BR icon

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 %
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$296K
Capstone Investment Advisors
652
Capstone Investment Advisors
New York
$295K +$123K +624 +72%
WTA
653
Washington Trust Advisors
Massachusetts
$293K
WPC
654
Wedmont Private Capital
Pennsylvania
$292K +$14.4K +70 +5%
AC
655
Apella Capital
Connecticut
$290K +$20K +100 +7%
CW
656
CreativeOne Wealth
Kansas
$289K -$16.2K -82 -5%
GWSG
657
GPS Wealth Strategies Group
Colorado
$285K -$1.77K -9 -0.6%
NPT
658
Nixon Peabody Trust
Massachusetts
$282K -$98.1K -498 -26%
IGAM
659
iA Global Asset Management
Quebec, Canada
$280K -$199K -1,012 -42%
CIA
660
Choate Investment Advisors
Massachusetts
$278K +$39.4K +200 +17%
SI
661
Seeds Investor
New York
$277K -$36K -183 -12%
OA
662
Operose Advisors
Wisconsin
$276K
SI
663
Stephens Inc
Arkansas
$275K +$2.56K +13 +0.9%
CI
664
CX Institutional
Indiana
$274K +$788 +4 +0.3%
ACM
665
Advisors Capital Management
New Jersey
$273K -$2.37K -12 -0.9%
DC
666
Davenport & Co
Virginia
$273K +$2.17K +11 +0.8%
SCM
667
Stevens Capital Management
Pennsylvania
$272K +$272K +1,382 New
RCAG
668
Rehmann Capital Advisory Group
Michigan
$271K +$28.8K +146 +12%
QEI
669
QSV Equity Investors
Illinois
$270K -$42.6K -216 -14%
MYIA
670
Mount Yale Investment Advisors
Colorado
$269K
MM
671
MQS Management
New York
$269K +$269K +1,364 New
OP
672
ORG Partners
Indiana
$267K +$249K +1,268 +1,378%
AB
673
Atlas Brown
Kentucky
$267K +$591 +3 +0.2%
CICI
674
Capital Investment Counsel Inc
North Carolina
$266K
NG
675
Norden Group
Utah
$263K -$11.8K -60 -4%