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Broadridge

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
251
Integrated Wealth Concepts
Massachusetts
$4.45M +$1.11M +5,629 +33%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$4.44M +$1.68M +8,551 +61%
LFAS
253
Level Four Advisory Services
Texas
$4.44M +$4.44M +22,554 New
CNB
254
Czech National Bank
Czech Republic
$4.44M +$355K +1,801 +9%
SPS
255
Susquehanna Portfolio Strategies
Pennsylvania
$4.38M
PCM
256
Parsons Capital Management
Rhode Island
$4.32M -$64.8K -329 -1%
PFM
257
Patton Fund Management
Texas
$4.29M -$841K -4,269 -16%
BMCM
258
Bryn Mawr Capital Management
Pennsylvania
$4.23M +$287K +1,459 +7%
FHB
259
First Hawaiian Bank
Hawaii
$4.08M +$272K +1,381 +7%
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$4.08M +$47.1K +239 +1%
BC
261
Burney Company
Virginia
$4.01M -$22.3K -113 -0.6%
SNB
262
Security National Bank
Nebraska
$4M +$31.5K +160 +0.8%
WI
263
WBI Investments
New Jersey
$3.99M +$1.86M +9,447 +87%
GAM
264
Griffin Asset Management
New York
$3.96M +$128K +650 +3%
BG
265
BDF Gestion
France
$3.95M +$3.95M +20,069 New
SG Americas Securities
266
SG Americas Securities
New York
$3.94M -$6.78M -34,436 -63%
YCM
267
Yousif Capital Management
Michigan
$3.93M +$230K +1,167 +6%
TPSF
268
Texas Permanent School Fund
Texas
$3.84M -$958K -4,861 -20%
MC
269
Middleton & Co
Massachusetts
$3.82M -$136K -690 -3%
URS
270
Utah Retirement Systems
Utah
$3.8M -$197K -1,000 -5%
VanEck Associates
271
VanEck Associates
New York
$3.72M +$3.72M +18,888 New
WBC
272
Westpac Banking Corp
Australia
$3.63M
TAF
273
Tredje AP-fonden
Sweden
$3.63M -$56.9K -289 -2%
FLPIM
274
F.L. Putnam Investment Management
Massachusetts
$3.59M -$434K -2,203 -11%
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$3.54M +$637K +3,235 +22%