BR icon

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 %
CCP
476
Cushing Capital Partners
Wisconsin
$1M +$1M +4,411 New
NW
477
NewEdge Wealth
Pennsylvania
$996K +$1.58K +7 +0.2%
DIP
478
DT Investment Partners
Pennsylvania
$966K
PAM
479
Panagora Asset Management
Massachusetts
$965K +$158K +701 +20%
PI
480
PFG Investments
New York
$958K -$42.3K -187 -4%
CG
481
Caprock Group
Idaho
$955K +$21.6K +95 +2%
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$955K -$699K -3,094 -42%
AFG
483
Atomi Financial Group
New York
$928K +$264K +1,166 +40%
MFG
484
Menard Financial Group
Texas
$924K +$38.9K +172 +4%
CIBC World Market
485
CIBC World Market
Ontario, Canada
$916K -$63.8K -282 -7%
BFO
486
Biltmore Family Office
North Carolina
$911K
KFA
487
Kelleher Financial Advisors
New York
$908K +$2.04K +9 +0.2%
ECAM
488
East Coast Asset Management
Massachusetts
$907K
BO
489
Bank OZK
Arkansas
$904K
LA
490
LVW Advisors
New York
$898K +$57K +252 +7%
VAS
491
Vestmark Advisory Solutions
Massachusetts
$891K -$48.2K -213 -5%
TW
492
TrinityPoint Wealth
Connecticut
$891K +$904 +4 +0.1%
ATPW
493
Ashton Thomas Private Wealth
Arizona
$890K +$188K +829 +27%
EF
494
Empirical Finance
Pennsylvania
$886K -$8.37K -37 -0.9%
OC
495
Oppenheimer & Co
New York
$876K -$220K -971 -20%
Nomura Holdings
496
Nomura Holdings
Japan
$870K -$2.49M -11,015 -74%
MWM
497
MGB Wealth Management
Texas
$852K +$26K +115 +3%
BCM
498
Brown Capital Management
Maryland
$850K -$1.52M -6,717 -64%
GT
499
Glenmede Trust
Pennsylvania
$848K -$151K -668 -15%
NMIMC
500
Northwestern Mutual Investment Management Company
Wisconsin
$839K +$3.17K +14 +0.4%