BR icon

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 %
CAM
676
Campion Asset Management
Virginia
$354K -$17K -75 -5%
CWC
677
Carolinas Wealth Consulting
North Carolina
$353K
PWMAG
678
Pinnacle Wealth Management Advisory Group
New Jersey
$353K +$353K +1,561 New
RB
679
Renasant Bank
Mississippi
$352K +$126K +559 +56%
MSFS
680
Main Street Financial Solutions
Pennsylvania
$350K +$4.52K +20 +1%
SVWAG
681
Sound View Wealth Advisors Group
Georgia
$349K -$7.91K -35 -2%
PTC
682
Private Trust Company
Ohio
$348K -$7.01K -31 -2%
QWP
683
Quotient Wealth Partners
Texas
$346K -$44.8K -198 -11%
FIA
684
Foundations Investment Advisors
Arizona
$345K +$11.8K +52 +4%
WA
685
Wambolt & Associates
Colorado
$345K -$17.9K -79 -5%
RT
686
Rockland Trust
Massachusetts
$343K
PA
687
Procyon Advisors
Connecticut
$343K +$226 +1 +0.1%
OL
688
Optas LLC
Texas
$343K -$3.39K -15 -1%
SPA
689
Shore Point Advisors
New Jersey
$340K
AIM
690
Anchor Investment Management
South Carolina
$339K
BCMO
691
Buckingham Capital Management (Ohio)
Ohio
$339K
DAS
692
Dynamic Advisor Solutions
Arizona
$337K -$12.7K -56 -4%
DTL
693
Dynamic Technology Lab
Singapore
$337K +$337K +1,490 New
RWM
694
Ritholtz Wealth Management
New York
$337K +$452 +2 +0.1%
IA
695
IFP Advisors
Florida
$337K -$6.33K -28 -2%
OP
696
ORG Partners
Indiana
$336K -$1.13K -5 -0.3%
WTA
697
Washington Trust Advisors
Massachusetts
$336K
SCM
698
Stonehearth Capital Management
Massachusetts
$335K
DC
699
Davenport & Co
Virginia
$333K +$20.3K +90 +6%
CI
700
CX Institutional
Indiana
$333K +$14.9K +66 +5%