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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 %
ZB
351
Zions Bancorporation
Utah
$2.63M +$900K +3,979 +52%
KA
352
Kintegral Advisory
New York
$2.63M -$123K -540 -4%
AssetMark Inc
353
AssetMark Inc
California
$2.59M +$2.44M +10,773 +1,615%
BFG
354
Bleakley Financial Group
New Jersey
$2.58M -$135K -598 -5%
CG
355
Castellan Group
Kentucky
$2.54M -$388K -1,717 -13%
AAS
356
Avantax Advisory Services
Texas
$2.53M -$23.5K -104 -0.9%
RC
357
Roundview Capital
New Jersey
$2.52M +$90.7K +401 +4%
AM
358
AGF Management
Ontario, Canada
$2.51M +$2.51M +11,114 New
RWP
359
RWA Wealth Partners
Massachusetts
$2.51M +$953K +4,215 +61%
MSU
360
Mizuho Securities USA
New York
$2.5M +$794K +3,510 +46%
Squarepoint
361
Squarepoint
New York
$2.5M +$1.79M +7,927 +252%
Rafferty Asset Management
362
Rafferty Asset Management
New York
$2.47M +$255K +1,127 +12%
TSMHT
363
Thurston Springer Miller Herd & Titak
Indiana
$2.43M +$848K +3,753 +53%
SIA
364
Schechter Investment Advisors
Michigan
$2.41M -$1.58K -7 -0.1%
ACM
365
Aquatic Capital Management
Illinois
$2.39M +$2.39M +10,586 New
AT
366
American Trust
Kentucky
$2.39M +$41.4K +183 +2%
LTAS
367
Linden Thomas Advisory Services
North Carolina
$2.35M +$329K +1,455 +16%
WA1
368
Wimmer Associates 1
California
$2.34M
UBP
369
Union Bancaire Privee
Switzerland
$2.33M +$2.33M +10,284 New
SFI
370
Siemens Fonds Invest
Germany
$2.33M +$223K +990 +11%
LA
371
Legacy Advisors
Pennsylvania
$2.32M +$92.6K +408 +4%
MAA
372
Mraz Amerine & Associates
California
$2.32M
PAS
373
Park Avenue Securities
New York
$2.29M +$623K +2,755 +37%
LF
374
Lantz Financial
Illinois
$2.29M +$904 +4 +0%
KAS
375
Kestra Advisory Services
Texas
$2.28M +$173K +763 +8%