BR icon

Broadridge

1,039 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 336 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+39
Holders Change %
+3.9%
% of All Funds
13.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
130
Increased
387
Reduced
336
Closed
77
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$5.36M +$151K +667 +3%
IAA
252
Independent Advisor Alliance
North Carolina
$5.34M +$180K +798 +3%
HPIA
253
Hamilton Point Investment Advisors
North Carolina
$5.27M +$98K +432 +2%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$5.21M -$1.72M -7,608 -25%
BCM
255
Brasada Capital Management
Texas
$5.2M -$29.5K -131 -0.6%
Cerity Partners
256
Cerity Partners
New York
$5.2M +$342K +1,544 +7%
UH
257
Unigestion Holding
Switzerland
$5.16M +$3.98M +17,603 +338%
KBC Group
258
KBC Group
Belgium
$5.09M -$823K -3,638 -14%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$5.06M +$602K +2,664 +14%
BMCM
260
Bryn Mawr Capital Management
Pennsylvania
$5.04M -$43.4K -192 -0.9%
Envestnet Portfolio Solutions
261
Envestnet Portfolio Solutions
Illinois
$4.93M -$67.1K -297 -1%
VanEck Associates
262
VanEck Associates
New York
$4.8M +$62.6K +277 +1%
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$4.68M -$27.4K -121 -0.6%
PCM
264
Prana Capital Management
Connecticut
$4.62M +$4.62M +20,444 New
FHB
265
First Hawaiian Bank
Hawaii
$4.61M -$90.4K -400 -2%
Wealth Enhancement Advisory Services
266
Wealth Enhancement Advisory Services
Minnesota
$4.58M +$196K +865 +4%
BC
267
Burney Company
Virginia
$4.58M +$66.5K +294 +1%
GAM
268
Griffin Asset Management
New York
$4.52M -$18.1K -80 -0.4%
SNB
269
Security National Bank
Nebraska
$4.46M -$107K -473 -2%
WBC
270
Westpac Banking Corp
Australia
$4.45M +$96.8K +428 +2%
SA
271
Sanctuary Advisors
Indiana
$4.44M +$115K +479 +3%
PCM
272
Parsons Capital Management
Rhode Island
$4.41M -$519K -2,296 -11%
UIM
273
USS Investment Management
United Kingdom
$4.41M -$953K -4,213 -18%
ECM
274
ExodusPoint Capital Management
New York
$4.4M -$3.1M -13,729 -41%
URS
275
Utah Retirement Systems
Utah
$4.38M