BR icon

Broadridge

759 hedge funds and large institutions have $14.6B invested in Broadridge in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 280 increasing their positions, 264 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-13
Holders Change %
-1.68%
% of All Funds
12.83%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
60
Increased
280
Reduced
264
Closed
62
Calls
$6.05M
Puts
$4.9M
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
701
Kistler-Tiffany Companies
Pennsylvania
$11K
WBC
702
West Branch Capital
Massachusetts
$11K
ZIG
703
Zullo Investment Group
Pennsylvania
$11K +$579 +4 +6%
RG
704
Retirement Group
California
$10K
APW
705
Axim Planning & Wealth
Ohio
$10K +$10K +67 New
ARIS
706
Advanced Research Investment Solutions
California
$9K
FMII
707
Farmers & Merchants Investments Inc
Nebraska
$9K
CMP
708
Coston McIsaac & Partners
Maine
$9K +$9K +64 New
FPS
709
Fieldpoint Private Securities
Connecticut
$8K
CM
710
Cornerstone Management
Georgia
$7.7K
SWM
711
Selective Wealth Management
Virginia
$7K
PP
712
PrairieView Partners
Minnesota
$7K
TSWM
713
Tyler-Stone Wealth Management
Ohio
$7K +$4.53K +33 +183%
WWM
714
Wagner Wealth Management
South Carolina
$7K +$7K +49 New
MCC
715
Money Concepts Capital
Florida
$6K -$8.46K -55 -59%
AF
716
Advisornet Financial
Minnesota
$6K +$4.67K +35 +350%
SWA
717
Sutton Wealth Advisors
Florida
$5.99K
FMP
718
Financial Management Professionals
Texas
$5K -$1.58K -12 -24%
MRCM
719
M&R Capital Management
New Jersey
$5K
EWA
720
EverSource Wealth Advisors
Alabama
$5K +$1.82K +12 +57%
SC
721
Schubert & Co
Texas
$5K +$2.9K +22 +138%
BBPWM
722
Blue Bell Private Wealth Management
Pennsylvania
$4K -$2.88K -18 -42%
HNWAG
723
High Net Worth Advisory Group
Florida
$4K
STCOSD
724
Sageworth Trust Company of South Dakota
South Dakota
$4K
TSW
725
Thompson Siegel & Walmsley
Virginia
$4K