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Broadridge

782 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
FPB
701
First PREMIER Bank
South Dakota
$32K
GCM
702
Gables Capital Management
Florida
$31K
IRC
703
Investors Research Corp
Georgia
$29K
PCG
704
Private Capital Group
Connecticut
$28K
PO
705
Private Ocean
California
$27K
TWA
706
TCI Wealth Advisors
Arizona
$26K -$1.32K -8 -5%
OAJ
707
Ogorek Anthony Joseph
New York
$25K
GLLW
708
Graves Light Lenhart Wealth
Virginia
$24K
SFP
709
Sterling Financial Planning
New Jersey
$24K
BWM
710
BerganKDV Wealth Management
Minnesota
$24K +$24K +145 New
RFA
711
Reilly Financial Advisors
California
$23K -$48.3K -296 -68%
BFC
712
Bedel Financial Consulting
Indiana
$23K
WB
713
Webster Bank
Connecticut
$23K +$1.82K +11 +9%
Fuller & Thaler Asset Management
714
Fuller & Thaler Asset Management
California
$22K
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$22K
PP
716
PrairieView Partners
Minnesota
$21K
PFBT
717
Parkside Financial Bank & Trust
Missouri
$21K
PSB
718
Piscataqua Savings Bank
New Hampshire
$21K
NFG
719
Next Financial Group
Texas
$20K +$9.26K +56 +86%
LWP
720
Lumature Wealth Partners
Georgia
$20K +$9.75K +59 +95%
CPC
721
Consolidated Planning Corp
Georgia
$20K +$20K +121 New
MFA
722
McClarren Financial Advisors
Pennsylvania
$18K
ATC
723
Adirondack Trust Company
New York
$18K +$18K +100 New
MWM
724
Mascoma Wealth Management
New Hampshire
$18K +$18K +111 New
CHA
725
Carmichael Hill & Associates
Maryland
$17K