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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 %
FWM
551
Forza Wealth Management
Florida
$624K -$21.5K -100 -3%
PIM
552
Plato Investment Management
Australia
$618K
XT
553
XTX Topco
Cayman Islands
$607K +$607K +2,825 New
MIP
554
Marietta Investment Partners
Wisconsin
$604K +$159K +740 +36%
AFG
555
Albion Financial Group
Utah
$603K +$645 +3 +0.1%
MLL
556
Moody Lynn & Lieberson
Massachusetts
$599K +$599K +2,787 New
TPCW
557
TD Private Client Wealth
New York
$598K -$9.46K -44 -2%
TRCT
558
Tower Research Capital (TRC)
New York
$596K -$466K -2,168 -44%
DWT
559
Dorsey & Whitney Trust
South Dakota
$595K +$361K +1,681 +155%
MWM
560
MorganRosel Wealth Management
Colorado
$592K -$76.1K -354 -11%
BIA
561
BHK Investment Advisors
Alabama
$589K +$325K +1,513 +124%
CT
562
Chicago Trust
Illinois
$587K
VSQM
563
V-Square Quantitative Management
Illinois
$586K +$23.7K +110 +4%
MAS
564
Meeder Advisory Services
Ohio
$584K -$20.2K -94 -3%
SAM
565
Sompo Asset Management
Japan
$583K -$45.2K -210 -7%
MYAM
566
Meiji Yasuda Asset Management
Japan
$583K +$146K +678 +33%
WA
567
WealthTrust Axiom
Pennsylvania
$576K
ATC
568
Argent Trust Co
Tennessee
$571K -$25.4K -118 -4%
JCM
569
Jacobi Capital Management
Pennsylvania
$570K -$87.1K -405 -13%
AAM
570
AMI Asset Management
California
$565K -$1.08K -5 -0.2%
ECM
571
Everence Capital Management
Indiana
$558K
QI
572
Qtron Investments
Massachusetts
$551K +$185K +861 +51%
AP
573
Advisors Preferred
Maryland
$551K +$551K +2,565 New
AWS
574
Atria Wealth Solutions
New York
$545K -$83.3K -386 -13%
UCFA
575
United Capital Financial Advisors
Texas
$544K -$1.72K -8 -0.3%