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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 %
IGAM
401
iA Global Asset Management
Quebec, Canada
$1.64M +$1.33M +6,183 +435%
MSU
402
Mizuho Securities USA
New York
$1.63M -$332K -1,543 -17%
MLM
403
Mount Lucas Management
Pennsylvania
$1.6M -$1.21M -5,611 -43%
Vontobel Holding
404
Vontobel Holding
Switzerland
$1.6M
AWM
405
Apollon Wealth Management
South Carolina
$1.59M -$77.6K -361 -5%
KIA
406
Knollwood Investment Advisory
Maryland
$1.59M
PAS
407
Park Avenue Securities
New York
$1.59M -$185K -862 -10%
HIMCH
408
Hartford Investment Management Co (HIMCO)
Connecticut
$1.58M -$54.2K -252 -3%
BAMF
409
BI Asset Management Fondsmaeglerselskab
Denmark
$1.57M +$191K +889 +14%
QCM
410
QRG Capital Management
Illinois
$1.57M +$107K +498 +7%
KNW
411
Kesler Norman & Wride
Utah
$1.57M -$105K -488 -6%
CC
412
Centiva Capital
New York
$1.56M +$1.56M +7,274 New
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$49.7K +231 +3%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$2.37K +11 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
415
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.55M +$1.55M +7,200 New
BAM
416
Boyar Asset Management
New York
$1.54M
Bessemer Group
417
Bessemer Group
New Jersey
$1.54M +$47.8K +222 +3%
LCWP
418
Legacy Capital Wealth Partners
Arkansas
$1.53M +$692K +3,216 +83%
CF
419
Centaurus Financial
California
$1.52M +$188K +876 +14%
TSMHT
420
Thurston Springer Miller Herd & Titak
Indiana
$1.51M +$100K +467 +7%
PGCM
421
Prescott Group Capital Management
Oklahoma
$1.51M +$430K +2,000 +40%
WF
422
Welch & Forbes
Massachusetts
$1.48M
I
423
InceptionR
California
$1.48M +$907K +4,218 +158%
EAMA
424
EFG Asset Management (Americas)
Florida
$1.48M -$57.8K -269 -4%
RWP
425
RWA Wealth Partners
Massachusetts
$1.48M -$215 -1 -0%