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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 %
AWM
676
Avior Wealth Management
Nebraska
$49.5K +$19.3K +132 +64%
MA
677
Montag & Associates
Georgia
$44.2K
RBC
678
Roble Belko & Company
Pennsylvania
$43K
MCM
679
MV Capital Management
Maryland
$42.9K +$440 +3 +1%
SFCL
680
Strengthening Families & Communities LLC
Massachusetts
$41.3K +$1.41K +297 +4%
EDRH
681
Edmond de Rothschild Holding
Switzerland
$41.2K
PFBT
682
Parkside Financial Bank & Trust
Missouri
$39K -$1.47K -10 -4%
CIA
683
Cape Investment Advisory
Georgia
$36.9K +$36.9K +252 New
LC
684
Lindbrook Capital
California
$36.6K -$586 -4 -2%
HWM
685
HighMark Wealth Management
Minnesota
$36.5K +$293 +2 +0.8%
LWP
686
Lumature Wealth Partners
Georgia
$36.1K
PPWM
687
PFG Private Wealth Management
Florida
$36.1K
TSW
688
Thompson Siegel & Walmsley
Virginia
$36K
AssetMark Inc
689
AssetMark Inc
California
$35.8K -$8.65K -59 -19%
IAS
690
IMA Advisory Services
Colorado
$34.7K
IA
691
IFP Advisors
Florida
$34.5K -$34.5K -666 -50%
SSG
692
Summit Securities Group
New York
$34K -$315K -2,134 -90%
ADL
693
Asset Dedication LLC
California
$34K
BCM
694
Blume Capital Management
California
$33.6K
HI
695
Harbour Investments
Wisconsin
$32.2K
Jones Financial Companies
696
Jones Financial Companies
Missouri
$30.8K
BSC
697
Brown Shipley & Co
United Kingdom
$30.2K +$30.2K +206 New
OC
698
Oakworth Capital
Alabama
$30K
WB
699
Webster Bank
Connecticut
$29.8K
DWA
700
Dougherty Wealth Advisers
Minnesota
$29.5K -$29.6K -202 -50%