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Broadridge

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DZ Bank
576
DZ Bank
Germany
$443K +$443K +2,163 New
SC
577
Savant Capital
Illinois
$442K +$6.76K +33 +2%
HWA
578
Heritage Wealth Advisors
Virginia
$436K -$25.8K -126 -6%
BJL
579
Brighton Jones LLC
Washington
$435K +$79.5K +388 +22%
CPBTD
580
Central Pacific Bank - Trust Division
Hawaii
$432K +$432K +2,127 New
P
581
&Partners
Tennessee
$425K +$425K +2,043 New
AWM
582
Aberdeen Wealth Management
Illinois
$424K
T
583
TOBAM
France
$423K +$305K +1,488 +257%
MAP
584
Moody Aldrich Partners
Massachusetts
$423K -$2.46K -12 -0.6%
SWM
585
Spire Wealth Management
Virginia
$420K -$10.4K -51 -2%
LAM
586
LifePro Asset Management
California
$418K
FWM
587
Foguth Wealth Management
Michigan
$417K +$417K +2,035 New
IFS
588
Ifrah Financial Services
Arkansas
$413K -$819 -4 -0.2%
SYBT
589
Stock Yards Bank & Trust
Kentucky
$411K -$4.3K -21 -1%
BIA
590
Benchmark Investment Advisors
Illinois
$410K
CI Investments Inc
591
CI Investments Inc
Ontario, Canada
$406K +$61.2K +299 +18%
EA
592
Everpar Advisors
Oklahoma
$405K -$265K -1,293 -40%
S
593
SignatureFD
Georgia
$404K +$76.6K +374 +23%
CPA
594
Court Place Advisors
Maryland
$400K -$97.1K -474 -20%
PA
595
Profund Advisors
Maryland
$398K +$80.9K +395 +26%
IMCOOI
596
Investment Management Corp of Ontario (IMCO)
Canada
$395K -$164K -800 -29%
NPT
597
Nixon Peabody Trust
Massachusetts
$395K +$87.7K +428 +29%
SAG
598
Spotlight Asset Group
Illinois
$394K +$169K +824 +75%
EF
599
Empowered Funds
Pennsylvania
$394K +$96.3K +470 +32%
WA
600
Wealth Alliance
New York
$392K -$45.5K -222 -10%