BR icon

Broadridge

782 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
726
Endurance Wealth Management
Rhode Island
$17K
M
727
MOTCO
Texas
$17K
CHA
728
Carmichael Hill & Associates
Maryland
$17K
OC
729
Oakworth Capital
Alabama
$17K +$17K +100 New
IBOK
730
Independence Bank of Kentucky
Kentucky
$16K
CAL
731
Capital Analysts LLC
Pennsylvania
$15K
TWM
732
Tradition Wealth Management
Minnesota
$15K
SWA
733
SOA Wealth Advisors
New York
$14K
CA
734
Crewe Advisors
Utah
$14K
WBC
735
West Branch Capital
Massachusetts
$13K
BWM
736
Baystate Wealth Management
Massachusetts
$13K
EI
737
Ellevest Inc
New York
$13K +$4.33K +26 +50%
CAL
738
Capital Advisors Ltd
Ohio
$13K +$13K +81 New
KTC
739
Kistler-Tiffany Companies
Pennsylvania
$12K -$7.4K -45 -38%
AF
740
Allworth Financial
California
$11K
AFS
741
Annapolis Financial Services
Maryland
$10K
FMII
742
Farmers & Merchants Investments Inc
Nebraska
$10K +$169 +1 +2%
WWM
743
Wagner Wealth Management
South Carolina
$9K
GRP
744
Global Retirement Partners
California
$8K -$960 -6 -11%
SWM
745
Selective Wealth Management
Virginia
$8K
Nisa Investment Advisors
746
Nisa Investment Advisors
Missouri
$7.88K
SWA
747
Sutton Wealth Advisors
Florida
$6.83K
MRCM
748
M&R Capital Management
New Jersey
$6K
TSW
749
Thompson Siegel & Walmsley
Virginia
$6K
BMD
750
Better Money Decisions
New Mexico
$6K