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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 %
Walleye Capital
601
Walleye Capital
New York
$356K +$204K +1,034 +134%
EWM
602
Empirical Wealth Management
Washington
$355K +$2.56K +13 +0.7%
MIM
603
Marco Investment Management
Georgia
$355K
S
604
SignatureFD
Georgia
$354K -$34.5K -175 -9%
TA
605
Tectonic Advisors
Texas
$349K +$29.2K +148 +9%
PTC
606
Private Trust Company
Ohio
$346K +$2.56K +13 +0.7%
AP
607
Adero Partners
California
$344K +$2.36K +12 +0.7%
TCBWMS
608
Texas Capital Bank Wealth Management Services
Texas
$342K +$30.3K +154 +10%
CAM
609
Campion Asset Management
Virginia
$342K
QWP
610
Quotient Wealth Partners
Texas
$339K +$339K +1,723 New
BAAM
611
Baker Avenue Asset Management
California
$338K +$5.12K +26 +2%
VCM
612
Vivaldi Capital Management
Illinois
$337K +$2.96K +15 +0.9%
AA
613
ALPS Advisors
Colorado
$336K -$985 -5 -0.3%
QI
614
Qtron Investments
Massachusetts
$335K
ANBT
615
American National Bank & Trust
Texas
$330K
HI
616
Horizon Investments
North Carolina
$330K +$4.93K +25 +2%
SRL
617
Scientech Research LLC
New Jersey
$328K +$328K +1,667 New
ALAM
618
Asahi Life Asset Management
Japan
$328K +$328K +1,665 New
DAS
619
Dynamic Advisor Solutions
Arizona
$326K -$4.14K -21 -1%
T
620
TOBAM
France
$325K -$81.9K -416 -20%
RCM
621
Radnor Capital Management
Pennsylvania
$325K
Wolverine Trading
622
Wolverine Trading
Illinois
$322K -$191K -972 -37%
IA
623
IFP Advisors
Florida
$321K +$216K +1,097 +207%
EFMC
624
Empire Financial Management Company
New York
$320K
SCM
625
Stonehearth Capital Management
Massachusetts
$318K