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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 %
MWM
326
Modern Wealth Management
Kansas
$3.08M +$33.2K +147 +1%
SOADOR
327
State of Alaska Department of Revenue
Alaska
$3.02M -$467K -2,065 -13%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$3.01M +$370K +1,635 +14%
SLC
329
Second Line Capital
Louisiana
$3M +$126K +554 +4%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$3M -$12.4K -55 -0.4%
ASN
331
Advisory Services Network
Georgia
$2.99M -$374K -1,656 -11%
FNA
332
First National Advisers
Nebraska
$2.98M -$543K -2,403 -15%
HSA
333
HBK Sorce Advisory
Pennsylvania
$2.96M +$19.7K +87 +0.7%
RMSCM
334
R.M. Sincerbeaux Capital Management
New York
$2.92M
OAM
335
Oppenheimer Asset Management
New York
$2.9M -$10.6K -47 -0.4%
AP
336
Appleton Partners
Massachusetts
$2.9M -$82.8K -366 -3%
GWANC
337
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.9M +$410K +1,815 +17%
SFCL
338
Strengthening Families & Communities LLC
Massachusetts
$2.89M +$51.1K +226 +2%
PA
339
Pinnacle Associates
New York
$2.87M +$599K +2,648 +26%
LCM
340
Logan Capital Management
Pennsylvania
$2.87M -$59K -261 -2%
VPIM
341
Vanguard Personalized Indexing Management
California
$2.85M +$378K +1,672 +15%
CCM
342
Coldstream Capital Management
Washington
$2.84M +$217K +959 +8%
WT
343
Whittier Trust
California
$2.82M +$5.43K +24 +0.2%
DIA
344
Dean Investment Associates
Ohio
$2.79M +$121K +535 +5%
TCA
345
Transcend Capital Advisors
New Jersey
$2.79M +$8.14K +36 +0.3%
NAMM
346
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.75M +$2.75M +12,165 New
IC
347
IEQ Capital
California
$2.71M +$884K +3,910 +48%
UM
348
UniSuper Management
Australia
$2.7M +$323K +1,430 +14%
TFP
349
Tilia Fiduciary Partners
North Carolina
$2.69M +$42.1K +186 +2%
EMPI
350
Elo Mutual Pension Insurance
Finland
$2.69M +$313K +1,385 +13%