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Broadridge

847 hedge funds and large institutions have $18.8B invested in Broadridge in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 288 increasing their positions, 323 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+36
Holders Change %
+4.44%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
288
Reduced
323
Closed
38
Calls
$24.7M
Puts
$18.1M
Net Calls
+$6.59M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
726
DHJJ Financial Advisors
Illinois
$89.7K +$89.7K +501 New
AA
727
Alta Advisers
United Kingdom
$89.5K
LWANC
728
Laurel Wealth Advisors (North Carolina)
North Carolina
$88.3K
LWA
729
Lowe Wealth Advisors
Maryland
$87.9K
UCB
730
United Community Bank
South Carolina
$83.4K
VNA
731
Valley National Advisers
Pennsylvania
$81K
BSB
732
Bangor Savings Bank
Maine
$80.9K
EWA
733
EverSource Wealth Advisors
Alabama
$75.6K -$1.25K -7 -2%
BF
734
BOK Financial
Oklahoma
$70.5K -$15.7K -92 -18%
DJSG
735
D.J. St. Germain
Massachusetts
$70.4K
CAL
736
Capital Advisors Ltd
Ohio
$70K
APC
737
Aspire Private Capital
North Carolina
$69.5K
CCM
738
Chilton Capital Management
Texas
$66.4K
CCA
739
Column Capital Advisors
Indiana
$65.4K -$22.2K -124 -25%
CA
740
Clearstead Advisors
Ohio
$63.4K +$53.2K +297 +521%
PB
741
Pinnacle Bancorp
Nebraska
$63.4K
TWC
742
TD Waterhouse Canada
Ontario, Canada
$61.6K
GWS
743
Glassman Wealth Services
Virginia
$59.4K
PFBT
744
Parkside Financial Bank & Trust
Missouri
$55.1K +$3.58K +20 +7%
MA
745
Montag & Associates
Georgia
$54K
AFS
746
Annapolis Financial Services
Maryland
$53.7K +$17.9K +100 +50%
WBC
747
Westpac Banking Corp
Australia
$53.7K +$22.9K +128 +74%
RBC
748
Roble Belko & Company
Pennsylvania
$53K
MCM
749
MV Capital Management
Maryland
$53K +$179 +1 +0.3%
LC
750
Lindbrook Capital
California
$51.6K +$2.87K +16 +6%