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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 %
MRCM
751
M&R Capital Management
New Jersey
$5.42K +$1.76K +12 +48%
CCP
752
Carmel Capital Partners
California
$5.42K +$5.42K +37 New
SWA
753
Sutton Wealth Advisors
Florida
$5.28K -$879 -6 -14%
SC
754
Schubert & Co
Texas
$5.13K +$879 +6 +21%
CA
755
Crewe Advisors
Utah
$4.69K -$4.25K -29 -48%
Commonwealth Equity Services
756
Commonwealth Equity Services
Massachusetts
$4.58K +$336 +2,292 +8%
SIS
757
Strategic Investment Solutions
Illinois
$4.4K +$4.4K +30 New
JMF
758
Johnson Midwest Financial
Iowa
$3.66K
BWL
759
Bogart Wealth LLC
Virginia
$3.66K +$3.66K +25 New
VCM
760
Versant Capital Management
Arizona
$3.52K
JFA
761
JNBA Financial Advisors
Minnesota
$3.52K
WPWM
762
Western Pacific Wealth Management
Illinois
$3.52K
BIA
763
Bell Investment Advisors
California
$3.37K +$1.61K +11 +92%
AWM
764
Abound Wealth Management
Tennessee
$2.64K
EIM
765
Essex Investment Management
Massachusetts
$2.64K
SIC
766
SJS Investment Consulting
Ohio
$2.35K +$147 +1 +7%
DI
767
Disciplined Investments
Oklahoma
$2.35K +$586 +4 +33%
IHWM
768
Iron Horse Wealth Management
Iowa
$2.05K +$2.05K +14 New
Lazard Asset Management
769
Lazard Asset Management
New York
$2K -$286 -2 -13%
GFWA
770
Grey Fox Wealth Advisors
Delaware
$1.91K +$1.91K +13 New
SWA
771
SOA Wealth Advisors
New York
$1.91K
JGIA
772
Jackson Grant Investment Advisers
Connecticut
$1.91K +$1.91K +13 New
RTL
773
Red Tortoise LLC
Georgia
$1.76K
MFT
774
Moisand Fitzgerald Tamayo
Florida
$1.47K
SOW
775
State of Wyoming
Wyoming
$1.47K +$147 +1 +11%