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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 %
SL
526
SWMG LLC
Texas
$724K +$724K +3,161 New
JFG
527
Jefferies Financial Group
New York
$723K -$304K -1,415 -30%
DFG
528
Delta Financial Group
New Jersey
$716K
NONA
529
Ninety One North America
New York
$716K +$716K +3,328 New
CSPIA
530
Cary Street Partners Investment Advisory
Virginia
$711K +$67.5K +314 +10%
SC
531
Savant Capital
Illinois
$709K +$40.2K +187 +6%
MHC
532
Meyer Handelman Company
New York
$703K -$151K -700 -18%
DBRC
533
D.B. Root & Company
Pennsylvania
$698K +$430 +2 +0.1%
FB
534
Fulton Bank
Pennsylvania
$688K -$215 -1 -0%
IEFM
535
IQ EQ Fund Management
Ireland
$686K
MMPW
536
Mitchell McLeod Pugh & Williams
Alabama
$682K -$3.01K -14 -0.4%
Squarepoint
537
Squarepoint
New York
$676K -$724K -3,368 -52%
O
538
Ossiam
France
$670K +$223K +1,037 +50%
ATPW
539
Ashton Thomas Private Wealth
Arizona
$665K +$79.8K +371 +14%
GA
540
Gateway Advisory
New Jersey
$655K -$8.17K -38 -1%
OIA
541
OneDigital Investment Advisors
Kansas
$647K -$61.1K -284 -9%
SG Americas Securities
542
SG Americas Securities
New York
$644K -$3.65M -16,997 -85%
SC
543
Sepio Capital
Utah
$641K -$275K -1,281 -30%
IFU
544
iSAM Funds (UK)
United Kingdom
$638K +$638K +2,968 New
BFS
545
Bradley Foster & Sargent
Connecticut
$636K
SWK
546
Stephen W. Kidder
$634K -$21.5K -100 -3%
DAC
547
Dividend Assets Capital
South Carolina
$634K -$21.5K -100 -3%
AFG
548
Atomi Financial Group
New York
$632K +$632K +2,938 New
BFA
549
Beaumont Financial Advisors
Massachusetts
$630K
VA
550
Vident Advisory
Georgia
$626K +$124K +576 +25%