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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 %
CMA
501
Cedar Mountain Advisors
Oregon
$832K +$3.39K +15 +0.4%
EAM
502
Eukles Asset Management
Ohio
$831K
MWM
503
Mission Wealth Management
California
$822K -$4.52K -20 -0.5%
AC
504
Allstate Corporation
Illinois
$812K +$812K +3,590 New
AI
505
Accredited Investors
Minnesota
$807K
SWIM
506
Smallwood Wealth Investment Management
New Jersey
$806K +$2.71K +12 +0.3%
SC
507
Savant Capital
Illinois
$804K +$58.1K +257 +8%
GWM
508
Guardian Wealth Management
Illinois
$800K -$63.8K -282 -7%
AFG
509
ABLE Financial Group
Arizona
$797K -$6.56K -29 -0.8%
FFA
510
Farther Finance Advisors
California
$783K -$16.7K -74 -2%
CG
511
Clarus Group
Texas
$782K -$165K -729 -17%
TWP
512
Tyche Wealth Partners
Texas
$781K +$781K +3,453 New
TMAM
513
Tokio Marine Asset Management
Japan
$779K
SA
514
SRN Advisors
Pennsylvania
$776K -$97.7K -432 -11%
CBUSF
515
Construction & Building Unions Superannuation Fund
Australia
$769K +$769K +3,400 New
MWM
516
MorganRosel Wealth Management
Colorado
$768K +$146K +645 +23%
EGM
517
Engineers Gate Manager
New York
$765K -$4.56M -20,156 -86%
QCG
518
Quadrant Capital Group
Ohio
$760K -$4.75K -21 -0.6%
Jones Financial Companies
519
Jones Financial Companies
Missouri
$758K +$190K +839 +33%
BAAM
520
Baker Avenue Asset Management
California
$757K +$359K +1,586 +90%
FB
521
Fulton Bank
Pennsylvania
$756K +$33.2K +147 +5%
CIC
522
Cornercap Investment Counsel
Georgia
$756K -$30.1K -133 -4%
DFG
523
Delta Financial Group
New Jersey
$752K
SL
524
SWMG LLC
Texas
$740K -$2.58K -11 -0.3%
DBRC
525
D.B. Root & Company
Pennsylvania
$735K +$678 +3 +0.1%