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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 %
WPC
651
Wedmont Private Capital
Pennsylvania
$358K +$51.9K +241 +17%
EBA
652
Eagle Bay Advisors
New York
$357K -$65K -301 -15%
NG
653
Norden Group
Utah
$355K +$67.9K +316 +24%
CAM
654
Campion Asset Management
Virginia
$353K -$20.4K -95 -5%
BP
655
Ballentine Partners
Massachusetts
$350K +$13.8K +64 +4%
BWP
656
BSW Wealth Partners
Colorado
$350K +$19.6K +91 +6%
GC
657
Guggenheim Capital
Illinois
$349K -$67.7K -315 -16%
EFMC
658
Empire Financial Management Company
New York
$349K
MAM
659
Martingale Asset Management
Massachusetts
$348K -$404K -1,877 -54%
APWM
660
Argonautica Private Wealth Management
Massachusetts
$347K -$215 -1 -0.1%
SOS
661
Silver Oak Securities
Tennessee
$345K +$106K +501 +44%
UW
662
Unique Wealth
Florida
$345K +$20.4K +95 +6%
WA
663
Wambolt & Associates
Colorado
$344K -$138K -642 -29%
BTI
664
Blue Trust Inc
Georgia
$344K +$181K +918 +111%
AIM
665
Arcadia Investment Management
Michigan
$344K
PWMG
666
Prestige Wealth Management Group
New Jersey
$342K
T
667
TOBAM
France
$341K -$14K -65 -4%
HI
668
Horizon Investments
North Carolina
$340K -$19.4K -90 -5%
MAM
669
Mystic Asset Management
Rhode Island
$340K -$2.15K -10 -0.6%
SVWAG
670
Sound View Wealth Advisors Group
Georgia
$340K +$17K +79 +5%
PTC
671
Private Trust Company
Ohio
$337K -$40.6K -189 -11%
MA
672
MONECO Advisors
Connecticut
$337K +$14.2K +66 +4%
CWC
673
Carolinas Wealth Consulting
North Carolina
$336K
CW
674
CreativeOne Wealth
Kansas
$333K +$17.4K +81 +6%
Wolverine Trading
675
Wolverine Trading
Illinois
$333K -$13.1K -62 -4%