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 %
OA
651
Operose Advisors
Wisconsin
$288K -$151K -734 -34%
AMIM
652
Aull & Monroe Investment Management
Alabama
$286K
ACM
653
Advisors Capital Management
New Jersey
$286K +$5.98K +29 +2%
GWSG
654
GPS Wealth Strategies Group
Colorado
$286K +$24.7K +120 +9%
SFA
655
Souders Financial Advisors
Ohio
$285K +$617 +3 +0.2%
CI
656
CX Institutional
Indiana
$284K -$5.56K -27 -2%
TCM
657
Teza Capital Management
Illinois
$284K -$3.03M -14,710 -91%
DC
658
Davenport & Co
Virginia
$283K +$41.2K +200 +17%
LFA
659
LGT Financial Advisors
Texas
$280K +$7.82K +38 +3%
CICI
660
Capital Investment Counsel Inc
North Carolina
$278K -$5.35K -26 -2%
AB
661
Atlas Brown
Kentucky
$278K
RWA
662
River Wealth Advisors
Pennsylvania
$274K -$12.8K -62 -4%
SI
663
Stephens Inc
Arkansas
$273K -$21.2K -103 -7%
EL
664
EWA LLC
Pennsylvania
$270K +$2.83K +14 +1%
BTI
665
Blue Trust Inc
Georgia
$269K +$42.2K +236 +19%
CP
666
Canopy Partners
Ohio
$269K +$269K +1,301 New
HCM
667
Hudson Capital Management
New Jersey
$267K -$39.1K -190 -13%
AC
668
Apella Capital
Connecticut
$266K +$2.17K +11 +0.8%
MAM
669
Morse Asset Management
Connecticut
$266K +$266K +1,295 New
FIA
670
Foundations Investment Advisors
Arizona
$264K +$8.47K +42 +3%
CW
671
CreativeOne Wealth
Kansas
$261K +$25.5K +124 +11%
LA
672
LVW Advisors
New York
$259K +$259K +1,259 New
UW
673
Unique Wealth
Florida
$258K -$6.79K -33 -3%
TIA
674
Traphagen Investment Advisors
New Jersey
$258K
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$257K -$823 -4 -0.3%