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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 %
TPCW
551
TD Private Client Wealth
New York
$629K
CAM
552
Cresset Asset Management
Illinois
$629K -$1.27M -5,583 -67%
MIP
553
Marietta Investment Partners
Wisconsin
$619K -$16.3K -72 -3%
CT
554
Chicago Trust
Illinois
$617K
MAS
555
Meeder Advisory Services
Ohio
$615K +$678 +3 +0.1%
BIA
556
BHK Investment Advisors
Alabama
$614K -$5.2K -23 -0.8%
WA
557
WealthTrust Axiom
Pennsylvania
$606K
SAM
558
Sompo Asset Management
Japan
$604K -$9.04K -40 -1%
ATC
559
Argent Trust Co
Tennessee
$600K
CFG
560
Citizens Financial Group
Rhode Island
$600K +$61.5K +272 +11%
JCM
561
Jacobi Capital Management
Pennsylvania
$600K +$452 +2 +0.1%
Capstone Investment Advisors
562
Capstone Investment Advisors
New York
$591K +$415K +1,834 +235%
FWM
563
Forza Wealth Management
Florida
$588K -$67.8K -300 -10%
ECM
564
Everence Capital Management
Indiana
$587K
BJL
565
Brighton Jones LLC
Washington
$580K +$580K +2,565 New
QI
566
Qtron Investments
Massachusetts
$579K
VSQM
567
V-Square Quantitative Management
Illinois
$578K -$38K -168 -6%
GRP
568
Global Retirement Partners
California
$576K +$74.8K +331 +15%
VWM
569
Venturi Wealth Management
Texas
$576K +$229K +1,014 +66%
VCM
570
Voleon Capital Management
California
$573K +$573K +2,536 New
AAM
571
AMI Asset Management
California
$573K -$21K -93 -4%
SB
572
Simmons Bank
Arkansas
$572K +$8.37K +37 +1%
UCFA
573
United Capital Financial Advisors
Texas
$566K -$6.33K -28 -1%
SRC
574
Shufro Rose & Co
New York
$565K
EI
575
Ellevest Inc
New York
$555K +$28.3K +125 +5%