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Broadridge

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
751
S.A. Mason
Michigan
$139K
BC
752
Bartlett & Co
Ohio
$137K +$21.3K +103 +18%
BCWM
753
Bartlett & Co Wealth Management
Ohio
$137K +$21.3K +103 +18%
USB
754
Union Savings Bank
Connecticut
$128K
SIM
755
Sentry Investment Management
Wisconsin
$127K -$13.6K -66 -10%
CSWM
756
Cassady Schiller Wealth Management
Ohio
$123K
TFA
757
Transamerica Financial Advisors
Florida
$121K -$21.8K -105 -15%
T
758
TOBAM
France
$119K -$117K -569 -50%
AAG
759
Armstrong Advisory Group
Massachusetts
$117K
AF
760
Allworth Financial
California
$115K -$823 -4 -0.7%
FFA
761
Farther Finance Advisors
California
$114K +$7.41K +36 +7%
QC
762
Quent Capital
New York
$112K
EWA
763
EverSource Wealth Advisors
Alabama
$110K +$23.4K +114 +27%
HCM
764
Highlander Capital Management
New Jersey
$103K
AA
765
Alta Advisers
United Kingdom
$103K
PPC
766
Park Place Capital
Alabama
$102K -$11.3K -55 -10%
DFA
767
DHJJ Financial Advisors
Illinois
$101K -$1.65K -8 -2%
LWANC
768
Laurel Wealth Advisors (North Carolina)
North Carolina
$101K
LWA
769
Lowe Wealth Advisors
Maryland
$101K
WOC
770
West Oak Capital
California
$101K
WTC
771
WhitTier Trust Company
Nevada
$96.7K -$74.9K -364 -44%
C
772
Covestor
United Kingdom
$96K -$16.9K -82 -15%
UCB
773
United Community Bank
South Carolina
$95.9K
BSB
774
Bangor Savings Bank
Maine
$93K
VNA
775
Valley National Advisers
Pennsylvania
$93K +$616 +3 +0.7%