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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 %
URS
276
Utah Retirement Systems
Utah
$4.17M +$21.5K +100 +0.5%
YCM
277
Yousif Capital Management
Michigan
$4.17M -$125K -582 -3%
SA
278
Sanctuary Advisors
Indiana
$4.17M +$866K +3,761 +26%
MC
279
Middleton & Co
Massachusetts
$4.16M -$8.6K -40 -0.2%
WBC
280
Westpac Banking Corp
Australia
$4.14M +$176K +819 +4%
SAM
281
Shell Asset Management
Netherlands
$4.03M +$4.03M +18,740 New
BG
282
BDF Gestion
France
$3.98M
Osaic Holdings
283
Osaic Holdings
Arizona
$3.97M -$2.81M -13,042 -41%
TAF
284
Tredje AP-fonden
Sweden
$3.96M
OAM
285
Occidental Asset Management
California
$3.88M +$185K +862 +5%
WFMPM
286
Woodley Farra Manion Portfolio Management
Indiana
$3.88M +$3.88M +17,963 New
Bank of Nova Scotia
287
Bank of Nova Scotia
Ontario, Canada
$3.87M +$4.3K +20 +0.1%
NA
288
NewEdge Advisors
Louisiana
$3.86M +$229K +1,066 +6%
SWP
289
Stratos Wealth Partners
Ohio
$3.85M +$213K +990 +6%
LCM
290
Laurion Capital Management
New York
$3.82M +$3.82M +17,764 New
GAM
291
Garrison Asset Management
Arkansas
$3.78M -$77.4K -360 -2%
PGAM
292
Princeton Global Asset Management
New Jersey
$3.76M +$252K +1,170 +7%
NYLIM
293
New York Life Investment Management
New York
$3.73M -$97.2K -452 -3%
LRIC
294
Long Road Investment Counsel
Michigan
$3.72M
SWM
295
Sugarloaf Wealth Management
Georgia
$3.72M +$68.8K +320 +2%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$3.71M +$250K +1,161 +7%
IB
297
Intrust Bank
Kansas
$3.7M -$10.3K -48 -0.3%
Federated Hermes
298
Federated Hermes
Pennsylvania
$3.67M -$7.54M -35,060 -67%
TC
299
TwinBeech Capital
New York
$3.65M +$3.65M +16,995 New
1832 Asset Management
300
1832 Asset Management
Ontario, Canada
$3.54M -$173K -804 -5%