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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 %
BBHC
701
Brown Brothers Harriman & Co
New York
$330K +$104K +460 +46%
RCM
702
Radnor Capital Management
Pennsylvania
$329K
RCAG
703
Rehmann Capital Advisory Group
Michigan
$328K +$24.6K +109 +8%
TWC
704
TD Waterhouse Canada
Ontario, Canada
$327K +$254K +1,125 +352%
AIP
705
Ameritas Investment Partners
Nebraska
$326K +$226 +1 +0.1%
AC
706
Apella Capital
Connecticut
$326K -$1.81K -8 -0.6%
ACM
707
Advisors Capital Management
New Jersey
$326K +$11.1K +49 +4%
AWP
708
Ascent Wealth Partners
New York
$325K -$678 -3 -0.2%
AF
709
Allworth Financial
California
$324K +$14.8K +63 +5%
RMC
710
Resources Management Corp
Connecticut
$322K -$120K -530 -27%
CG
711
Cynosure Group
Utah
$319K -$92K -407 -22%
PWM
712
Perigon Wealth Management
California
$318K +$5.08K +22 +2%
KWM
713
KFG Wealth Management
Indiana
$317K +$47.5K +210 +18%
GC
714
Gilbert & Cook
Iowa
$312K +$312K +1,379 New
QEI
715
QSV Equity Investors
Illinois
$311K +$1.13K +5 +0.4%
FIM
716
Freedom Investment Management
Connecticut
$311K -$20.8K -92 -6%
MYIA
717
Mount Yale Investment Advisors
Colorado
$308K
AB
718
Atlas Brown
Kentucky
$307K +$226 +1 +0.1%
MPI
719
Mairs & Power Inc
Minnesota
$305K
USCWA
720
U.S. Capital Wealth Advisors
Texas
$305K +$305K +1,347 New
SHF
721
Safe Harbor Fiduciary
Florida
$304K
TIA
722
Traphagen Investment Advisors
New Jersey
$300K
PA
723
Profund Advisors
Maryland
$297K -$21K -93 -7%
SFA
724
Souders Financial Advisors
Ohio
$297K +$452 +2 +0.2%
SB
725
Strategic Blueprint
Georgia
$296K +$19.2K +85 +7%