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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 %
MFG
826
Menard Financial Group
Texas
-$218K -1,624 Closed
SF
827
Synovus Financial
Georgia
-$214K -1,592 Closed
CS
828
Comerica Securities
Michigan
-$132K -978 Closed
MAM
829
Meeder Asset Management
Ohio
-$131K -976 Closed
USCWA
830
U.S. Capital Wealth Advisors
Texas
-$119K -890 Closed
Federated Hermes
831
Federated Hermes
Pennsylvania
-$97.1K -724 Closed
OWA
832
One Wealth Advisors
California
-$58.7K -438 Closed
GPI
833
General Partner Inc
Pennsylvania
-$44.5K -332 Closed
RFA
834
Resurgent Financial Advisors
Georgia
-$27.2K -203 Closed
KSWA
835
Kathleen S. Wright Associates
Pennsylvania
-$27K -200 Closed
MCC
836
Money Concepts Capital
Florida
-$26.2K -195 Closed
GA
837
GoalVest Advisory
New York
-$19.9K -148 Closed
AWM
838
Accurate Wealth Management
Florida
-$18.5K -133 Closed
ZIG
839
Zullo Investment Group
Pennsylvania
-$16.9K -126 Closed
MWM
840
MinichMacGregor Wealth Management
New York
-$16.8K -125 Closed
SIS
841
Sound Income Strategies
Florida
-$11.3K -84 Closed
TCWA
842
Ten Capital Wealth Advisors
Washington
-$6.98K -52 Closed
RBC
843
Romano Brothers & Co
Illinois
-$6.84K -51 Closed
MTIC
844
Missouri Trust & Investment Company
Missouri
-$7K -50 Closed
HNWAG
845
High Net Worth Advisory Group
Florida
-$3.35K -25 Closed
ACM
846
AUA Capital Management
Pennsylvania
-$3.22K -24 Closed
SC
847
Sierra Capital
Florida
-$1K -10 Closed
AA
848
Addison Advisors
Vermont
-$1.21K -9 Closed
GTCM
849
Gyon Technologies Capital Management
New Jersey
-$671 -5 Closed
BHWM
850
Beaird Harris Wealth Management
Texas
-$671 -5 Closed