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Broadridge

1,039 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 336 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+39
Holders Change %
+3.9%
% of All Funds
13.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
130
Increased
387
Reduced
336
Closed
77
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
626
Boothbay Fund Management
New York
$438K -$9.72K -43 -2%
IFS
627
Ifrah Financial Services
Arkansas
$437K -$7.46K -33 -2%
AP
628
Advisors Preferred
Maryland
$435K -$147K -646 -25%
EB
629
Eastern Bank
Massachusetts
$434K +$27.1K +120 +7%
CFA
630
CWS Financial Advisors
Michigan
$432K +$153K +675 +55%
S
631
SignatureFD
Georgia
$432K +$21.5K +95 +5%
WA
632
Wealth Alliance
New York
$430K -$2.71K -12 -0.6%
VCM
633
Vivaldi Capital Management
Illinois
$430K +$19.9K +83 +5%
GC
634
Guggenheim Capital
Illinois
$428K +$61K +270 +17%
FHC
635
First Heartland Consultants
Missouri
$427K -$37.5K -166 -8%
IWA
636
Icon Wealth Advisors
Texas
$426K
MWM
637
Maripau Wealth Management
Indiana
$420K +$420K +1,852 New
TPI
638
Trust Point Inc
Wisconsin
$420K +$420K +1,859 New
AP
639
Adero Partners
California
$415K +$10.2K +45 +3%
YIH
640
Y-Intercept (HK)
Hong Kong
$412K -$2.2M -9,737 -84%
IBOK
641
Independence Bank of Kentucky
Kentucky
$411K +$390K +1,725 +1,816%
MIM
642
Marco Investment Management
Georgia
$410K +$2.71K +12 +0.7%
NG
643
Norden Group
Utah
$408K +$34.4K +152 +9%
1WM
644
1858 Wealth Management
Ohio
$406K -$1.81K -8 -0.4%
MA
645
MONECO Advisors
Connecticut
$406K +$51.8K +229 +15%
MAM
646
Mystic Asset Management
Rhode Island
$402K +$45.2K +200 +13%
KeyBank National Association
647
KeyBank National Association
Ohio
$395K +$5.2K +23 +1%
CFGW
648
Chancellor Financial Group WB
Pennsylvania
$393K +$393K +1,739 New
TCBWMS
649
Texas Capital Bank Wealth Management Services
Texas
$393K +$4.75K +21 +1%
CTC
650
Central Trust Company
Missouri
$392K -$678 -3 -0.2%