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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 %
SWM
601
Segment Wealth Management
Texas
$483K
HNB
602
Huntington National Bank
Ohio
$480K +$13.1K +61 +3%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$478K -$5.16K -24 -1%
SCA
604
Snowden Capital Advisors
New York
$477K +$74.6K +346 +19%
GRP
605
Global Retirement Partners
California
$477K -$110K -513 -19%
CI Investments Inc
606
CI Investments Inc
Ontario, Canada
$475K +$12.9K +60 +3%
HWM
607
HB Wealth Management
Georgia
$470K +$22.4K +104 +5%
GI
608
GAMMA Investing
California
$468K +$133K +620 +40%
BRWA
609
B. Riley Wealth Advisors
Florida
$466K -$98.4K -456 -17%
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$463K -$74.8K -348 -14%
HWA
611
Heritage Wealth Advisors
Virginia
$459K +$1.29K +6 +0.3%
AWM
612
Aberdeen Wealth Management
Illinois
$445K
NP
613
NorthRock Partners
Minnesota
$444K -$12.5K -58 -3%
MAP
614
Moody Aldrich Partners
Massachusetts
$443K -$215 -1 -0%
FHC
615
First Heartland Consultants
Missouri
$442K +$21.5K +100 +5%
EA
616
Everpar Advisors
Oklahoma
$442K -$38.5K -179 -8%
BIM
617
Bridges Investment Management
Nebraska
$442K +$645 +3 +0.1%
TFS
618
Thoroughbred Financial Services
Tennessee
$440K -$30.3K -141 -6%
SWM
619
Spire Wealth Management
Virginia
$440K -$1.72K -8 -0.4%
LAM
620
LifePro Asset Management
California
$439K
BFM
621
Boothbay Fund Management
New York
$426K +$426K +1,981 New
DFCM
622
Dark Forest Capital Management
Puerto Rico
$425K +$425K +1,975 New
SYBT
623
Stock Yards Bank & Trust
Kentucky
$424K -$7.1K -33 -2%
IFS
624
Ifrah Financial Services
Arkansas
$423K -$6.02K -28 -1%
ACM
625
Aster Capital Management
United Arab Emirates
$421K +$421K +1,960 New