BR icon

Broadridge

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
726
Crewe Advisors
Utah
$8.18K -$77.7K -579 -90%
FCA
727
Fortis Capital Advisors
Kansas
$7.24K +$7.24K +54 New
TSWM
728
Tyler-Stone Wealth Management
Ohio
$7K
MTIC
729
Missouri Trust & Investment Company
Missouri
$7K
VWM
730
Valley Wealth Managers
New Jersey
$6.98K -$13.4K -100 -66%
TCWA
731
Ten Capital Wealth Advisors
Washington
$6.98K
RBC
732
Romano Brothers & Co
Illinois
$6.84K +$6.84K +51 New
IAA
733
Independent Advisor Alliance
North Carolina
$5.91K -2 -0%
SWA
734
Sutton Wealth Advisors
Florida
$5.63K -$536 -4 -9%
GCM
735
Gables Capital Management
Florida
$5.63K
GJIA
736
Glass Jacobson Investment Advisors
Maryland
$4.7K +$4.7K +35 New
CPG
737
Cornerstone Planning Group
New Jersey
$4.27K +$4.27K +30 New
EWA
738
EverSource Wealth Advisors
Alabama
$4.16K -$268 -2 -6%
FMP
739
Financial Management Professionals
Texas
$4K -$645 -5 -14%
SC
740
Schubert & Co
Texas
$3.89K -$2.95K -22 -43%
MRCM
741
M&R Capital Management
New Jersey
$3.35K -$1.61K -12 -32%
HNWAG
742
High Net Worth Advisory Group
Florida
$3.35K
VCM
743
Versant Capital Management
Arizona
$3.22K -$268 -2 -8%
ACM
744
AUA Capital Management
Pennsylvania
$3.22K
JFA
745
JNBA Financial Advisors
Minnesota
$3.22K
WPWM
746
Western Pacific Wealth Management
Illinois
$3.22K +$3.22K +24 New
JMF
747
Johnson Midwest Financial
Iowa
$3K
SFG
748
Steward Financial Group
Texas
$3K +$3K +23 New
AWM
749
Abound Wealth Management
Tennessee
$2.42K +$1.21K +9 +100%
EI
750
Ellevest Inc
New York
$2.41K -$72.2K -538 -97%