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Broadridge

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TAF
276
Tredje AP-fonden
Sweden
$3.83M
WBC
277
Westpac Banking Corp
Australia
$3.78M +$2.68M +13,075 +244%
SAM
278
Shell Asset Management
Netherlands
$3.67M -$1.54M -7,816 -30%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$3.67M +$496K +2,424 +16%
GAM
280
Garrison Asset Management
Arkansas
$3.67M -$27.9K -136 -0.8%
NYLIM
281
New York Life Investment Management
New York
$3.66M -$123K -600 -3%
TI
282
Tidal Investments
Wisconsin
$3.63M +$1.81M +8,837 +100%
IB
283
Intrust Bank
Kansas
$3.58M -$130K -636 -4%
LRIC
284
Long Road Investment Counsel
Michigan
$3.52M +$51.2K +250 +1%
SWP
285
Stratos Wealth Partners
Ohio
$3.49M +$152K +742 +5%
CIBC Asset Management
286
CIBC Asset Management
Ontario, Canada
$3.47M +$101K +495 +3%
IWC
287
Integrated Wealth Concepts
Massachusetts
$3.47M +$284K +1,385 +9%
BCI
288
Brinker Capital Investments
Pennsylvania
$3.46M -$42.6K -208 -1%
OPS
289
Orion Portfolio Solutions
Nebraska
$3.46M -$42.6K -208 -1%
SWM
290
Sugarloaf Wealth Management
Georgia
$3.43M +$233K +1,137 +7%
OAM
291
Occidental Asset Management
California
$3.35M +$192K +936 +6%
Mirae Asset Global Investments
292
Mirae Asset Global Investments
South Korea
$3.3M +$85.1K +508 +3%
ASN
293
Advisory Services Network
Georgia
$3.28M -$46.1K -225 -1%
SW
294
Simplicity Wealth
New Jersey
$3.26M +$2.78M +13,549 +577%
PGAM
295
Princeton Global Asset Management
New Jersey
$3.23M +$101K +495 +3%
MOACM
296
Mutual of America Capital Management
New York
$3.16M -$61.5K -300 -2%
CAN
297
Cetera Advisor Networks
California
$3.06M -$14.3K -70 -0.5%
Bank of Nova Scotia
298
Bank of Nova Scotia
Ontario, Canada
$3.02M -$13.6M -66,449 -82%
SWS
299
SYSTM Wealth Solutions
Illinois
$2.96M -$10.1K -49 -0.3%
FNT
300
First National Trust
Pennsylvania
$2.94M