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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 %
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$4.36M -$184K -815 -4%
OAM
277
Occidental Asset Management
California
$4.36M +$277K +1,223 +7%
MC
278
Middleton & Co
Massachusetts
$4.34M -$27.1K -120 -0.6%
Neuberger Berman Group
279
Neuberger Berman Group
New York
$4.33M -$1.72M -7,629 -28%
YCM
280
Yousif Capital Management
Michigan
$4.31M -$71.9K -318 -2%
NA
281
NewEdge Advisors
Louisiana
$4.27M +$216K +956 +5%
LOAME
282
Lombard Odier Asset Management (Europe)
United Kingdom
$4.27M +$865K +3,827 +25%
CWM
283
CIBC World Markets
New York
$4.17M +$569K +2,515 +16%
TAF
284
Tredje AP-fonden
Sweden
$4.16M
CS
285
Candriam SCA
Luxembourg
$4.16M +$956K +4,229 +30%
WFMPM
286
Woodley Farra Manion Portfolio Management
Indiana
$4.15M +$69K +304 +2%
SWP
287
Stratos Wealth Partners
Ohio
$4.14M +$93.4K +413 +2%
SAW
288
Signal Advisors Wealth
Michigan
$4.13M +$840K +3,699 +26%
KIC
289
Kensington Investment Counsel
California
$4.13M +$1.17M +5,169 +39%
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$4.09M +$705K +3,120 +21%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$4.08M +$177K +784 +5%
CII
292
Capital International Inc
California
$4.07M -$1.83M -8,086 -31%
PFM
293
Patton Fund Management
Texas
$4.06M -$616K -2,726 -13%
BG
294
BDF Gestion
France
$4.02M -$522K -2,308 -12%
AFA
295
Abacus FCF Advisors
Florida
$4.01M +$1.26M +5,580 +46%
PGAM
296
Princeton Global Asset Management
New Jersey
$4M +$53.8K +238 +1%
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$3.96M -$2.38M -10,505 -37%
NYLIM
298
New York Life Investment Management
New York
$3.93M +$15.8K +70 +0.4%
SWM
299
Sugarloaf Wealth Management
Georgia
$3.91M +$6.1K +27 +0.2%
PFSRSONJ
300
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.87M +$3.87M +17,107 New