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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 %
APWM
626
Argonautica Private Wealth Management
Massachusetts
$318K +$25.2K +128 +9%
PWG
627
Portside Wealth Group
Utah
$316K -$6.9K -35 -2%
AIM
628
Arcadia Investment Management
Michigan
$315K
PWMG
629
Prestige Wealth Management Group
New Jersey
$313K -$3.17K -16 -1%
MAM
630
Mystic Asset Management
Rhode Island
$313K
CIA
631
Compass Ion Advisors
Pennsylvania
$312K
SAM
632
Strategy Asset Managers
California
$312K -$434K -2,620 -58%
OL
633
Optas LLC
Texas
$310K +$3.55K +18 +1%
BP
634
Ballentine Partners
Massachusetts
$308K -$1.58K -8 -0.5%
KFSC
635
Keystone Financial Services (Colorado)
Colorado
$307K +$1.18K +6 +0.4%
GI
636
GAMMA Investing
California
$307K +$138K +699 +81%
CWC
637
Carolinas Wealth Consulting
North Carolina
$307K +$197 +1 +0.1%
FIM
638
Freedom Investment Management
Connecticut
$306K -$24.2K -123 -7%
MGIA
639
Moneta Group Investment Advisors
Missouri
$304K +$788 +4 +0.3%
AIM
640
Anchor Investment Management
South Carolina
$303K
BWP
641
BSW Wealth Partners
Colorado
$303K +$11.2K +57 +4%
AIP
642
Ameritas Investment Partners
Nebraska
$302K +$197 +1 +0.1%
MSFS
643
Main Street Financial Solutions
Pennsylvania
$299K -$4.93K -25 -2%
MA
644
Mutual Advisors
Nebraska
$299K +$29.1K +138 +11%
RT
645
Rockland Trust
Massachusetts
$298K
UW
646
Unique Wealth
Florida
$297K +$9.46K +48 +3%
AWP
647
Ascent Wealth Partners
New York
$297K -$47.7K -242 -14%
SPA
648
Shore Point Advisors
New Jersey
$296K
MA
649
MONECO Advisors
Connecticut
$296K -$25.4K -129 -8%
BCMO
650
Buckingham Capital Management (Ohio)
Ohio
$296K