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Broadridge

847 hedge funds and large institutions have $18.8B invested in Broadridge in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 288 increasing their positions, 323 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+36
Holders Change %
+4.44%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
288
Reduced
323
Closed
38
Calls
$24.7M
Puts
$18.1M
Net Calls
+$6.59M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
701
Toth Financial Advisory
Virginia
$138K -$8.95K -50 -6%
HPC
702
HM Payson & Co
Maine
$135K -$69.8K -390 -34%
MPWT
703
MassMutual Private Wealth & Trust
Connecticut
$132K +$4.66K +26 +4%
OP
704
ORG Partners
Indiana
$131K +$127K +709 +2,836%
HDIM
705
Hanson & Doremus Investment Management
Vermont
$125K
TFA
706
Transamerica Financial Advisors
Florida
$124K +$4.86K +27 +4%
SIM
707
Sentry Investment Management
Wisconsin
$122K -$17.1K -96 -12%
SAM
708
S.A. Mason
Michigan
$121K
CWP
709
Concord Wealth Partners
Virginia
$118K -$11.3K -63 -9%
DGAM
710
Desjardins Global Asset Management
Quebec, Canada
$113K -$46.5K -260 -29%
USB
711
Union Savings Bank
Connecticut
$111K
CSWM
712
Cassady Schiller Wealth Management
Ohio
$107K
AAG
713
Armstrong Advisory Group
Massachusetts
$102K
MIA
714
Milestone Investment Advisors
Wisconsin
$102K +$102K +568 New
AF
715
Allworth Financial
California
$101K +$46K +257 +83%
BC
716
Bartlett & Co
Ohio
$101K
BCWM
717
Bartlett & Co Wealth Management
Ohio
$101K
PPC
718
Park Place Capital
Alabama
$99K -$11.5K -64 -10%
IA
719
IFP Advisors
Florida
$98.4K +$24.7K +138 +33%
C
720
Covestor
United Kingdom
$98K -$7.7K -43 -7%
QC
721
Quent Capital
New York
$97.5K +$1.08K +6 +1%
Acadian Asset Management
722
Acadian Asset Management
Massachusetts
$96K +$18.4K +104 +24%
FFA
723
Farther Finance Advisors
California
$92.6K +$6.8K +38 +8%
WOC
724
West Oak Capital
California
$90K
HCM
725
Highlander Capital Management
New Jersey
$90K