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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 %
GM
776
GeoWealth Management
Illinois
$26K +$26K +146 New
OIAM
777
OFI Invest Asset Management
France
$24.9K +$24.9K +147 New
SS
778
Sunbelt Securities
Texas
$22.7K +$3.39K +19 +18%
HIA
779
Harbor Investment Advisory
Maryland
$22.4K -$113K -629 -83%
PSB
780
Piscataqua Savings Bank
New Hampshire
$22.4K
AS
781
Altshuler Shaham
Israel
$22.2K +$22.2K +124 New
MFA
782
McClarren Financial Advisors
Pennsylvania
$21K +$179 +1 +0.9%
LFG
783
Larson Financial Group
Missouri
$20.9K -$11.8K -66 -36%
CA
784
Centerpoint Advisors
Massachusetts
$20K -$183 -1 -0.9%
MWM
785
Mascoma Wealth Management
New Hampshire
$19.9K
RW
786
RVW Wealth
California
$19.2K +$19.2K +107 New
CT
787
Clearstead Trust
Maine
$19K
MCM
788
Manchester Capital Management
Vermont
$18.8K +$18.1K +101 +2,525%
LS
789
Livforsakringsbolaget Skandia
Sweden
$18K
OLVIG
790
Oliver Lagore Vanvalin Investment Group
Michigan
$17.4K
IBOK
791
Independence Bank of Kentucky
Kentucky
$17K
AWM
792
Atticus Wealth Management
Florida
$17K
CCP
793
Carmel Capital Partners
California
$17K +$10.4K +58 +157%
CAL
794
Capital Analysts LLC
Pennsylvania
$16K
BWM
795
Baystate Wealth Management
Massachusetts
$14.8K
FMII
796
Farmers & Merchants Investments Inc
Nebraska
$14.5K +$895 +5 +7%
FFA
797
Fairfield Financial Advisors
Massachusetts
$14.3K
WBC
798
West Branch Capital
Massachusetts
$13.8K
SIC
799
Salem Investment Counselors
North Carolina
$13.5K
FGAM
800
Financial Gravity Asset Management
Texas
$12.8K -$15.6K -91 -55%