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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 %
AIP
701
Ameritas Investment Partners
Nebraska
$310K -$19.6K -91 -6%
AC
702
Apella Capital
Connecticut
$310K
AWP
703
Ascent Wealth Partners
New York
$310K -$14.8K -69 -5%
GWSG
704
GPS Wealth Strategies Group
Colorado
$307K -$4.08K -19 -1%
PA
705
Profund Advisors
Maryland
$302K -$111K -517 -27%
CI
706
CX Institutional
Indiana
$302K +$2.8K +13 +0.9%
OR
707
Olympiad Research
Connecticut
$302K +$302K +1,403 New
OA
708
Operose Advisors
Wisconsin
$301K
WTB
709
Washington Trust Bank
Washington
$301K +$301K +1,400 New
SOW
710
State of Wyoming
Wyoming
$300K +$292K +1,358 +3,772%
ACM
711
Advisors Capital Management
New Jersey
$299K +$1.29K +6 +0.4%
DC
712
Davenport & Co
Virginia
$298K
QEI
713
QSV Equity Investors
Illinois
$295K
AAIS
714
ABN AMRO Investment Solutions
$294K +$294K +1,365 New
MYIA
715
Mount Yale Investment Advisors
Colorado
$293K
EL
716
EWA LLC
Pennsylvania
$293K +$1.14K +5 +0.4%
AB
717
Atlas Brown
Kentucky
$292K +$215 +1 +0.1%
PWM
718
Perigon Wealth Management
California
$291K +$20.6K +96 +8%
CICI
719
Capital Investment Counsel Inc
North Carolina
$291K
RCAG
720
Rehmann Capital Advisory Group
Michigan
$290K -$7.14K -33 -2%
MPI
721
Mairs & Power Inc
Minnesota
$290K +$290K +1,350 New
SHF
722
Safe Harbor Fiduciary
Florida
$289K +$289K +1,344 New
IWM
723
IHT Wealth Management
Illinois
$288K +$288K +1,340 New
TIA
724
Traphagen Investment Advisors
New Jersey
$285K
CIA
725
Choate Investment Advisors
Massachusetts
$284K -$19.6K -91 -6%