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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 %
SIA
326
Schechter Investment Advisors
Michigan
$2.37M -$56.7K -288 -2%
BFG
327
Bleakley Financial Group
New Jersey
$2.36M -$16.7K -85 -0.7%
SLC
328
Second Line Capital
Louisiana
$2.36M +$132K +665 +6%
TCA
329
Transcend Capital Advisors
New Jersey
$2.36M +$238K +1,206 +11%
SA
330
SRN Advisors
Pennsylvania
$2.35M +$124K +630 +6%
SFCL
331
Strengthening Families & Communities LLC
Massachusetts
$2.32M +$67.8K +344 +3%
AAS
332
Avantax Advisory Services
Texas
$2.3M +$1.25M +6,323 +118%
SMDAM
333
Sumitomo Mitsui DS Asset Management
Japan
$2.29M +$69.1K +351 +3%
CG
334
Cynosure Group
Utah
$2.24M +$1.93M +9,790 +612%
Allianz Asset Management
335
Allianz Asset Management
Germany
$2.21M -$400K -2,031 -15%
TFP
336
Tilia Fiduciary Partners
North Carolina
$2.17M +$137K +695 +7%
MCM
337
MAI Capital Management
Ohio
$2.15M +$259K +1,317 +14%
CCM
338
Coldstream Capital Management
Washington
$2.15M +$77.2K +392 +4%
EMPI
339
Elo Mutual Pension Insurance
Finland
$2.13M +$10.6K +54 +0.5%
GWANC
340
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.11M +$43.1K +219 +2%
BBVA
341
Banco Bilbao Vizcaya Argentaria
Spain
$2.1M -$7.68K -39 -0.4%
TI
342
Tidal Investments
Wisconsin
$2.1M -$1.39M -7,061 -40%
DF
343
Donoghue Forlines
Massachusetts
$2.1M -$45.7K -232 -2%
RC
344
Roundview Capital
New Jersey
$2.07M +$6.9K +35 +0.3%
QCM
345
Quantinno Capital Management
New York
$2.06M +$228K +1,159 +12%
MAA
346
Mraz Amerine & Associates
California
$2.05M -$121K -616 -6%
RFC
347
Regions Financial Corp
Alabama
$2.05M -$42K -213 -2%
OQS
348
Occudo Quantitative Strategies
Florida
$2.05M +$2.05M +10,383 New
FCBT
349
First Citizens Bank & Trust
North Carolina
$2.04M +$17.7K +90 +0.9%
WA1
350
Wimmer Associates 1
California
$2.03M -$5.91K -30 -0.3%