BR icon

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 %
MSFS
651
Main Street Financial Solutions
Pennsylvania
$316K -$27.2K -133 -8%
AIM
652
Anchor Investment Management
South Carolina
$315K
MGIA
653
Moneta Group Investment Advisors
Missouri
$315K
AIP
654
Ameritas Investment Partners
Nebraska
$314K -$18K -88 -5%
CRC
655
Curi RMB Capital
Illinois
$313K
CIA
656
Compass Ion Advisors
Pennsylvania
$312K -$292K -1,424 -48%
SPC
657
Sigma Planning Corp
Michigan
$311K +$79.9K +390 +35%
RT
658
Rockland Trust
Massachusetts
$310K
SPA
659
Shore Point Advisors
New Jersey
$308K -$76.4K -373 -20%
SVWAG
660
Sound View Wealth Advisors Group
Georgia
$307K -$1.02K -5 -0.3%
BCMO
661
Buckingham Capital Management (Ohio)
Ohio
$307K
WTA
662
Washington Trust Advisors
Massachusetts
$304K
APWM
663
Argonautica Private Wealth Management
Massachusetts
$304K -$34.4K -168 -10%
CCA
664
Cadent Capital Advisors
Oklahoma
$303K
BWP
665
BSW Wealth Partners
Colorado
$303K +$303K +1,479 New
UW
666
Unique Wealth
Florida
$299K +$42K +205 +16%
GWSG
667
GPS Wealth Strategies Group
Colorado
$299K +$14.1K +69 +5%
EWM
668
Evercore Wealth Management
New York
$293K -$12.1K -59 -4%
PPC
669
Park Place Capital
Alabama
$288K +$186K +907 +182%
OA
670
Operose Advisors
Wisconsin
$287K
NG
671
Norden Group
Utah
$286K +$286K +1,397 New
ACM
672
Advisors Capital Management
New Jersey
$286K +$2.05K +10 +0.7%
CI
673
CX Institutional
Indiana
$284K +$1.23K +6 +0.4%
SI
674
Stephens Inc
Arkansas
$284K +$12.1K +59 +4%
AMIM
675
Aull & Monroe Investment Management
Alabama
$282K -$3.28K -16 -1%