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Broadridge

1,000 hedge funds and large institutions have $22.2B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 354 increasing their positions, 350 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+83
Holders Change %
+9.05%
% of All Funds
14.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
138
Increased
354
Reduced
350
Closed
47
Calls
$37.1M
Puts
$6.51M
Net Calls
+$30.6M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EGM
251
Engineers Gate Manager
New York
$5.06M +$2.24M +10,431 +80%
BCM
252
Brasada Capital Management
Texas
$4.98M -$32.1K -150 -0.6%
Creative Planning
253
Creative Planning
Kansas
$4.95M +$64.5K +300 +1%
HPIA
254
Hamilton Point Investment Advisors
North Carolina
$4.92M -$29.4K -136 -0.6%
IAA
255
Independent Advisor Alliance
North Carolina
$4.91M +$215 +1 +0%
BMCM
256
Bryn Mawr Capital Management
Pennsylvania
$4.84M +$225K +1,048 +5%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$4.75M -$743K -3,454 -14%
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$4.73M +$1.16M +5,224 +32%
Cerity Partners
259
Cerity Partners
New York
$4.71M +$1.73M +8,051 +58%
PCM
260
Parsons Capital Management
Rhode Island
$4.69M -$29K -135 -0.6%
EI
261
Ethic Inc
New York
$4.68M -$123K -598 -3%
VanEck Associates
262
VanEck Associates
New York
$4.54M +$450K +2,079 +11%
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$4.47M +$18.7K +87 +0.4%
FHB
264
First Hawaiian Bank
Hawaii
$4.47M +$8.6K +40 +0.2%
PFM
265
Patton Fund Management
Texas
$4.44M -$240K -1,115 -5%
Connor, Clark & Lunn Investment Management (CC&L)
266
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.41M +$4.41M +20,495 New
Two Sigma Advisers
267
Two Sigma Advisers
New York
$4.39M +$4.39M +20,400 New
D.E. Shaw & Co
268
D.E. Shaw & Co
New York
$4.37M -$4.8M -22,306 -52%
SNB
269
Security National Bank
Nebraska
$4.35M -$15.9K -74 -0.4%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$4.33M +$673K +3,132 +18%
GAM
271
Griffin Asset Management
New York
$4.32M -$8.6K -40 -0.2%
BC
272
Burney Company
Virginia
$4.29M -$81.9K -381 -2%
BCIM
273
British Columbia Investment Management
British Columbia, Canada
$4.24M -$611K -2,840 -13%
LWM
274
Lyell Wealth Management
California
$4.22M +$4.22M +19,643 New
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$4.17M -$3.68M -17,111 -47%