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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 %
SAM
526
Sompo Asset Management
Japan
$575K
AWS
527
Atria Wealth Solutions
New York
$575K -$60.7K -307 -10%
MG
528
Mather Group
Illinois
$575K +$130K +636 +29%
P
529
Pitcairn
Pennsylvania
$575K +$26.2K +133 +5%
PIM
530
Plato Investment Management
Australia
$567K
CG
531
Clarus Group
Texas
$560K +$560K +2,845 New
TPCW
532
TD Private Client Wealth
New York
$556K +$18.5K +94 +3%
MAS
533
Meeder Advisory Services
Ohio
$553K +$103K +521 +23%
AFG
534
Albion Financial Group
Utah
$552K -$31.3K -159 -5%
ATC
535
Argent Trust Co
Tennessee
$546K +$23.8K +121 +5%
GRP
536
Global Retirement Partners
California
$538K +$203K +1,030 +61%
CT
537
Chicago Trust
Illinois
$537K
ATPW
538
Ashton Thomas Private Wealth
Arizona
$536K -$114K -581 -18%
WA
539
WealthTrust Axiom
Pennsylvania
$528K
I
540
InceptionR
California
$524K +$524K +2,662 New
SB
541
Simmons Bank
Arkansas
$523K -$6.9K -35 -1%
AAM
542
AMI Asset Management
California
$519K -$1.38K -7 -0.3%
BRWA
543
B. Riley Wealth Advisors
Florida
$518K -$427K -2,160 -45%
VSQM
544
V-Square Quantitative Management
Illinois
$515K +$57.9K +294 +13%
Nomura Holdings
545
Nomura Holdings
Japan
$508K +$508K +2,581 New
LA
546
LVW Advisors
New York
$507K +$71.9K +365 +17%
UCFA
547
United Capital Financial Advisors
Texas
$500K +$11.8K +60 +2%
SRC
548
Shufro Rose & Co
New York
$493K
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$492K +$36.6K +186 +8%
N
550
Natixis
France
$481K +$47.1K +239 +11%