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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 %
WPWM
826
Western Pacific Wealth Management
Illinois
$4.3K
AF
827
Advisornet Financial
Minnesota
$4.12K -$13.6K -76 -77%
CSB
828
City State Bank
Iowa
$4K
AWM
829
Abound Wealth Management
Tennessee
$3.58K
SIC
830
SJS Investment Consulting
Ohio
$3.4K +$537 +3 +19%
BCMLT
831
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.31K
EIM
832
Essex Investment Management
Massachusetts
$3.22K
FMP
833
Financial Management Professionals
Texas
$3K +$1.2K +6 +67%
UOTTAIMCU
834
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.53K +$2.53K +14 New
SWA
835
SOA Wealth Advisors
New York
$2.33K
JGIA
836
Jackson Grant Investment Advisers
Connecticut
$2.33K
RTL
837
Red Tortoise LLC
Georgia
$2.15K
MIM
838
Macroview Investment Management
Maryland
$1.97K +$1.97K +11 New
MFT
839
Moisand Fitzgerald Tamayo
Florida
$1.79K
ANBT
840
American National Bank & Trust
Texas
$1.07K
MHR
841
Matthew Hamilton Rosenberg
$1.07K
AW
842
Avion Wealth
Texas
$1K +$1K +6 New
TFM
843
TFC Financial Management
Massachusetts
$717
PCTC
844
Perkins Coie Trust Company
Washington
$716 +$716 +4 New
TWD
845
True Wealth Design
Ohio
$538
ECM
846
Everence Capital Management
Indiana
$465
HGERS
847
Householder Group Estate & Retirement Specialist
Arizona
$358 +$358 +2 New
Balyasny Asset Management
848
Balyasny Asset Management
Illinois
-$21.2M -128,141 Closed
AT
849
AMF Tjänstepension
Sweden
-$1.86M -11,200 Closed
ZIG
850
Zurich Insurance Group
Switzerland
-$1.76M -10,600 Closed