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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 %
AG
576
Algert Global
California
$542K +$542K +2,520 New
SB
577
Simmons Bank
Arkansas
$536K -$35.1K -163 -6%
FFO
578
Fiduciary Family Office
Florida
$535K +$535K +2,489 New
Jones Financial Companies
579
Jones Financial Companies
Missouri
$534K +$304K +1,429 +132%
EF
580
Empowered Funds
Pennsylvania
$531K +$130K +606 +33%
GCP
581
GSA Capital Partners
United Kingdom
$529K +$529K +2,458 New
CPA
582
Court Place Advisors
Maryland
$522K
UAG
583
United Advisor Group
Ohio
$518K +$63K +293 +14%
EC
584
EntryPoint Capital
New York
$517K +$517K +2,402 New
P
585
Pitcairn
Pennsylvania
$515K -$113K -525 -18%
CFG
586
Citizens Financial Group
Rhode Island
$514K -$3.46K -16 -0.7%
SPA
587
Sherbrooke Park Advisers
New York
$511K -$323K -1,500 -39%
PAG
588
Private Advisor Group
New Jersey
$508K -$161K -748 -24%
VI
589
Vestcor Inc
New Brunswick, Canada
$508K
JF
590
Jump Financial
Illinois
$504K +$504K +2,345 New
SIA
591
SeaBridge Investment Advisors
New Jersey
$504K
SCM
592
Sterling Capital Management
North Carolina
$503K +$503K +2,338 New
EI
593
Ellevest Inc
New York
$501K -$11.2K -52 -2%
PMFA
594
Plante Moran Financial Advisors
Michigan
$495K
MG
595
Mather Group
Illinois
$493K -$111K -516 -18%
SRC
596
Shufro Rose & Co
New York
$493K
LJHT
597
Laurie J. Hall Trustee
$484K
EB
598
Exchange Bank
California
$484K
VFA
599
Voya Financial Advisors
Connecticut
$483K -$8.06K -38 -2%
HKAM
600
Horizon Kinetics Asset Management
New York
$483K +$483K +2,248 New