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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 %
WC
401
Waterloo Capital
Texas
$1.84M +$92.9K +411 +5%
HCM
402
Hilton Capital Management
New York
$1.83M +$78.7K +348 +4%
KRS
403
Kentucky Retirement Systems
Kentucky
$1.81M -$25.1K -111 -1%
AWM
404
Apollon Wealth Management
South Carolina
$1.81M +$136K +602 +8%
SL
405
Sentry LLC
Tennessee
$1.8M
MFG
406
Merit Financial Group
Georgia
$1.78M +$443K +1,959 +33%
IMRF
407
Illinois Municipal Retirement Fund
Illinois
$1.75M
MNA
408
Manning & Napier Advisors
New York
$1.75M +$1.75M +7,752 New
OAM
409
Ostrum Asset Management
France
$1.75M +$631K +2,791 +56%
QCM
410
QRG Capital Management
Illinois
$1.74M +$87.9K +389 +5%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$1.69M +$43.4K +192 +3%
AF
412
Avanza Fonder
Sweden
$1.67M +$1.67M +7,408 New
KIA
413
Knollwood Investment Advisory
Maryland
$1.67M
Bessemer Group
414
Bessemer Group
New Jersey
$1.66M +$38.9K +172 +2%
HIMCH
415
Hartford Investment Management Co (HIMCO)
Connecticut
$1.63M -$31.4K -139 -2%
BAM
416
Boyar Asset Management
New York
$1.62M +$226 +1 +0%
P
417
&Partners
Tennessee
$1.61M +$222K +972 +16%
Vontobel Holding
418
Vontobel Holding
Switzerland
$1.61M -$67.6K -299 -4%
MLM
419
Mount Lucas Management
Pennsylvania
$1.61M -$78.5K -347 -5%
EAMA
420
EFG Asset Management (Americas)
Florida
$1.59M +$37.1K +164 +2%
PGCM
421
Prescott Group Capital Management
Oklahoma
$1.58M
WF
422
Welch & Forbes
Massachusetts
$1.56M +$6.78K +30 +0.4%
WI
423
WBI Investments
New Jersey
$1.55M -$361K -1,598 -19%
TWM
424
Trueblood Wealth Management
Ohio
$1.55M +$19.9K +88 +1%
DWM
425
Dynasty Wealth Management
Florida
$1.54M +$106K +471 +7%