
$40K
MCM
660
MV Capital Management
Maryland
$38.9K +$9.66K +72 +33%
EDRH
661
Edmond de Rothschild Holding
Switzerland
$37.7K +$37.7K +281 New
PFBT
662
Parkside Financial Bank & Trust
Missouri
$37K -$201K -1,496 -84%
LC
663
Lindbrook Capital
California
$34.1K -$19K -142 -36%
HWM
664
HighMark Wealth Management
Minnesota
$33.2K +$134 +1 +0.4%
PPWM
665
PFG Private Wealth Management
Florida
$33K
TSW
666
Thompson Siegel & Walmsley
Virginia
$33K +$29K +219 +730%
LWP
667
Lumature Wealth Partners
Georgia
$33K
IAS
668
IMA Advisory Services
Colorado
$31.8K
ADL
669
Asset Dedication LLC
California
$31K +$31K +229 New
BCM
670
Blume Capital Management
California
$30.7K
SIC
671
Salem Investment Counselors
North Carolina
$30.2K
HI
672
Harbour Investments
Wisconsin
$29.5K +$8.85K +66 +43%
AF
673
Allworth Financial
California
$28.6K -$30.1K -224 -51%
Jones Financial Companies
674
Jones Financial Companies
Missouri
$28K +$27.9K +209 +20,900%
AWM
675
Avior Wealth Management
Nebraska
$27.6K