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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 %
LCWP
526
Legacy Capital Wealth Partners
Arkansas
$735K -$872K -3,857 -54%
O
527
Ossiam
France
$733K +$28K +124 +4%
MHC
528
Meyer Handelman Company
New York
$730K -$9.04K -40 -1%
VA
529
Vident Advisory
Georgia
$723K +$64.9K +287 +10%
JFG
530
Jefferies Financial Group
New York
$723K -$37.3K -165 -5%
IEFM
531
IQ EQ Fund Management
Ireland
$721K
GI
532
GAMMA Investing
California
$719K +$227K +1,004 +46%
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$718K +$218K +964 +44%
ALA
534
Atlas Legacy Advisors
California
$708K +$708K +3,130 New
IA
535
IFG Advisory
Georgia
$707K +$707K +3,127 New
OIA
536
OneDigital Investment Advisors
Kansas
$672K -$8.14K -36 -1%
BFS
537
Bradley Foster & Sargent
Connecticut
$669K
HWM
538
HB Wealth Management
Georgia
$669K +$174K +771 +35%
SWK
539
Stephen W. Kidder
$667K
NONA
540
Ninety One North America
New York
$665K -$87K -385 -12%
DAC
541
Dividend Assets Capital
South Carolina
$664K -$2.26K -10 -0.3%
SC
542
Sepio Capital
Utah
$663K -$10.2K -45 -2%
BFA
543
Beaumont Financial Advisors
Massachusetts
$662K
PIM
544
Plato Investment Management
Australia
$653K
AFG
545
Albion Financial Group
Utah
$652K +$17.6K +78 +3%
DWT
546
Dorsey & Whitney Trust
South Dakota
$652K +$26.2K +116 +4%
VIM
547
Vinva Investment Management
Australia
$641K -$886K -3,930 -58%
UAG
548
United Advisor Group
Ohio
$636K +$90.9K +402 +17%
MLL
549
Moody Lynn & Lieberson
Massachusetts
$635K +$5.2K +23 +0.8%
EF
550
Empowered Funds
Pennsylvania
$632K +$74.4K +329 +13%