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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 %
QC
651
Quent Capital
New York
$78.9K +$293 +2 +0.4%
BF
652
BOK Financial
Oklahoma
$76.4K -$400K -2,730 -84%
CWP
653
Concord Wealth Partners
Virginia
$74.5K +$62K +423 +498%
WOC
654
West Oak Capital
California
$73.3K
AA
655
Alta Advisers
United Kingdom
$73.3K
HCM
656
Highlander Capital Management
New Jersey
$73K
IUHSA
657
Itau Unibanco Holding S.A.
Brazil
$72.6K +$72.6K +495 New
LWANC
658
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.3K
LWA
659
Lowe Wealth Advisors
Maryland
$72K
CCA
660
Column Capital Advisors
Indiana
$71.7K
UCB
661
United Community Bank
South Carolina
$69K
VNA
662
Valley National Advisers
Pennsylvania
$68K
FFA
663
Farther Finance Advisors
California
$67K -$9.09K -62 -12%
BSB
664
Bangor Savings Bank
Maine
$66.3K
PA
665
Parallel Advisors
California
$66.2K +$1.61K +11 +3%
Acadian Asset Management
666
Acadian Asset Management
Massachusetts
$64K
TWC
667
TD Waterhouse Canada
Ontario, Canada
$62.9K -$716K -4,929 -92%
MA
668
MCF Advisors
Kentucky
$62.7K
EI
669
Ellevest Inc
New York
$60.8K +$58.2K +397 +2,206%
NHT
670
New Hampshire Trust
New Hampshire
$59.7K
AF
671
Allworth Financial
California
$57K +$25.8K +176 +83%
APC
672
Aspire Private Capital
North Carolina
$56.9K +$56.9K +388 New
CCM
673
Chilton Capital Management
Texas
$54.4K +$54.4K +371 New
PB
674
Pinnacle Bancorp
Nebraska
$51.9K
GWS
675
Glassman Wealth Services
Virginia
$50.1K -$5.13K -35 -9%