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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 %
GAM
276
Garrison Asset Management
Arkansas
$3.53M +$9.85K +50 +0.3%
NYLIM
277
New York Life Investment Management
New York
$3.5M -$11.4K -58 -0.3%
LRIC
278
Long Road Investment Counsel
Michigan
$3.41M +$19.7K +100 +0.6%
IB
279
Intrust Bank
Kansas
$3.4M -$46.5K -236 -1%
1832 Asset Management
280
1832 Asset Management
Ontario, Canada
$3.4M -$294K -1,494 -8%
OAM
281
Occidental Asset Management
California
$3.39M +$170K +862 +5%
Daiwa Securities Group
282
Daiwa Securities Group
Japan
$3.35M -$186K -942 -5%
SWM
283
Sugarloaf Wealth Management
Georgia
$3.34M +$39.8K +202 +1%
SWP
284
Stratos Wealth Partners
Ohio
$3.33M -$28.6K -145 -0.9%
NA
285
NewEdge Advisors
Louisiana
$3.32M -$469K -2,382 -12%
SOADOR
286
State of Alaska Department of Revenue
Alaska
$3.32M +$799K +4,055 +32%
OPS
287
Orion Portfolio Solutions
Nebraska
$3.32M -$8.08K -41 -0.2%
BCI
288
Brinker Capital Investments
Pennsylvania
$3.32M -$8.08K -41 -0.2%
PGAM
289
Princeton Global Asset Management
New Jersey
$3.21M +$104K +530 +3%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$3.18M +$581K +2,948 +22%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$3.17M -$170K -861 -5%
SW
292
Simplicity Wealth
New Jersey
$3.15M +$19.3K +98 +0.6%
IG
293
ING Group
Netherlands
$3.13M -$9.31M -47,235 -75%
IMCOOI
294
Investment Management Corp of Ontario (IMCO)
Canada
$3.12M +$2.74M +13,898 +720%
LA
295
LBP AM
France
$3.07M -$912K -4,629 -23%
CWM
296
CIBC World Markets
New York
$2.99M +$667K +3,388 +29%
PP
297
PDT Partners
New York
$2.99M -$1.42M -7,228 -32%
Neuberger Berman Group
298
Neuberger Berman Group
New York
$2.94M -$1.78M -9,048 -38%
MOACM
299
Mutual of America Capital Management
New York
$2.94M -$106K -539 -3%
ASN
300
Advisory Services Network
Georgia
$2.93M -$229K -1,162 -7%