BR icon

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 %
EWA
376
EP Wealth Advisors
California
$1.69M -$160K -811 -9%
CIA
377
Concurrent Investment Advisors
Florida
$1.66M +$60.7K +308 +4%
CAM
378
Cresset Asset Management
Illinois
$1.65M +$179K +903 +12%
PAS
379
Park Avenue Securities
New York
$1.62M +$24.4K +124 +2%
MPM
380
MBB Public Markets
Illinois
$1.62M +$1.35M +6,878 +517%
HCM
381
Hilton Capital Management
New York
$1.6M +$49.3K +250 +3%
Mirae Asset Global Investments
382
Mirae Asset Global Investments
South Korea
$1.59M -$2.34M -11,731 -60%
SL
383
Sentry LLC
Tennessee
$1.57M
ACG
384
Allen Capital Group
Nebraska
$1.55M +$42.9K +218 +3%
LF
385
Lee Financial
Texas
$1.54M -$74.3K -377 -5%
KNW
386
Kesler Norman & Wride
Utah
$1.53M -$200K -1,015 -12%
IMRF
387
Illinois Municipal Retirement Fund
Illinois
$1.53M
AWM
388
Apollon Wealth Management
South Carolina
$1.53M +$241K +1,222 +19%
LTAS
389
Linden Thomas Advisory Services
North Carolina
$1.51M +$189K +961 +14%
HIMCH
390
Hartford Investment Management Co (HIMCO)
Connecticut
$1.5M -$5.91K -30 -0.4%
PS
391
Principal Securities
Iowa
$1.47M +$55K +279 +4%
WC
392
Waterloo Capital
Texas
$1.47M +$44.1K +224 +3%
Vontobel Holding
393
Vontobel Holding
Switzerland
$1.46M +$152K +773 +12%
KIA
394
Knollwood Investment Advisory
Maryland
$1.45M +$1.45M +7,385 New
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$1.43M +$167K +849 +13%
BAM
396
Boyar Asset Management
New York
$1.41M +$197 +1 +0%
Allspring Global Investments
397
Allspring Global Investments
North Carolina
$1.41M -$50.2K -255 -3%
EAMA
398
EFG Asset Management (Americas)
Florida
$1.41M +$370K +1,876 +36%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$1.39M +$103K +522 +8%
WF
400
Welch & Forbes
Massachusetts
$1.38M