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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 %
Bessemer Group
401
Bessemer Group
New Jersey
$1.37M -$16.6K -84 -1%
RWP
402
RWA Wealth Partners
Massachusetts
$1.35M +$197 +1 +0%
SFG
403
SNS Financial Group
Minnesota
$1.35M +$1.98K +10 +0.1%
QCM
404
QRG Capital Management
Illinois
$1.34M -$42.2K -214 -3%
TWM
405
Trueblood Wealth Management
Ohio
$1.33M -$197 -1 -0%
SAM
406
Securian Asset Management
Minnesota
$1.33M -$19.7K -100 -1%
MFG
407
Merit Financial Group
Georgia
$1.33M +$146K +742 +12%
LSERS
408
Louisiana State Employees Retirement System
Louisiana
$1.32M -$39.4K -200 -3%
NERM
409
New England Research & Management
Illinois
$1.32M -$92.6K -470 -7%
CS
410
Cannell & Spears
New York
$1.31M
RJT
411
Raymond James Trust
Florida
$1.3M +$105K +535 +9%
ZB
412
Zions Bancorporation
Utah
$1.3M -$900K -4,571 -41%
QT
413
Quantbot Technologies
New York
$1.3M +$681K +3,458 +111%
TSMHT
414
Thurston Springer Miller Herd & Titak
Indiana
$1.29M +$1.29M +6,548 New
Squarepoint
415
Squarepoint
New York
$1.28M -$1.01M -5,148 -44%
BAMF
416
BI Asset Management Fondsmaeglerselskab
Denmark
$1.27M -$812K -4,122 -39%
DWM
417
Dynasty Wealth Management
Florida
$1.26M +$48.7K +247 +4%
MAM
418
Mirabaud Asset Management
United Kingdom
$1.24M -$67.8K -344 -5%
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
$1.22M -$8.26M -41,933 -87%
CF
420
Centaurus Financial
California
$1.22M +$1.22M +6,174 New
BEI
421
Benjamin Edwards Inc
Missouri
$1.21M -$32.7K -166 -3%
Koshinski Asset Management
422
Koshinski Asset Management
Illinois
$1.2M -$99.4K -497 -8%
CCA
423
Catalyst Capital Advisors
New York
$1.19M
HCA
424
Harbor Capital Advisors
Illinois
$1.18M +$677K +3,435 +134%
NMERB
425
New Mexico Educational Retirement Board
New Mexico
$1.17M