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Broadridge

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
701
Larson Financial Group
Missouri
$15.7K
MFA
702
McClarren Financial Advisors
Pennsylvania
$15K
MWM
703
Mascoma Wealth Management
New Hampshire
$14.9K
CT
704
Clearstead Trust
Maine
$14K
LS
705
Livforsakringsbolaget Skandia
Sweden
$13.5K
OLVIG
706
Oliver Lagore Vanvalin Investment Group
Michigan
$13K -$7.38K -55 -36%
AF
707
Advisornet Financial
Minnesota
$13K -$2.55K -19 -16%
IBOK
708
Independence Bank of Kentucky
Kentucky
$13K
EWM
709
Endurance Wealth Management
Rhode Island
$13K
CAL
710
Capital Advisors Ltd
Ohio
$13K +$9.85K +306 +312%
AWM
711
Atticus Wealth Management
Florida
$12.7K
CAL
712
Capital Analysts LLC
Pennsylvania
$12K
TWM
713
Tradition Wealth Management
Minnesota
$12K +$387 +3 +3%
CA
714
Centerpoint Advisors
Massachusetts
$12K +$12K +88 New
NMG
715
New Millennium Group
Utah
$12K +$808 +6 +7%
CWP
716
Concord Wealth Partners
Virginia
$11.4K +$11.4K +85 New
SIS
717
Sound Income Strategies
Florida
$11.3K +$11.3K +84 New
BWM
718
Baystate Wealth Management
Massachusetts
$11K
PP
719
PrairieView Partners
Minnesota
$11K +$4.51K +34 +69%
FFA
720
Fairfield Financial Advisors
Massachusetts
$10.7K
WBC
721
West Branch Capital
Massachusetts
$10.3K
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$10.2K
HCP
723
Hexagon Capital Partners
Arkansas
$10.1K -$16.5K -123 -62%
KTC
724
Kistler-Tiffany Companies
Pennsylvania
$10K +$134 +1 +1%
FRA
725
Front Row Advisors
California
$9K -$12K -91 -57%