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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 %
CFO
851
CVA Family Office
Colorado
$16.5K +$16.5K +80 New
NBT
852
Northwest Bank & Trust
Iowa
$16K +$16K +78 New
WBC
853
West Branch Capital
Massachusetts
$15.8K
SIC
854
Salem Investment Counselors
North Carolina
$15.5K
FGAM
855
Financial Gravity Asset Management
Texas
$13.6K +$522 +3 +4%
FUBT
856
First United Bank & Trust
Maryland
$13.2K +$13.2K +64 New
CMP
857
Coston McIsaac & Partners
Maine
$13K
JWM
858
Janiczek Wealth Management
Colorado
$11.7K +$11.7K +57 New
CPG
859
Cornerstone Planning Group
New Jersey
$10.7K
VWM
860
Valley Wealth Managers
New Jersey
$10.7K
AGWCA
861
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$3.1K +15 +42%
NMG
862
New Millennium Group
Utah
$10.5K -$823 -4 -7%
TSWM
863
Tyler-Stone Wealth Management
Ohio
$10.5K
TCOV
864
Trust Company of Vermont
Vermont
$10.3K -$162K -789 -94%
GBT
865
Grove Bank & Trust
Florida
$10.3K
PWMG
866
Private Wealth Management Group
New Jersey
$10.1K +$10.1K +49 New
PP
867
PrairieView Partners
Minnesota
$10K
SL
868
Salomon & Ludwin
Virginia
$9.67K
AF
869
Advisornet Financial
Minnesota
$9.26K +$4.53K +22 +96%
FFO
870
Fortitude Family Office
Arizona
$9.26K +$9.26K +45 New
NSIM
871
North Star Investment Management
Illinois
$8.02K -$1.03K -5 -11%
EC
872
EdgeRock Capital
Colorado
$7.87K +$7.87K +39 New
FFA
873
Frazier Financial Advisors
Ohio
$7.82K +$7.82K +38 New
MRCM
874
M&R Capital Management
New Jersey
$7.61K
GJIA
875
Glass Jacobson Investment Advisors
Maryland
$7.2K