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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 %
RMC
626
Resources Management Corp
Connecticut
$420K -$4.3K -20 -1%
MWM
627
Mindset Wealth Management
Indiana
$412K +$412K +1,917 New
WA
628
Wealth Alliance
New York
$412K +$645 +3 +0.2%
IWA
629
Icon Wealth Advisors
Texas
$405K
EWM
630
Empirical Wealth Management
Washington
$401K +$13.8K +64 +4%
PWG
631
Portside Wealth Group
Utah
$398K +$53.3K +248 +15%
TA
632
Tectonic Advisors
Texas
$396K +$15.1K +70 +4%
CG
633
Cynosure Group
Utah
$391K -$2.06M -9,569 -84%
S
634
SignatureFD
Georgia
$390K +$4.3K +20 +1%
1WM
635
1858 Wealth Management
Ohio
$388K -$9.25K -43 -2%
MIM
636
Marco Investment Management
Georgia
$387K
EB
637
Eastern Bank
Massachusetts
$387K +$387K +1,798 New
AP
638
Adero Partners
California
$385K +$9.46K +44 +3%
CIA
639
Compass Ion Advisors
Pennsylvania
$381K +$53.8K +250 +16%
BAAM
640
Baker Avenue Asset Management
California
$379K +$9.89K +46 +3%
MA
641
Mutual Advisors
Nebraska
$376K +$69.4K +320 +23%
CTC
642
Central Trust Company
Missouri
$374K -$15.7K -73 -4%
QWP
643
Quotient Wealth Partners
Texas
$372K +$1.29K +6 +0.3%
KeyBank National Association
644
KeyBank National Association
Ohio
$370K +$135K +626 +57%
TCBWMS
645
Texas Capital Bank Wealth Management Services
Texas
$369K -$3.87K -18 -1%
VCM
646
Vivaldi Capital Management
Illinois
$368K
BAM
647
Belpointe Asset Management
Nevada
$366K +$95.5K +444 +35%
SAM
648
Strategy Asset Managers
California
$365K -$39.8K -185 -10%
AA
649
ALPS Advisors
Colorado
$363K -$4.52K -21 -1%
ANBT
650
American National Bank & Trust
Texas
$360K