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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
13.35%
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 %
GI
776
Gradient Investments
Minnesota
$91.7K -$20.8M -101,103 -100%
BF
777
BOK Financial
Oklahoma
$85.2K +$206 +1 +0.2%
BGAI
778
Bruce G. Allen Investments
Colorado
$84.4K +$84.4K +410 New
IA
779
IFP Advisors
Florida
$83.8K -$29.5K -143 -26%
PFBT
780
Parkside Financial Bank & Trust
Missouri
$83.1K +$19.8K +96 +31%
CAL
781
Capital Advisors Ltd
Ohio
$81K
DJSG
782
D.J. St. Germain
Massachusetts
$80.9K
TWC
783
TD Waterhouse Canada
Ontario, Canada
$80.6K +$12K +61 +18%
APC
784
Aspire Private Capital
North Carolina
$79.8K
HPC
785
HM Payson & Co
Maine
$78K -$77K -374 -50%
CCM
786
Chilton Capital Management
Texas
$76.3K
GM
787
GeoWealth Management
Illinois
$76K +$45.9K +223 +153%
HI
788
Harbour Investments
Wisconsin
$74.9K +$26.7K +130 +56%
LC
789
Lindbrook Capital
California
$74.5K +$15.2K +74 +26%
PB
790
Pinnacle Bancorp
Nebraska
$72.8K
CLOS
791
Compagnie Lombard Odier SCmA
Switzerland
$72K +$72K +350 New
VAG
792
VisionPoint Advisory Group
Texas
$70.2K +$70.2K +341 New
SOW
793
State of Wyoming
Wyoming
$69.1K -$202K -981 -74%
GWS
794
Glassman Wealth Services
Virginia
$68.3K
LS
795
Livforsakringsbolaget Skandia
Sweden
$63K +$42.3K +205 +205%
MA
796
Montag & Associates
Georgia
$62K
HIA
797
Harbor Investment Advisory
Maryland
$61.7K +$36K +175 +140%
MCM
798
MV Capital Management
Maryland
$61.3K +$412 +2 +0.7%
RBC
799
Roble Belko & Company
Pennsylvania
$61K
ADL
800
Asset Dedication LLC
California
$59K +$7.66K +37 +15%