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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 %
MC
501
Machina Capital
France
$833K +$833K +3,874 New
SA
502
SRN Advisors
Pennsylvania
$831K -$1.73M -8,058 -68%
GWM
503
Guardian Wealth Management
Illinois
$821K -$41.3K -192 -5%
LA
504
LVW Advisors
New York
$800K +$247K +1,147 +45%
NMIMC
505
Northwestern Mutual Investment Management Company
Wisconsin
$795K -$13.5K -63 -2%
Financial Engines Advisors
506
Financial Engines Advisors
California
$791K +$791K +3,663 New
EAM
507
Eukles Asset Management
Ohio
$791K +$9.89K +46 +1%
CMA
508
Cedar Mountain Advisors
Oregon
$789K +$430 +2 +0.1%
MWM
509
Mission Wealth Management
California
$786K +$97.8K +455 +14%
MWM
510
MGB Wealth Management
Texas
$784K
Balyasny Asset Management
511
Balyasny Asset Management
Illinois
$778K +$778K +3,616 New
Wellington Management Group
512
Wellington Management Group
Massachusetts
$776K -$23.7K -110 -3%
Tudor Investment Corp
513
Tudor Investment Corp
Connecticut
$776K +$776K +3,608 New
AI
514
Accredited Investors
Minnesota
$768K
PAM
515
Panagora Asset Management
Massachusetts
$767K +$62.8K +292 +9%
AFG
516
ABLE Financial Group
Arizona
$764K +$46.4K +216 +6%
SWIM
517
Smallwood Wealth Investment Management
New Jersey
$764K +$2.58K +12 +0.3%
FFA
518
Farther Finance Advisors
California
$761K -$21.5K -100 -3%
BAM
519
Blueshift Asset Management
New Jersey
$754K +$754K +3,507 New
TCM
520
Tributary Capital Management
Nebraska
$750K +$4.73K +22 +0.6%
CIC
521
Cornercap Investment Counsel
Georgia
$747K -$374K -1,738 -33%
KRSITF
522
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$743K -$76.8K -357 -9%
TMAM
523
Tokio Marine Asset Management
Japan
$741K +$13.3K +62 +2%
QCG
524
Quadrant Capital Group
Ohio
$727K -$11K -51 -1%
PP
525
Pegasus Partners
Wisconsin
$726K -$259K -1,203 -26%