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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 %
MSA
651
MUFG Securities Americas
New York
$390K +$390K +1,726 New
BP
652
Ballentine Partners
Massachusetts
$389K +$20.8K +92 +6%
SOS
653
Silver Oak Securities
Tennessee
$388K +$21K +93 +6%
SAM
654
Strategy Asset Managers
California
$386K +$1.58K +7 +0.4%
CAM
655
Clark Asset Management
New Hampshire
$385K +$385K +1,704 New
MYAM
656
Meiji Yasuda Asset Management
Japan
$385K -$228K -1,008 -37%
AA
657
ALPS Advisors
Colorado
$381K
APWM
658
Argonautica Private Wealth Management
Massachusetts
$381K +$17K +75 +5%
ANBT
659
American National Bank & Trust
Texas
$379K
MAP
660
Moody Aldrich Partners
Massachusetts
$374K -$92.7K -410 -20%
BWP
661
BSW Wealth Partners
Colorado
$370K +$1.58K +7 +0.4%
EFMC
662
Empire Financial Management Company
New York
$367K
OPOWM
663
One Plus One Wealth Management
Florida
$367K +$89.5K +396 +32%
MAM
664
Martingale Asset Management
Massachusetts
$364K -$2.26K -10 -0.6%
OF
665
Optimize Financial
California
$363K +$363K +1,604 New
Two Sigma Advisers
666
Two Sigma Advisers
New York
$362K -$4.25M -18,800 -92%
AIM
667
Arcadia Investment Management
Michigan
$362K
CPCPP
668
Canada Post Corporation Pension Plan
Canada
$362K +$362K +1,600 New
WTB
669
Washington Trust Bank
Washington
$361K +$44.8K +198 +14%
HI
670
Horizon Investments
North Carolina
$361K +$2.71K +12 +0.8%
MGIA
671
Moneta Group Investment Advisors
Missouri
$361K +$17.9K +79 +5%
CIA
672
Compass Ion Advisors
Pennsylvania
$360K -$40.7K -180 -10%
PWMG
673
Prestige Wealth Management Group
New Jersey
$360K
BAM
674
Belpointe Asset Management
Nevada
$359K -$2.98K -14 -0.8%
GWM
675
Geneos Wealth Management
Colorado
$356K +$14.7K +65 +4%