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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 %
TWM
426
Trueblood Wealth Management
Ohio
$1.45M -$3.01K -14 -0.2%
NICM
427
Neo Ivy Capital Management
New York
$1.45M +$1.45M +6,744 New
SFG
428
SNS Financial Group
Minnesota
$1.44M -$27K -125 -2%
VIM
429
Vinva Investment Management
Australia
$1.44M +$481K +2,269 +50%
MSRPS
430
Maryland State Retirement & Pension System
Maryland
$1.43M -$511K -2,378 -26%
DCM
431
Dean Capital Management
Kansas
$1.43M +$1.43M +6,667 New
RJT
432
Raymond James Trust
Florida
$1.42M -$645 -3 -0%
AC
433
AXQ Capital
New Jersey
$1.42M +$1.42M +6,603 New
LSERS
434
Louisiana State Employees Retirement System
Louisiana
$1.42M -$21.5K -100 -1%
QCM
435
Qsemble Capital Management
New York
$1.41M +$1.41M +6,565 New
SAM
436
Securian Asset Management
Minnesota
$1.37M -$86K -400 -6%
PS
437
Principal Securities
Iowa
$1.36M -$242K -1,127 -15%
DWM
438
Dynasty Wealth Management
Florida
$1.36M -$14.2K -66 -1%
SA
439
SpiderRock Advisors
Delaware
$1.36M +$629K +2,925 +86%
Allspring Global Investments
440
Allspring Global Investments
North Carolina
$1.35M -$189K -881 -12%
EWA
441
EP Wealth Advisors
California
$1.34M -$502K -2,334 -27%
Thrivent Financial for Lutherans
442
Thrivent Financial for Lutherans
Minnesota
$1.34M +$262K +1,219 +24%
NERM
443
New England Research & Management
Illinois
$1.32M -$118K -551 -8%
P
444
&Partners
Tennessee
$1.31M +$520K +2,417 +66%
CS
445
Cannell & Spears
New York
$1.31M -$127K -590 -9%
BHCM
446
Brevan Howard Capital Management
Jersey
$1.29M +$1.29M +6,021 New
NS
447
NBC Securities
Alabama
$1.28M +$9.67K +45 +0.8%
TH
448
TCTC Holdings
Texas
$1.27M
WWM
449
Western Wealth Management
Colorado
$1.27M +$1.27M +5,907 New
MFG
450
Merit Financial Group
Georgia
$1.27M -$179K -834 -12%