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Broadridge

786 hedge funds and large institutions have $15.4B invested in Broadridge in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 294 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
87
Increased
294
Reduced
252
Closed
69
Calls
$6.37M
Puts
$7.94M
Net Calls
-$1.57M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
LS
726
Livforsakringsbolaget Skandia
Sweden
$14.7K
AIP
727
Ahrens Investment Partners
Louisiana
$14.7K +$14.7K +100 New
OLVIG
728
Oliver Lagore Vanvalin Investment Group
Michigan
$14.2K
AWM
729
Atticus Wealth Management
Florida
$13.9K
IBOK
730
Independence Bank of Kentucky
Kentucky
$13.9K
AF
731
Advisornet Financial
Minnesota
$13.3K -$879 -6 -6%
CAL
732
Capital Analysts LLC
Pennsylvania
$13K
NMG
733
New Millennium Group
Utah
$13K
BWM
734
Baystate Wealth Management
Massachusetts
$12K +$147 +1 +1%
CAL
735
Capital Advisors Ltd
Ohio
$12K -$47.9K -323 -80%
HCP
736
Hexagon Capital Partners
Arkansas
$11.7K +$733 +5 +7%
FFA
737
Fairfield Financial Advisors
Massachusetts
$11.6K
WBC
738
West Branch Capital
Massachusetts
$11.3K
FMII
739
Farmers & Merchants Investments Inc
Nebraska
$11.1K
SIC
740
Salem Investment Counselors
North Carolina
$11K -$22.1K -150 -67%
KTC
741
Kistler-Tiffany Companies
Pennsylvania
$11K
WWP
742
WR Wealth Planners
Missouri
$10.4K +$10.4K +71 New
FCA
743
Fortis Capital Advisors
Kansas
$10.1K +$2.2K +15 +28%
CMP
744
Coston McIsaac & Partners
Maine
$9K
VWM
745
Valley Wealth Managers
New Jersey
$7.62K
EWA
746
EverSource Wealth Advisors
Alabama
$7.48K +$2.93K +20 +65%
PP
747
PrairieView Partners
Minnesota
$7K -$4.86K -34 -41%
UOTTAIMCU
748
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7K +$7K +45 New
GCM
749
Gables Capital Management
Florida
$6.16K
SFG
750
Steward Financial Group
Texas
$6K +$2.93K +22 +96%