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Broadridge

772 hedge funds and large institutions have $15.6B invested in Broadridge in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 291 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-43
Holders Change %
-5.28%
% of All Funds
12.22%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
61
Increased
291
Reduced
276
Closed
96
Calls
$10.9M
Puts
$10.9M
Net Calls
-$1K
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Shares
Change %
BLC
701
Brown, Lisle/Cummings
Rhode Island
$19.5K
PSB
702
Piscataqua Savings Bank
New Hampshire
$19K
MWM
703
Mascoma Wealth Management
New Hampshire
$17K
MFA
704
McClarren Financial Advisors
Pennsylvania
$17K
MTIC
705
Missouri Trust & Investment Company
Missouri
$16K -$41.6K -260 -72%
KPCM
706
Kings Point Capital Management
New York
$16K
EWM
707
Endurance Wealth Management
Rhode Island
$16K
AIP
708
Ahrens Investment Partners
Louisiana
$16K
M
709
MOTCO
Texas
$16K
CAL
710
Capital Advisors Ltd
Ohio
$16K +$3.11K +20 +24%
CFO
711
CVA Family Office
Colorado
$16K +$14.5K +95 +950%
AWM
712
Atticus Wealth Management
Florida
$15K
IBOK
713
Independence Bank of Kentucky
Kentucky
$15K
MCC
714
Money Concepts Capital
Florida
$15K +$15K +94 New
TWM
715
Tradition Wealth Management
Minnesota
$14K -$467 -3 -3%
CA
716
Crewe Advisors
Utah
$14K
CAL
717
Capital Analysts LLC
Pennsylvania
$14K
SWA
718
SOA Wealth Advisors
New York
$14K
DHGWA
719
Dixon Hughes Goodman Wealth Advisors
North Carolina
$13K -$7.36K -47 -36%
BWM
720
Baystate Wealth Management
Massachusetts
$13K
WBC
721
West Branch Capital
Massachusetts
$12K
T
722
TCWP
Ohio
$12K +$12K +82 New
KTC
723
Kistler-Tiffany Companies
Pennsylvania
$11K +$149 +1 +1%
RG
724
Retirement Group
California
$11K +$2.56K +17 +30%
ZIG
725
Zullo Investment Group
Pennsylvania
$11K +$11K +72 New