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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 %
DFG
501
Delta Financial Group
New Jersey
$656K +$6.51K +33 +1%
OIA
502
OneDigital Investment Advisors
Kansas
$649K +$29.9K +152 +5%
PAM
503
Panagora Asset Management
Massachusetts
$645K -$1.29M -6,569 -67%
IC
504
IEQ Capital
California
$642K +$16.9K +86 +3%
DBRC
505
D.B. Root & Company
Pennsylvania
$639K +$2.56K +13 +0.4%
PPC
506
Park Place Capital
Alabama
$631K +$354K +1,797 +128%
FB
507
Fulton Bank
Pennsylvania
$630K +$6.9K +35 +1%
MWM
508
Mission Wealth Management
California
$630K -$591 -3 -0.1%
FRM
509
Fox Run Management
Connecticut
$628K -$829K -4,207 -57%
IEFM
510
IQ EQ Fund Management
Ireland
$628K -$56.3K -286 -8%
MMPW
511
Mitchell McLeod Pugh & Williams
Alabama
$628K -$3.94K -20 -0.6%
PTP
512
Platform Technology Partners
New York
$621K +$621K +3,154 New
PAG
513
Private Advisor Group
New Jersey
$613K -$172K -872 -22%
SC
514
Savant Capital
Illinois
$613K +$187K +951 +44%
MWM
515
MorganRosel Wealth Management
Colorado
$612K -$203K -1,031 -25%
GA
516
Gateway Advisory
New Jersey
$608K -$15.8K -80 -3%
JCM
517
Jacobi Capital Management
Pennsylvania
$602K +$6.11K +31 +1%
SWK
518
Stephen W. Kidder
$601K
DAC
519
Dividend Assets Capital
South Carolina
$600K
FWM
520
Forza Wealth Management
Florida
$591K
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
$590K +$9.46K +48 +2%
PI
522
PFG Investments
New York
$588K +$1.97K +10 +0.3%
BFS
523
Bradley Foster & Sargent
Connecticut
$583K -$1.97K -10 -0.3%
IA
524
IFG Advisory
Georgia
$577K +$577K +2,931 New
BFA
525
Beaumont Financial Advisors
Massachusetts
$577K +$197 +1 +0%