BR icon

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 %
FT
476
Fiduciary Trust
Massachusetts
$962K +$13.1K +61 +1%
PPC
477
Park Place Capital
Alabama
$955K +$266K +1,238 +39%
PI
478
PFG Investments
New York
$951K +$309K +1,438 +48%
HAG
479
HighPoint Advisor Group
Illinois
$951K +$12.4K +59 +1%
HH
480
Hilltop Holdings
Texas
$950K +$124K +576 +15%
GT
481
Glenmede Trust
Pennsylvania
$950K +$30.7K +143 +3%
NW
482
NewEdge Wealth
Pennsylvania
$945K -$10.1K -47 -1%
NIM
483
NEOS Investment Management
Connecticut
$944K +$175K +812 +23%
CIBC World Market
484
CIBC World Market
Ontario, Canada
$932K +$169K +786 +22%
DIP
485
DT Investment Partners
Pennsylvania
$919K
NWMG
486
Nicholson Wealth Management Group
South Carolina
$915K +$915K +4,256 New
WIA
487
World Investment Advisors
California
$909K +$89.5K +416 +11%
CG
488
Clarus Group
Texas
$901K +$289K +1,344 +47%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$893K -$29.5K -137 -3%
CG
490
Caprock Group
Idaho
$888K +$95K +440 +12%
OAC
491
OMERS Administration Corp
Ontario, Canada
$878K
CCM
492
Crew Capital Management
Ohio
$874K -$100K -465 -10%
BFO
493
Biltmore Family Office
North Carolina
$867K +$3.24K +15 +0.4%
ECAM
494
East Coast Asset Management
Massachusetts
$863K
KFA
495
Kelleher Financial Advisors
New York
$861K
BO
496
Bank OZK
Arkansas
$860K
EF
497
Empirical Finance
Pennsylvania
$850K +$18.7K +87 +2%
SW
498
Simplicity Wealth
New Jersey
$850K -$2.59M -12,042 -75%
TW
499
TrinityPoint Wealth
Connecticut
$846K -$22.6K -105 -3%
MFG
500
Menard Financial Group
Texas
$842K +$13.1K +61 +2%