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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 %
CPA
551
Court Place Advisors
Maryland
$478K +$93.4K +474 +24%
CFG
552
Citizens Financial Group
Rhode Island
$474K +$32.8K +166 +7%
EI
553
Ellevest Inc
New York
$469K +$18.7K +95 +4%
VI
554
Vestcor Inc
New Brunswick, Canada
$466K
VFA
555
Voya Financial Advisors
Connecticut
$462K -$4.38K -22 -0.9%
SIA
556
SeaBridge Investment Advisors
New Jersey
$462K
VA
557
Vident Advisory
Georgia
$460K +$98.9K +502 +27%
GSEP
558
Golden State Equity Partners
California
$460K +$460K +2,334 New
PMFA
559
Plante Moran Financial Advisors
Michigan
$453K
EB
560
Exchange Bank
California
$443K
SAG
561
Spotlight Asset Group
Illinois
$443K +$64.2K +326 +17%
LJHT
562
Laurie J. Hall Trustee
$443K
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$443K -$10.6K -54 -2%
SWM
564
Segment Wealth Management
Texas
$442K
WA
565
Wambolt & Associates
Colorado
$441K -$110K -561 -20%
EA
566
Everpar Advisors
Oklahoma
$440K +$50.4K +256 +13%
CPBTD
567
Central Pacific Bank - Trust Division
Hawaii
$440K +$20.5K +104 +5%
TFS
568
Thoroughbred Financial Services
Tennessee
$431K +$431K +2,190 New
BJL
569
Brighton Jones LLC
Washington
$428K +$10.2K +52 +2%
HNB
570
Huntington National Bank
Ohio
$428K -$394 -2 -0.1%
CI Investments Inc
571
CI Investments Inc
Ontario, Canada
$424K +$32.7K +166 +8%
HWA
572
Heritage Wealth Advisors
Virginia
$420K
NP
573
NorthRock Partners
Minnesota
$418K +$51.2K +259 +14%
UAG
574
United Advisor Group
Ohio
$417K +$417K +2,117 New
HWM
575
HB Wealth Management
Georgia
$410K +$72.5K +368 +21%