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Broadridge

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
726
TCI Wealth Advisors
Arizona
$29K
FRA
727
Front Row Advisors
California
$29K +$29K +160 New
HI
728
Harbour Investments
Wisconsin
$28K -$21.8K -120 -44%
OAJ
729
Ogorek Anthony Joseph
New York
$27K
BWM
730
BerganKDV Wealth Management
Minnesota
$27K
RFA
731
Reilly Financial Advisors
California
$26K
BFC
732
Bedel Financial Consulting
Indiana
$25K
CA
733
CoreCap Advisors
Michigan
$25K +$25K +135 New
Fuller & Thaler Asset Management
734
Fuller & Thaler Asset Management
California
$24K
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$185 +1 +0.8%
DHGWA
736
Dixon Hughes Goodman Wealth Advisors
North Carolina
$24K +$24K +130 New
PP
737
PrairieView Partners
Minnesota
$23K
PSB
738
Piscataqua Savings Bank
New Hampshire
$23K
EWA
739
EverSource Wealth Advisors
Alabama
$23K +$23K +127 New
BLC
740
Brown, Lisle/Cummings
Rhode Island
$22.9K +$22.9K +125 New
MFA
741
McClarren Financial Advisors
Pennsylvania
$21K +$184 +1 +0.9%
MWM
742
Mascoma Wealth Management
New Hampshire
$20K
CHA
743
Carmichael Hill & Associates
Maryland
$19K
KPCM
744
Kings Point Capital Management
New York
$18K
M
745
MOTCO
Texas
$18K
EWM
746
Endurance Wealth Management
Rhode Island
$18K
OC
747
Oakworth Capital
Alabama
$18K
AIP
748
Ahrens Investment Partners
Louisiana
$18K +$18K +100 New
RPCONE
749
Retirement Planning Company of New England
Rhode Island
$18K +$18K +100 New
IBOK
750
Independence Bank of Kentucky
Kentucky
$17K