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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 %
CA
676
Claro Advisors
Massachusetts
$208K -$10.6K -59 -5%
CAM
677
Claret Asset Management
Quebec, Canada
$207K +$207K +1,155 New
KFI
678
Key Financial Inc
Pennsylvania
$207K
MA
679
MCF Advisors
Kentucky
$207K
HCM
680
Hilton Capital Management
New York
$207K +$207K +1,155 New
CW
681
CreativeOne Wealth
Kansas
$205K -$17.4K -97 -8%
T
682
TOBAM
France
$205K +$69K +386 +51%
PNC
683
Park National Corp
Ohio
$203K +$203K +1,132 New
SWM
684
Seaside Wealth Management
California
$203K +$203K +1,131 New
DWT
685
Dorsey & Whitney Trust
South Dakota
$201K +$201K +1,123 New
Credit Agricole
686
Credit Agricole
France
$199K +$199K +1,111 New
Federated Hermes
687
Federated Hermes
Pennsylvania
$198K +$110K +617 +126%
SAG
688
Spotlight Asset Group
Illinois
$197K +$41K +229 +26%
CT
689
Colonial Trust
South Carolina
$191K -$36.2K -202 -16%
LJHT
690
Laurie J. Hall Trustee
$188K
TWM
691
Tradition Wealth Management
Minnesota
$179K +$357 +2 +0.2%
VWM
692
Venturi Wealth Management
Texas
$178K +$17.7K +99 +11%
SOS
693
Silver Oak Securities
Tennessee
$174K -$78.8K -440 -31%
UM
694
UniSuper Management
Australia
$161K
CSPIA
695
Cary Street Partners Investment Advisory
Virginia
$155K +$51.7K +289 +50%
FHA
696
First Horizon Advisors
Tennessee
$155K +$10K +56 +7%
TCOV
697
Trust Company of Vermont
Vermont
$150K
WTC
698
WhitTier Trust Company
Nevada
$149K
Capstone Investment Advisors
699
Capstone Investment Advisors
New York
$149K +$149K +832 New
PA
700
Parallel Advisors
California
$144K +$16.8K +94 +13%