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Broadridge

786 hedge funds and large institutions have $15.4B invested in Broadridge in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 294 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
87
Increased
294
Reduced
252
Closed
69
Calls
$6.37M
Puts
$7.94M
Net Calls
-$1.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
701
Annapolis Financial Services
Maryland
$29.3K
FPB
702
First PREMIER Bank
South Dakota
$29K
FCFS
703
First Command Financial Services
Texas
$27.8K
FCB
704
First Command Bank
Texas
$27.8K
IRC
705
Investors Research Corp
Georgia
$25.8K
ST
706
Smithfield Trust
Pennsylvania
$25K
JWA
707
JFS Wealth Advisors
Pennsylvania
$24.1K +$1.62K +11 +7%
PO
708
Private Ocean
California
$24K
DZ Bank
709
DZ Bank
Germany
$23.5K -$826K -5,634 -97%
FRA
710
Front Row Advisors
California
$23K +$13.1K +90 +132%
SSB
711
Sandy Spring Bank
Maryland
$22.4K
TWA
712
TCI Wealth Advisors
Arizona
$22.1K
OAJ
713
Ogorek Anthony Joseph
New York
$22K
DGAM
714
Desjardins Global Asset Management
Quebec, Canada
$22K +$22K +152 New
BWM
715
BerganKDV Wealth Management
Minnesota
$21.7K +$440 +3 +2%
PSB
716
Piscataqua Savings Bank
New Hampshire
$18.3K
WP
717
WealthPLAN Partners
Nebraska
$17.6K +$17.6K +120 New
LFG
718
Larson Financial Group
Missouri
$17.1K
MFA
719
McClarren Financial Advisors
Pennsylvania
$17K +$147 +1 +0.9%
QL
720
Quarry LP
New York
$16.4K +$16.4K +112 New
MWM
721
Mascoma Wealth Management
New Hampshire
$16.1K
CA
722
Centerpoint Advisors
Massachusetts
$16K +$3.2K +22 +25%
SS
723
Sunbelt Securities
Texas
$15.7K +$15.7K +108 New
CT
724
Clearstead Trust
Maine
$15.5K
EWM
725
Endurance Wealth Management
Rhode Island
$15K