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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 %
FC
451
FORA Capital
Florida
$900K +$900K +4,569 New
VIM
452
Vinva Investment Management
Australia
$897K +$35.9K +180 +4%
CCM
453
Crew Capital Management
Ohio
$892K +$110K +558 +14%
UH
454
Unigestion Holding
Switzerland
$892K -$181K -880 -17%
NW
455
NewEdge Wealth
Pennsylvania
$875K -$20.3K -103 -2%
FT
456
Fiduciary Trust
Massachusetts
$870K -$11K -56 -1%
BPA
457
Beacon Pointe Advisors
California
$869K -$180K -915 -17%
VAS
458
Vestmark Advisory Solutions
Massachusetts
$846K -$3.74K -19 -0.4%
GT
459
Glenmede Trust
Pennsylvania
$842K -$35.5K -180 -4%
DIP
460
DT Investment Partners
Pennsylvania
$842K
SC
461
Sepio Capital
Utah
$839K -$26.8K -136 -3%
NB
462
Norinchukin Bank
Japan
$833K +$22.1K +112 +3%
OAC
463
OMERS Administration Corp
Ontario, Canada
$805K +$805K +4,084 New
TW
464
TrinityPoint Wealth
Connecticut
$796K -$23K -117 -3%
BFO
465
Biltmore Family Office
North Carolina
$791K
ECAM
466
East Coast Asset Management
Massachusetts
$791K
GWM
467
Guardian Wealth Management
Illinois
$790K -$12.4K -63 -2%
KFA
468
Kelleher Financial Advisors
New York
$789K
BO
469
Bank OZK
Arkansas
$788K
MHC
470
Meyer Handelman Company
New York
$782K -$717K -3,640 -48%
FTDI
471
First Trust Direct Indexing
Massachusetts
$774K +$158K +801 +26%
LCWP
472
Legacy Capital Wealth Partners
Arkansas
$767K +$767K +3,891 New
SPA
473
Sherbrooke Park Advisers
New York
$763K -$43.7K -222 -5%
EF
474
Empirical Finance
Pennsylvania
$762K -$51.6K -262 -6%
MFG
475
Menard Financial Group
Texas
$759K +$15.6K +79 +2%