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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 %
FIM
626
Freedom Investment Management
Connecticut
$343K -$97.1K -474 -22%
DAS
627
Dynamic Advisor Solutions
Arizona
$343K +$4.92K +24 +1%
GSC
628
Grey Street Capital
Illinois
$341K +$341K +1,660 New
RCM
629
Radnor Capital Management
Pennsylvania
$338K -$131K -640 -28%
HI
630
Horizon Investments
North Carolina
$338K -$20.7K -101 -6%
PWG
631
Portside Wealth Group
Utah
$336K +$26K +127 +8%
EGM
632
Engineers Gate Manager
New York
$335K +$335K +1,633 New
MA
633
MONECO Advisors
Connecticut
$334K +$87.9K +429 +36%
EFMC
634
Empire Financial Management Company
New York
$333K
TA
635
Tectonic Advisors
Texas
$332K +$27K +132 +9%
VCM
636
Vivaldi Capital Management
Illinois
$332K -$5.09K -26 -2%
SCM
637
Stonehearth Capital Management
Massachusetts
$331K
PWMG
638
Prestige Wealth Management Group
New Jersey
$329K -$4.53K -22 -1%
AIA
639
Arrow Investment Advisors
Maryland
$328K +$328K +1,603 New
AIM
640
Arcadia Investment Management
Michigan
$328K
CG
641
Cynosure Group
Utah
$328K -$3.84M -18,754 -92%
SI
642
Seeds Investor
New York
$326K -$166K -812 -34%
MAM
643
Mystic Asset Management
Rhode Island
$326K -$2.05K -10 -0.6%
QEI
644
QSV Equity Investors
Illinois
$325K -$221K -1,078 -40%
TCBWMS
645
Texas Capital Bank Wealth Management Services
Texas
$324K +$11.3K +55 +4%
BP
646
Ballentine Partners
Massachusetts
$322K +$15.8K +77 +5%
CWC
647
Carolinas Wealth Consulting
North Carolina
$320K +$206 +1 +0.1%
OL
648
Optas LLC
Texas
$319K -$1.84K -9 -0.6%
KFSC
649
Keystone Financial Services (Colorado)
Colorado
$318K -$13.7K -67 -4%
CW
650
CreativeOne Wealth
Kansas
$317K +$57.1K +279 +22%