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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
701
Courier Capital
New York
$234K -$30.9K -150 -12%
SWM
702
Seaside Wealth Management
California
$234K +$1.03K +5 +0.4%
PNC
703
Park National Corp
Ohio
$233K
SPC
704
Sigma Planning Corp
Michigan
$231K -$167K -814 -42%
OP
705
ORG Partners
Indiana
$230K +$79.2K +385 +52%
PP
706
Patron Partners
Texas
$227K +$227K +1,104 New
PIM
707
Penobscot Investment Management
Massachusetts
$227K +$227K +1,102 New
VWM
708
Venturi Wealth Management
Texas
$226K +$21.8K +106 +11%
SOS
709
Silver Oak Securities
Tennessee
$226K +$25.9K +126 +13%
DWT
710
Dorsey & Whitney Trust
South Dakota
$224K -$6.79K -33 -3%
NAS
711
Nicolet Advisory Services
Wisconsin
$224K +$224K +1,140 New
CA
712
Claro Advisors
Massachusetts
$223K -$15.4K -75 -6%
KWM
713
Kingsview Wealth Management
Oregon
$223K -$32.3K -157 -13%
RFN
714
RDA Financial Network
Iowa
$223K +$223K +1,082 New
First Manhattan
715
First Manhattan
New York
$222K -$92.6K -450 -29%
WANY
716
Wealthspire Advisors (New York)
New York
$221K +$221K +1,072 New
FP
717
Fiduciary Planning
Florida
$220K -$790K -3,840 -78%
AA
718
AlphaCentric Advisors
Puerto Rico
$220K +$220K +1,069 New
CBFP
719
Cedar Brook Financial Partners
Ohio
$220K +$220K +1,093 New
GVAG
720
Great Valley Advisor Group
Delaware
$219K +$219K +1,063 New
APA
721
Astoria Portfolio Advisors
New York
$217K +$217K +1,090 New
PBC
722
Pavion Blue Capital
California
$217K +$217K +1,053 New
ACM
723
Allred Capital Management
Texas
$213K +$213K +1,033 New
OC
724
Oarsman Capital
Wisconsin
$212K +$212K +1,031 New
CP
725
Covenant Partners
Tennessee
$211K +$211K +1,027 New