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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
13.36%
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 %
SSB
826
Sandy Spring Bank
Maryland
$31.5K
OAJ
827
Ogorek Anthony Joseph
New York
$31K
OIAM
828
OFI Invest Asset Management
France
$27.2K -$186 -1 -0.7%
CA
829
Clearstead Advisors
Ohio
$27.2K -$45.7K -222 -63%
RIL
830
Rothschild Investment LLC
Illinois
$25.9K +$25.9K +126 New
PSB
831
Piscataqua Savings Bank
New Hampshire
$25.7K
LFG
832
Larson Financial Group
Missouri
$24.1K
MFA
833
McClarren Financial Advisors
Pennsylvania
$24K +$203 +1 +0.9%
WIA
834
Wetzel Investment Advisors
Indiana
$24K +$24K +115 New
MWM
835
Mascoma Wealth Management
New Hampshire
$22.8K
CA
836
Centerpoint Advisors
Massachusetts
$22K
Lazard Asset Management
837
Lazard Asset Management
New York
$22K +$21K +102 +2,040%
CT
838
Clearstead Trust
Maine
$21.8K
TCWA
839
Turtle Creek Wealth Advisors
Texas
$21.4K +$21.4K +104 New
VWA
840
Valued Wealth Advisors
Utah
$21.3K +$21.3K +118 New
OLVIG
841
Oliver Lagore Vanvalin Investment Group
Michigan
$20K
AWM
842
Atticus Wealth Management
Florida
$19.5K
IBOK
843
Independence Bank of Kentucky
Kentucky
$19.5K
SS
844
Sunbelt Securities
Texas
$18.5K -$7.62K -37 -29%
CW
845
Connectus Wealth
Ohio
$18.3K +$18.3K +88,774 New
CCA
846
Criterion Capital Advisors
Tennessee
$18.1K +$18.1K +88 New
CAL
847
Capital Analysts LLC
Pennsylvania
$18K
BWM
848
Baystate Wealth Management
Massachusetts
$17.1K +$206 +1 +1%
FMII
849
Farmers & Merchants Investments Inc
Nebraska
$16.7K
FFA
850
Fairfield Financial Advisors
Massachusetts
$16.5K