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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 %
SCA
601
Snowden Capital Advisors
New York
$384K +$40.5K +197 +12%
MYAM
602
Meiji Yasuda Asset Management
Japan
$384K -$429K -2,096 -53%
NP
603
NorthRock Partners
Minnesota
$382K +$7.82K +38 +2%
1WM
604
1858 Wealth Management
Ohio
$378K
VA
605
Vident Advisory
Georgia
$376K +$59.4K +290 +19%
AC
606
Avestar Capital
New York
$375K -$53.7K -261 -13%
MIM
607
Marco Investment Management
Georgia
$369K
CT
608
Cambridge Trust
Massachusetts
$368K -$99.4K -485 -21%
CTC
609
Central Trust Company
Missouri
$367K +$7.38K +36 +2%
EWM
610
Empirical Wealth Management
Washington
$367K -$16.8K -82 -4%
FHC
611
First Heartland Consultants
Missouri
$360K +$105K +514 +41%
AWP
612
Ascent Wealth Partners
New York
$359K -$5.12K -25 -1%
PTC
613
Private Trust Company
Ohio
$357K +$23.4K +114 +7%
AP
614
Adero Partners
California
$356K
CAM
615
Campion Asset Management
Virginia
$355K
CG
616
Caprock Group
Idaho
$355K -$73K -355 -17%
FAFN
617
First Affirmative Financial Network
Colorado
$354K +$14.7K +72 +4%
HWM
618
HB Wealth Management
Georgia
$351K +$15K +73 +4%
AA
619
ALPS Advisors
Colorado
$351K +$4.71K +23 +1%
QI
620
Qtron Investments
Massachusetts
$348K
GRP
621
Global Retirement Partners
California
$348K -$35K -171 -9%
EBA
622
Eagle Bay Advisors
New York
$346K -$21.2K -103 -6%
BAAM
623
Baker Avenue Asset Management
California
$346K -$2.05K -10 -0.6%
MOS
624
MGO One Seven
Ohio
$345K -$819 -4 -0.2%
ANBT
625
American National Bank & Trust
Texas
$343K +$343K +1,676 New