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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 %
EL
676
EWA LLC
Pennsylvania
$263K -$1.44K -7 -0.5%
TIA
677
Traphagen Investment Advisors
New Jersey
$261K +$197 +1 +0.1%
AF
678
Allworth Financial
California
$260K +$47.2K +234 +22%
SFA
679
Souders Financial Advisors
Ohio
$258K +$1.38K +7 +0.5%
PIM
680
Penobscot Investment Management
Massachusetts
$256K +$38.8K +197 +18%
AIA
681
Alera Investment Advisors
Illinois
$256K +$256K +1,299 New
CCA
682
Cadent Capital Advisors
Oklahoma
$256K -$36.1K -183 -12%
FIA
683
Foundations Investment Advisors
Arizona
$251K -$591 -3 -0.2%
VWM
684
Venturi Wealth Management
Texas
$251K +$5.12K +26 +2%
BAM
685
Belpointe Asset Management
Nevada
$248K +$7.49K +38 +3%
PWM
686
Perigon Wealth Management
California
$248K +$32.3K +164 +15%
CI
687
Cigna Investments
Connecticut
$246K
HIC
688
Harvey Investment Company
Kentucky
$244K
CFA
689
CWS Financial Advisors
Michigan
$243K -$9.85K -50 -4%
AMIM
690
Aull & Monroe Investment Management
Alabama
$242K -$29.6K -150 -11%
SB
691
Strategic Blueprint
Georgia
$242K +$242K +1,226 New
BIA
692
BHK Investment Advisors
Alabama
$241K +$241K +1,225 New
WS
693
Wedbush Securities
California
$240K +$2.56K +13 +1%
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$239K -$9.65K -49 -4%
HKIMG
695
Hutchens & Kramer Investment Management Group
Indiana
$239K +$4.52K +23 +2%
RWM
696
Ritholtz Wealth Management
New York
$238K +$238K +1,208 New
EBT
697
Enterprise Bank & Trust
Massachusetts
$237K
AC
698
Avestar Capital
New York
$236K -$123K -624 -34%
HCM
699
Hudson Capital Management
New Jersey
$236K
SIC
700
Samalin Investment Counsel
New York
$235K -$234K -1,189 -50%