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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 %
CFO
776
CVA Family Office
Colorado
$1.47K +$733 +5 +100%
FMP
777
Financial Management Professionals
Texas
$1K -$2.44K -22 -71%
ANBT
778
American National Bank & Trust
Texas
$879
MHR
779
Matthew Hamilton Rosenberg
$879
NSIM
780
North Star Investment Management
Illinois
$733
TFM
781
TFC Financial Management
Massachusetts
$587
TWD
782
True Wealth Design
Ohio
$440
ECM
783
Everence Capital Management
Indiana
$380
FGAM
784
Financial Gravity Asset Management
Texas
$281 +$25 +13 +10%
AWM
785
AllSquare Wealth Management
New York
$147
JFGIW
786
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116 -$21.6K -160 Closed
TC
787
TwinBeech Capital
New York
-$13.6M -101,429 Closed
Tudor Investment Corp
788
Tudor Investment Corp
Connecticut
-$6.63M -49,398 Closed
AWA
789
Arete Wealth Advisors
Illinois
-$611K -33,000 Closed
PCM
790
Prana Capital Management
Connecticut
-$4.33M -32,303 Closed
BA
791
Bridgewater Associates
Connecticut
-$3.33M -24,822 Closed
GIM
792
Goelzer Investment Management
Indiana
-$2.82M -21,004 Closed
CAM
793
Cidel Asset Management
Ontario, Canada
-$2.44M -18,168 Closed
EGM
794
Engineers Gate Manager
New York
-$2.23M -16,618 Closed
Marshall Wace
795
Marshall Wace
United Kingdom
-$1.95M -14,559 Closed
NLGIA
796
Nippon Life Global Investors Americas
New York
-$1.44M -10,700 Closed
ACM
797
Aquatic Capital Management
Illinois
-$1.36M -10,100 Closed
CSS
798
Cubist Systematic Strategies
Connecticut
-$1.35M -10,077 Closed
CW
799
Connectus Wealth
Ohio
-$13.5M -10,057 Closed
JWM
800
Jackson Wealth Management
Florida
-$1.34M -9,972 Closed