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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 %
FNA
301
First National Advisers
Nebraska
$2.92M +$175K +888 +6%
FNT
302
First National Trust
Pennsylvania
$2.83M +$394 +2 +0%
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$2.8M +$31.7K +161 +1%
SA
304
Sanctuary Advisors
Indiana
$2.78M +$2.78M +14,337 New
PFA
305
Peak Financial Advisors
Colorado
$2.76M +$45.7K +232 +2%
Cerity Partners
306
Cerity Partners
New York
$2.73M -$1.24M -6,286 -31%
LOAME
307
Lombard Odier Asset Management (Europe)
United Kingdom
$2.73M +$564K +2,861 +26%
NAM
308
Nissay Asset Management
Japan
$2.72M +$66.8K +339 +3%
Cambridge Investment Research Advisors
309
Cambridge Investment Research Advisors
Iowa
$2.72M +$30.7K +156 +1%
AP
310
Appleton Partners
Massachusetts
$2.69M +$66K +335 +3%
MWM
311
Modern Wealth Management
Kansas
$2.66M +$788 +4 +0%
HSA
312
HBK Sorce Advisory
Pennsylvania
$2.61M +$53.8K +273 +2%
CP
313
CenterBook Partners
Connecticut
$2.6M +$118K +599 +5%
EGM
314
Engineers Gate Manager
New York
$2.58M +$2.26M +11,477 +703%
CG
315
Castellan Group
Kentucky
$2.58M +$97.5K +495 +4%
MLM
316
Mount Lucas Management
Pennsylvania
$2.58M -$14.8K -75 -0.6%
RMSCM
317
R.M. Sincerbeaux Capital Management
New York
$2.54M
KIC
318
Kensington Investment Counsel
California
$2.54M +$113K +576 +5%
SPIA
319
Steward Partners Investment Advisory
New York
$2.53M -$176K -891 -6%
OAM
320
Oppenheimer Asset Management
New York
$2.5M +$440K +2,235 +21%
AFA
321
Abacus FCF Advisors
Florida
$2.47M +$743K +3,772 +43%
WT
322
Whittier Trust
California
$2.46M +$13.8K +70 +0.6%
KA
323
Kintegral Advisory
New York
$2.42M +$1.92M +9,720 +378%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$2.38M -$19.5K -93 -0.8%
DIA
325
Dean Investment Associates
Ohio
$2.38M +$404K +2,051 +20%