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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 %
WSFS
301
Wilmington Savings Fund Society
Delaware
$3.53M +$3.53M +16,415 New
HF
302
HRT Financial
New York
$3.5M +$3.5M +16,283 New
BCI
303
Brinker Capital Investments
Pennsylvania
$3.49M -$137K -639 -4%
OPS
304
Orion Portfolio Solutions
Nebraska
$3.49M -$137K -639 -4%
CWM
305
CIBC World Markets
New York
$3.43M +$161K +747 +5%
FNA
306
First National Advisers
Nebraska
$3.35M +$168K +783 +5%
SOADOR
307
State of Alaska Department of Revenue
Alaska
$3.31M -$309K -1,440 -9%
TI
308
Tidal Investments
Wisconsin
$3.29M +$1M +4,654 +44%
PP
309
PDT Partners
New York
$3.26M
State of Tennessee, Department of Treasury
310
State of Tennessee, Department of Treasury
Tennessee
$3.26M -$3M -13,970 -48%
LOAME
311
Lombard Odier Asset Management (Europe)
United Kingdom
$3.24M +$256K +1,192 +9%
Nomura Holdings
312
Nomura Holdings
Japan
$3.2M +$2.64M +12,283 +476%
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$3.18M +$1.49M +7,006 +88%
IMCOOI
314
Investment Management Corp of Ontario (IMCO)
Canada
$3.17M -$237K -1,101 -7%
SAW
315
Signal Advisors Wealth
Michigan
$3.12M +$3.12M +14,497 New
MOACM
316
Mutual of America Capital Management
New York
$3.09M -$115K -533 -4%
NAM
317
Nissay Asset Management
Japan
$3.07M +$97.8K +455 +3%
CS
318
Candriam SCA
Luxembourg
$3.04M -$10.7M -49,813 -78%
FLPIM
319
F.L. Putnam Investment Management
Massachusetts
$3.04M -$881K -4,095 -22%
FNT
320
First National Trust
Pennsylvania
$3.03M -$56.8K -264 -2%
ASN
321
Advisory Services Network
Georgia
$2.93M
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$2.9M +$406K +1,888 +16%
MWM
323
Modern Wealth Management
Kansas
$2.9M +$1.51K +7 +0.1%
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$2.86M -$105K -489 -4%
AP
325
Appleton Partners
Massachusetts
$2.84M -$99.8K -464 -3%