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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 %
Koshinski Asset Management
451
Koshinski Asset Management
Illinois
$1.26M -$32.5K -151 -3%
DF
452
Donoghue Forlines
Massachusetts
$1.25M -$1.04M -4,817 -45%
OTL
453
Oak Thistle LLC
New York
$1.25M +$1.25M +5,821 New
NMERB
454
New Mexico Educational Retirement Board
New Mexico
$1.24M -$43K -200 -3%
CIC
455
Crawford Investment Counsel
Georgia
$1.23M
Lido Advisors
456
Lido Advisors
California
$1.19M +$19.8K +92 +2%
CCA
457
Catalyst Capital Advisors
New York
$1.15M -$142K -661 -11%
AWM
458
Avitas Wealth Management
California
$1.13M +$1.13M +5,250 New
UH
459
Unigestion Holding
Switzerland
$1.12M +$189K +880 +20%
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$1.1M
PFS
461
Prospera Financial Services
Texas
$1.09M -$20K -93 -2%
NB
462
Norinchukin Bank
Japan
$1.08M +$166K +770 +18%
CFGS
463
Concourse Financial Group Securities
Alabama
$1.07M +$9.5K +44 +0.9%
OAM
464
Ostrum Asset Management
France
$1.07M +$27.1K +126 +3%
MC
465
Montag & Caldwell
Georgia
$1.06M +$2.15K +10 +0.2%
JIC
466
Johnson Investment Counsel
Ohio
$1.06M -$14.2K -66 -1%
TIAA Trust, National Association
467
TIAA Trust, National Association
North Carolina
$1.06M -$91.2K -424 -8%
OC
468
Oppenheimer & Co
New York
$1.04M +$38.7K +180 +4%
Public Sector Pension Investment Board (PSP Investments)
469
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.04M +$43K +200 +4%
CL
470
Choreo LLC
Illinois
$1.04M +$23.7K +110 +2%
HFS
471
Hantz Financial Services
Michigan
$1.03M -$41.3K -192 -4%
FTDI
472
First Trust Direct Indexing
Massachusetts
$1.03M +$186K +864 +22%
FC
473
FORA Capital
Florida
$997K +$14.2K +66 +1%
LAM
474
LECAP Asset Management
United Kingdom
$987K +$987K +4,592 New
SF
475
Summit Financial
New Jersey
$974K -$24.4K -113 -2%