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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 %
NRD
576
Nebula Research & Development
New York
$553K +$553K +2,448 New
GCP
577
GSA Capital Partners
United Kingdom
$553K -$2.49K -11 -0.4%
MMA
578
Miracle Mile Advisors
California
$550K +$272K +1,204 +98%
PAG
579
Private Advisor Group
New Jersey
$543K +$8.82K +39 +2%
P
580
Pitcairn
Pennsylvania
$542K +$678 +3 +0.1%
LRWM
581
Lord & Richards Wealth Management
Colorado
$539K +$539K +2,383 New
VI
582
Vestcor Inc
New Brunswick, Canada
$534K -$679 -3 -0.1%
SIA
583
SeaBridge Investment Advisors
New Jersey
$530K
SCM
584
Sterling Capital Management
North Carolina
$528K -$678 -3 -0.1%
SCA
585
Snowden Capital Advisors
New York
$527K +$25.6K +113 +5%
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$527K -$221K -979 -30%
PMFA
587
Plante Moran Financial Advisors
Michigan
$525K +$4.98K +22 +1%
HKAM
588
Horizon Kinetics Asset Management
New York
$522K +$13.3K +59 +3%
BPA
589
Beacon Pointe Advisors
California
$517K +$185K +817 +56%
QT
590
Quantbot Technologies
New York
$514K -$1.7M -7,531 -77%
LJHT
591
Laurie J. Hall Trustee
$509K
EB
592
Exchange Bank
California
$509K
SWM
593
Segment Wealth Management
Texas
$507K
SG Americas Securities
594
SG Americas Securities
New York
$507K -$171K -755 -25%
BRWA
595
B. Riley Wealth Advisors
Florida
$504K +$13.8K +61 +3%
VFA
596
Voya Financial Advisors
Connecticut
$504K -$10.1K -45 -2%
HNB
597
Huntington National Bank
Ohio
$494K -$11.1K -49 -2%
PFGIA
598
Patriot Financial Group Insurance Agency
Massachusetts
$494K +$7.46K +33 +2%
CPA
599
Court Place Advisors
Maryland
$492K -$56.5K -250 -10%
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$489K -$13.3K -59 -3%