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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 %
PCG
701
Private Capital Group
Connecticut
$53K +$22.5K +122 +73%
EI
702
Ellevest Inc
New York
$49K +$34.8K +192 +246%
AF
703
Allworth Financial
California
$47K +$34.8K +192 +287%
AS
704
Altshuler Shaham
Israel
$46K -$32.8K -177 -42%
PPWM
705
PFG Private Wealth Management
Florida
$45K
HWM
706
HighMark Wealth Management
Minnesota
$44K +$181 +1 +0.4%
MCM
707
MV Capital Management
Maryland
$44K +$7.33K +40 +20%
IAS
708
IMA Advisory Services
Colorado
$43K
BCM
709
Blume Capital Management
California
$42K
SIC
710
Salem Investment Counselors
North Carolina
$41K
SSB
711
Sandy Spring Bank
Maryland
$39K -$7.14K -39 -15%
TCM
712
Tradewinds Capital Management
Washington
$37K
LC
713
Lindbrook Capital
California
$37K
WB
714
Webster Bank
Connecticut
$37K +$11.7K +64 +46%
LWP
715
Lumature Wealth Partners
Georgia
$37K +$14.6K +79 +65%
AFS
716
Annapolis Financial Services
Maryland
$37K +$25.7K +139 +228%
FPB
717
First PREMIER Bank
South Dakota
$36K
KA
718
Kozak & Associates
Colorado
$35K
GCM
719
Gables Capital Management
Florida
$34K
JWA
720
JFS Wealth Advisors
Pennsylvania
$34K +$34K +188 New
NFG
721
Next Financial Group
Texas
$33K +$10.9K +60 +50%
IRC
722
Investors Research Corp
Georgia
$32K
PO
723
Private Ocean
California
$30K
DFCM
724
Dark Forest Capital Management
Puerto Rico
$30K +$30K +162 New
STCOSD
725
Sageworth Trust Company of South Dakota
South Dakota
$30K +$30K +163 New