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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 %
DAS
676
Dynamic Advisor Solutions
Arizona
$333K -$22.8K -106 -6%
PCM
677
Prelude Capital Management
New York
$332K -$98.7K -459 -23%
VWM
678
Venturi Wealth Management
Texas
$330K +$55.9K +260 +20%
MPM
679
MBB Public Markets
Illinois
$329K -$1.44M -6,679 -81%
OL
680
Optas LLC
Texas
$329K -$9.46K -44 -3%
MSFS
681
Main Street Financial Solutions
Pennsylvania
$328K +$1.72K +8 +0.5%
RT
682
Rockland Trust
Massachusetts
$326K +$1.08K +5 +0.3%
IA
683
IFP Advisors
Florida
$326K -$24.1K -112 -7%
MGIA
684
Moneta Group Investment Advisors
Missouri
$326K -$5.59K -26 -2%
GS
685
GTS Securities
New York
$326K +$326K +1,516 New
PA
686
Procyon Advisors
Connecticut
$326K -$113K -528 -26%
GWM
687
Geneos Wealth Management
Colorado
$325K +$284K +1,320 +691%
SPA
688
Shore Point Advisors
New Jersey
$323K
AIM
689
Anchor Investment Management
South Carolina
$323K -$8.6K -40 -3%
BCMO
690
Buckingham Capital Management (Ohio)
Ohio
$323K
GSEP
691
Golden State Equity Partners
California
$323K -$179K -834 -36%
OP
692
ORG Partners
Indiana
$321K +$28K +130 +10%
RWM
693
Ritholtz Wealth Management
New York
$320K +$60K +279 +23%
WTA
694
Washington Trust Advisors
Massachusetts
$320K
SCM
695
Stonehearth Capital Management
Massachusetts
$318K -$29K -135 -8%
FAFN
696
First Affirmative Financial Network
Colorado
$318K -$71.8K -334 -18%
FIA
697
Foundations Investment Advisors
Arizona
$317K +$43K +200 +16%
BPA
698
Beacon Pointe Advisors
California
$316K -$632K -2,939 -67%
FIM
699
Freedom Investment Management
Connecticut
$316K -$18.1K -84 -5%
RCM
700
Radnor Capital Management
Pennsylvania
$313K -$41.9K -195 -12%