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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 %
HH
476
Hilltop Holdings
Texas
$757K -$242K -1,227 -24%
MF
477
Magnetar Financial
Illinois
$752K -$3.04M -15,436 -80%
WIA
478
World Investment Advisors
California
$751K +$751K +3,813 New
KRSITF
479
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$751K -$14.8K -75 -2%
MWM
480
MGB Wealth Management
Texas
$750K +$41K +200 +6%
NMIMC
481
Northwestern Mutual Investment Management Company
Wisconsin
$741K +$4.73K +24 +0.6%
Wellington Management Group
482
Wellington Management Group
Massachusetts
$733K +$53.2K +270 +8%
CG
483
Caprock Group
Idaho
$727K +$385K +1,946 +113%
CMA
484
Cedar Mountain Advisors
Oregon
$722K -$1.58K -8 -0.2%
P
485
&Partners
Tennessee
$720K +$318K +1,612 +79%
FFA
486
Farther Finance Advisors
California
$715K +$607K +3,089 +562%
EAM
487
Eukles Asset Management
Ohio
$715K -$1.18K -6 -0.2%
NIM
488
NEOS Investment Management
Connecticut
$705K +$196K +996 +39%
AI
489
Accredited Investors
Minnesota
$703K
CIBC World Market
490
CIBC World Market
Ontario, Canada
$699K -$27.6K -140 -4%
SWIM
491
Smallwood Wealth Investment Management
New Jersey
$697K +$83.9K +426 +14%
MAM
492
Martingale Asset Management
Massachusetts
$689K -$244K -1,241 -26%
TCM
493
Tributary Capital Management
Nebraska
$683K -$6.11K -31 -0.9%
QCG
494
Quadrant Capital Group
Ohio
$677K +$2.36K +12 +0.4%
SA
495
SpiderRock Advisors
Delaware
$667K -$10.8K -55 -2%
TMAM
496
Tokio Marine Asset Management
Japan
$666K -$64.8K -329 -9%
GAM
497
Gotham Asset Management
New York
$666K -$60.9K -309 -8%
OFG
498
OmniStar Financial Group
North Carolina
$666K -$7.49K -38 -1%
AFG
499
ABLE Financial Group
Arizona
$657K +$197 +1 +0%
SP
500
Symmetry Partners
Connecticut
$656K -$81K -411 -11%