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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 %
WWP
801
WR Wealth Planners
Missouri
$12.7K +$1.43K +8 +13%
CMP
802
Coston McIsaac & Partners
Maine
$11K
NMG
803
New Millennium Group
Utah
$9.85K -$5.37K -30 -35%
SL
804
Salomon & Ludwin
Virginia
$9.67K +$9.67K +54 New
CPG
805
Cornerstone Planning Group
New Jersey
$9.31K -$1.25K -7 -12%
VWM
806
Valley Wealth Managers
New Jersey
$9.31K
RCM
807
Raleigh Capital Management
North Carolina
$9.13K +$9.13K +51 New
HWP
808
Highline Wealth Partners
California
$9.13K +$9.13K +51 New
TSWM
809
Tyler-Stone Wealth Management
Ohio
$9K
GBT
810
Grove Bank & Trust
Florida
$8.95K +$8.95K +50 New
SWA
811
Sutton Wealth Advisors
Florida
$8.42K +$1.97K +11 +31%
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.24K +$8.24K +46 New
PP
813
PrairieView Partners
Minnesota
$8K
SFG
814
Steward Financial Group
Texas
$8K +$8K +47 New
NSIM
815
North Star Investment Management
Illinois
$7.88K +$6.98K +39 +780%
MRCM
816
M&R Capital Management
New Jersey
$6.63K
AGWCA
817
Annis Gardner Whiting Capital Advisors
Florida
$6.48K +$6.48K +36 New
GJIA
818
Glass Jacobson Investment Advisors
Maryland
$6.27K
IPW
819
Impact Partnership Wealth
Georgia
$5.55K +$5.55K +31 New
HCP
820
Hexagon Capital Partners
Arkansas
$5.37K -$537 -3 -9%
IHWM
821
Iron Horse Wealth Management
Iowa
$4.83K +$2.33K +13 +93%
VCM
822
Versant Capital Management
Arizona
$4.66K
BWL
823
Bogart Wealth LLC
Virginia
$4.48K
JMF
824
Johnson Midwest Financial
Iowa
$4.48K
BIA
825
Bell Investment Advisors
California
$4.3K -$358 -2 -8%