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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 %
O
576
Ossiam
France
$410K -$588K -2,983 -59%
MIP
577
Marietta Investment Partners
Wisconsin
$408K +$146K +740 +56%
AWM
578
Aberdeen Wealth Management
Illinois
$408K
MAP
579
Moody Aldrich Partners
Massachusetts
$406K -$197 -1 -0%
SWM
580
Spire Wealth Management
Virginia
$404K +$394 +2 +0.1%
BIM
581
Bridges Investment Management
Nebraska
$404K +$404K +2,051 New
IWA
582
Icon Wealth Advisors
Texas
$403K +$403K +1,884 New
PA
583
Procyon Advisors
Connecticut
$403K -$56.9K -289 -12%
LAM
584
LifePro Asset Management
California
$402K
MYAM
585
Meiji Yasuda Asset Management
Japan
$400K +$30.9K +157 +8%
CWS
586
Confluence Wealth Services
Pennsylvania
$397K +$397K +2,013 New
PCM
587
Prelude Capital Management
New York
$395K -$1.01M -5,125 -72%
SYBT
588
Stock Yards Bank & Trust
Kentucky
$395K
IFS
589
Ifrah Financial Services
Arkansas
$393K -$3.55K -18 -0.9%
RMC
590
Resources Management Corp
Connecticut
$389K -$50K -254 -11%
EBA
591
Eagle Bay Advisors
New York
$387K +$53.6K +271 +16%
GC
592
Guggenheim Capital
Illinois
$382K -$205K -1,039 -35%
PA
593
Profund Advisors
Maryland
$379K -$3.94K -20 -1%
WA
594
Wealth Alliance
New York
$377K -$197 -1 -0.1%
SCA
595
Snowden Capital Advisors
New York
$369K -$593 -3 -0.2%
EF
596
Empowered Funds
Pennsylvania
$367K -$11.8K -60 -3%
MHS
597
M Holdings Securities
Oregon
$366K +$366K +1,857 New
1WM
598
1858 Wealth Management
Ohio
$364K +$2.17K +11 +0.6%
CTC
599
Central Trust Company
Missouri
$357K +$3.74K +19 +1%
FAFN
600
First Affirmative Financial Network
Colorado
$357K +$16.4K +83 +5%