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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 %
TWM
751
Tradition Wealth Management
Minnesota
$17K +$548 +3 +3%
AWM
752
Atticus Wealth Management
Florida
$17K +$17K +95 New
CA
753
Crewe Advisors
Utah
$16K
SWA
754
SOA Wealth Advisors
New York
$16K
CAL
755
Capital Analysts LLC
Pennsylvania
$16K
LC
756
Lavaca Capital
Texas
$16K +$16K +15,000 New
Manulife (Manufacturers Life Insurance)
757
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9K -$3.46K -18,951 -18%
BWM
758
Baystate Wealth Management
Massachusetts
$15K +$188 +1 +1%
CAL
759
Capital Advisors Ltd
Ohio
$15K +$361 +2 +2%
WBC
760
West Branch Capital
Massachusetts
$14K
KTC
761
Kistler-Tiffany Companies
Pennsylvania
$13K
FMII
762
Farmers & Merchants Investments Inc
Nebraska
$11K
SCA
763
Snowden Capital Advisors
New York
$10K -$355K -1,954 -97%
RG
764
Retirement Group
California
$10K +$10K +56 New
CM
765
Cornerstone Management
Georgia
$9.87K +$9.87K +54 New
ST
766
Sageworth Trust
Pennsylvania
$9K -$30.6K -170 -77%
SWM
767
Selective Wealth Management
Virginia
$9K
WWM
768
Wagner Wealth Management
South Carolina
$9K
LWA
769
Lenox Wealth Advisors
New York
$9K +$1.84K +10 +26%
SFO
770
Standard Family Office
South Dakota
$9K +$9K +47 New
CWS
771
Confluence Wealth Services
Pennsylvania
$9K +$9K +50 New
AWA
772
Amplius Wealth Advisors
Pennsylvania
$9K +$9K +51 New
SWA
773
Sutton Wealth Advisors
Florida
$8.04K +$548 +3 +7%
BBPWM
774
Blue Bell Private Wealth Management
Pennsylvania
$8K +$8K +43 New
TSW
775
Thompson Siegel & Walmsley
Virginia
$6K