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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 %
DCM
426
Dean Capital Management
Kansas
$1.54M +$27.8K +123 +2%
BWP
427
Burling Wealth Partners
Illinois
$1.53M +$1.53M +6,748 New
EP
428
Edgestream Partners
New Jersey
$1.52M +$1.52M +6,717 New
KNW
429
Kesler Norman & Wride
Utah
$1.5M -$142K -630 -9%
PS
430
Principal Securities
Iowa
$1.48M +$51.5K +228 +4%
LSERS
431
Louisiana State Employees Retirement System
Louisiana
$1.42M -$67.8K -300 -5%
NWMG
432
Nicholson Wealth Management Group
South Carolina
$1.42M +$460K +2,035 +48%
MSRPS
433
Maryland State Retirement & Pension System
Maryland
$1.41M -$94.5K -418 -6%
CF
434
Centaurus Financial
California
$1.41M -$183K -808 -11%
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$1.4M +$1.36K +6 +0.1%
SAM
436
Securian Asset Management
Minnesota
$1.39M -$45.2K -200 -3%
SFG
437
SNS Financial Group
Minnesota
$1.39M -$130K -571 -9%
PP
438
PDT Partners
New York
$1.37M -$2.07M -9,135 -60%
TH
439
TCTC Holdings
Texas
$1.35M +$11.8K +52 +0.9%
EWA
440
EP Wealth Advisors
California
$1.35M -$59.7K -264 -4%
SSA
441
Schonfeld Strategic Advisors
New York
$1.34M +$1.34M +5,905 New
CS
442
Cannell & Spears
New York
$1.33M -$44.8K -198 -3%
Allspring Global Investments
443
Allspring Global Investments
North Carolina
$1.32M -$105K -463 -7%
PPC
444
Park Place Capital
Alabama
$1.32M +$315K +1,391 +31%
CFGS
445
Concourse Financial Group Securities
Alabama
$1.3M +$141K +598 +12%
CIC
446
Crawford Investment Counsel
Georgia
$1.3M
TRCT
447
Tower Research Capital (TRC)
New York
$1.28M +$649K +2,872 +104%
NIM
448
NEOS Investment Management
Connecticut
$1.27M +$281K +1,242 +28%
NMERB
449
New Mexico Educational Retirement Board
New Mexico
$1.26M -$45.2K -200 -3%
NB
450
Norinchukin Bank
Japan
$1.25M +$123K +543 +11%