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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 %
FIA
651
Foundations Investment Advisors
Arizona
$226K -$35.4K -198 -14%
PWP
652
Phillips Wealth Planners
Mississippi
$226K -$879 -5 -0.4%
PCM
653
Penserra Capital Management
California
$226K -$13.5K -76 -6%
AG
654
Algert Global
California
$225K +$225K +1,257 New
TIA
655
Traphagen Investment Advisors
New Jersey
$225K
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$225K +$358 +2 +0.2%
GA
657
Goldstein Advisors
Wisconsin
$224K -$15.8K -88 -7%
CI
658
Cigna Investments
Connecticut
$224K -$29.1K -162 -11%
PCS
659
Personal CFO Solutions
New Jersey
$222K +$222K +1,241 New
HIC
660
Harvey Investment Company
Kentucky
$222K
KWM
661
Kingsview Wealth Management
Oregon
$222K -$10.2K -57 -4%
IAS
662
Insigneo Advisory Services
Florida
$221K +$221K +1,230 New
RCAG
663
Rehmann Capital Advisory Group
Michigan
$218K +$218K +1,220 New
MA
664
MONECO Advisors
Connecticut
$218K +$358 +2 +0.2%
Simplex Trading
665
Simplex Trading
Illinois
$218K +$218K +1,219 New
TA
666
TrueWealth Advisors
Alabama
$217K +$217K +1,214 New
JCM
667
Jacobsen Capital Management
Utah
$216K -$24.7K -138 -10%
Empower Advisory Group
668
Empower Advisory Group
Colorado
$215K +$215K +1,202 New
MA
669
Mutual Advisors
Nebraska
$212K -$127K -709 -37%
SWA
670
Stratos Wealth Advisors
Ohio
$212K +$212K +1,183 New
UB
671
UMB Bank
Missouri
$210K -$645K -3,600 -75%
DC
672
Davenport & Co
Virginia
$210K +$210K +1,174 New
MNBTD
673
Moody National Bank Trust Division
Texas
$210K +$210K +1,174 New
GCP
674
Garda Capital Partners
Minnesota
$210K +$210K +1,173 New
BTI
675
Blue Trust Inc
Georgia
$210K +$137K +826 +187%