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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 %
CFO
451
Callan Family Office
Pennsylvania
$1.24M +$1.24M +5,506 New
OTL
452
Oak Thistle LLC
New York
$1.24M -$75.1K -332 -6%
EOJOAM
453
E. Ohman J:or Asset Management
Sweden
$1.23M +$79.1K +350 +7%
VEA
454
Virtus ETF Advisers
New York
$1.22M +$1.22M +5,389 New
Jane Street
455
Jane Street
New York
$1.2M -$5.91M -26,161 -83%
AWM
456
Avitas Wealth Management
California
$1.2M +$16.3K +72 +1%
SF
457
Summit Financial
New Jersey
$1.2M +$173K +761 +17%
AIM
458
Achmea Investment Management
Netherlands
$1.19M -$5.86M -25,906 -83%
MIS
459
Morningstar Investment Services
Illinois
$1.18M -$14.5M -64,200 -92%
PFS
460
Prospera Financial Services
Texas
$1.17M +$20.8K +92 +2%
HAG
461
HighPoint Advisor Group
Illinois
$1.17M +$75.9K +314 +7%
CCA
462
Catalyst Capital Advisors
New York
$1.15M -$61.9K -274 -5%
TCM
463
Tributary Capital Management
Nebraska
$1.13M +$342K +1,513 +43%
WOC
464
West Oak Capital
California
$1.13M
JIC
465
Johnson Investment Counsel
Ohio
$1.12M +$2.04K +9 +0.2%
OAC
466
OMERS Administration Corp
Ontario, Canada
$1.11M +$190K +840 +21%
TIAA Trust, National Association
467
TIAA Trust, National Association
North Carolina
$1.1M -$14.2K -63 -1%
CL
468
Choreo LLC
Illinois
$1.09M -$2.94K -13 -0.3%
JSSH
469
J. Safra Sarasin Holding
$1.07M +$1.07M +4,750 New
MC
470
Montag & Caldwell
Georgia
$1.07M -$50K -221 -4%
Wellington Management Group
471
Wellington Management Group
Massachusetts
$1.05M +$232K +1,026 +28%
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$1.05M -$591K -2,616 -36%
HH
473
Hilltop Holdings
Texas
$1.04M +$40.7K +180 +4%
ET
474
Entropy Technologies
New York
$1.04M +$1.04M +4,581 New
FT
475
Fiduciary Trust
Massachusetts
$1.01M