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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 %
PWP
701
Phillips Wealth Planners
Mississippi
$234K -$13.6K -68 -5%
ET
702
Equitable Trust
Tennessee
$234K +$234K +1,189 New
JCM
703
Jacobsen Capital Management
Utah
$231K +$394 +2 +0.2%
KFI
704
Key Financial Inc
Pennsylvania
$228K +$591 +3 +0.3%
PCS
705
Personal CFO Solutions
New Jersey
$228K -$7.68K -39 -3%
CGL
706
Clarius Group LLC
Washington
$228K -$11.8K -60 -5%
MA
707
MCF Advisors
Kentucky
$228K
NPFS
708
Novak & Powell Financial Services
Florida
$226K +$226K +1,149 New
SWM
709
Seaside Wealth Management
California
$226K +$788 +4 +0.4%
CC
710
Courier Capital
New York
$224K
PNC
711
Park National Corp
Ohio
$223K
MOS
712
MGO One Seven
Ohio
$223K -$109K -553 -33%
SOS
713
Silver Oak Securities
Tennessee
$222K -$5.32K -27 -2%
SEIA
714
Signature Estate & Investment Advisors
California
$222K +$222K +1,125 New
DFA
715
Davies Financial Advisors
California
$220K
MMA
716
Miracle Mile Advisors
California
$220K +$220K +1,115 New
KeyBank National Association
717
KeyBank National Association
Ohio
$216K +$11.6K +59 +6%
CA
718
Claro Advisors
Massachusetts
$215K -$394 -2 -0.2%
FTWA
719
Fifth Third Wealth Advisors
Ohio
$214K +$214K +1,087 New
AAP
720
Arax Advisory Partners
Colorado
$214K -$3.55K -18 -2%
Jones Financial Companies
721
Jones Financial Companies
Missouri
$214K +$164K +834 +332%
DWT
722
Dorsey & Whitney Trust
South Dakota
$214K -$1.77K -9 -0.8%
First Manhattan
723
First Manhattan
New York
$213K
WP
724
Woodline Partners
California
$210K +$210K +1,068 New
EFS
725
Essex Financial Services
Connecticut
$209K +$209K +965 New