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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 %
LWA
676
Lowe Wealth Advisors
Maryland
$90K
KSWA
677
Kathleen S. Wright Associates
Pennsylvania
$87K +$87K +477 New
EBA
678
Eagle Bay Advisors
New York
$85K +$22.6K +124 +36%
1832 Asset Management
679
1832 Asset Management
Ontario, Canada
$84K -$45.3M -245,065 -100%
C
680
Covestor
United Kingdom
$83K +$83K +455 New
BFG
681
Baron Financial Group
New Jersey
$81K
Acadian Asset Management
682
Acadian Asset Management
Massachusetts
$80K
ST
683
Smithfield Trust
Pennsylvania
$74K
DWA
684
Dougherty Wealth Advisers
Minnesota
$74K
AWA
685
Aquire Wealth Advisors
Utah
$74K +$74K +406 New
AssetMark Inc
686
AssetMark Inc
California
$69K +$11.1K +61 +19%
CLOS
687
Compagnie Lombard Odier SCmA
Switzerland
$68K
CCM
688
Chilton Capital Management
Texas
$68K +$68K +371 New
GWS
689
Glassman Wealth Services
Virginia
$67K +$2.76K +15 +4%
MTIC
690
Missouri Trust & Investment Company
Missouri
$66K +$66K +360 New
PB
691
Pinnacle Bancorp
Nebraska
$65K
CCA
692
Column Capital Advisors
Indiana
$63K
GWM
693
Geneos Wealth Management
Colorado
$62K +$2.38K +13 +4%
GAM
694
Gemmer Asset Management
California
$56K
CTB
695
Country Trust Bank
Illinois
$55K
MAM
696
Marquette Asset Management
Minnesota
$55K
CFN
697
Cordasco Financial Network
Florida
$55K +$184 +1 +0.3%
APF
698
Alaska Permanent Fund
Alaska
$55K +$55K +347 New
RBC
699
Roble Belko & Company
Pennsylvania
$54K
HR
700
Howe & Rusling
New York
$53K +$4.22K +23 +9%