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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
14.46%
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 %
ACG
326
Allen Capital Group
Nebraska
$2.84M +$1.15M +5,327 +68%
KIC
327
Kensington Investment Counsel
California
$2.82M +$48.2K +224 +2%
HSA
328
HBK Sorce Advisory
Pennsylvania
$2.8M -$53.3K -248 -2%
CG
329
Castellan Group
Kentucky
$2.79M -$26.9K -125 -1%
LCM
330
Logan Capital Management
Pennsylvania
$2.79M -$2.88M -13,389 -51%
RMSCM
331
R.M. Sincerbeaux Capital Management
New York
$2.77M
OAM
332
Oppenheimer Asset Management
New York
$2.77M +$41.7K +194 +2%
SPIA
333
Steward Partners Investment Advisory
New York
$2.77M +$1.72K +8 +0.1%
SLC
334
Second Line Capital
Louisiana
$2.74M +$157K +728 +6%
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$2.73M -$330K -1,533 -11%
SFCL
336
Strengthening Families & Communities LLC
Massachusetts
$2.7M +$168K +779 +7%
WT
337
Whittier Trust
California
$2.68M
TCA
338
Transcend Capital Advisors
New Jersey
$2.64M +$70.7K +329 +3%
KA
339
Kintegral Advisory
New York
$2.62M -$34.3K -159 -1%
AFA
340
Abacus FCF Advisors
Florida
$2.61M -$81.3K -378 -3%
BFG
341
Bleakley Financial Group
New Jersey
$2.58M -$3.23K -15 -0.1%
MCM
342
MAI Capital Management
Ohio
$2.56M +$204K +948 +9%
DIA
343
Dean Investment Associates
Ohio
$2.54M -$60.6K -282 -2%
QCM
344
Quantinno Capital Management
New York
$2.53M +$272K +1,266 +12%
TFP
345
Tilia Fiduciary Partners
North Carolina
$2.52M +$149K +692 +6%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$2.5M +$59.7K +278 +2%
CCM
347
Coldstream Capital Management
Washington
$2.5M +$152K +707 +6%
YIH
348
Y-Intercept (HK)
Hong Kong
$2.49M +$1.36M +6,336 +121%
Capital Fund Management (CFM)
349
Capital Fund Management (CFM)
France
$2.43M +$2.43M +11,318 New
AAS
350
Avantax Advisory Services
Texas
$2.43M -$77K -358 -3%