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Broadridge

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
726
Dorsey & Whitney Trust
South Dakota
$224K +$819 +4 +0.4%
PWM
727
Perigon Wealth Management
California
$224K +$224K +1,093 New
CBFP
728
Cedar Brook Financial Partners
Ohio
$221K -$2.46K -12 -1%
First Manhattan
729
First Manhattan
New York
$221K
PCIA
730
Prime Capital Investment Advisors
Kansas
$219K +$10.7K +52 +5%
Verition Fund Management
731
Verition Fund Management
Connecticut
$218K +$218K +1,062 New
AF
732
Allworth Financial
California
$216K +$101K +494 +88%
FP
733
Fiduciary Planning
Florida
$216K -$3.89K -19 -2%
PBC
734
Pavion Blue Capital
California
$216K
OTL
735
Oak Thistle LLC
New York
$216K +$216K +1,053 New
APA
736
Astoria Portfolio Advisors
New York
$216K +$2.15K +11 +1%
PP
737
Patron Partners
Texas
$215K -$11.1K -54 -5%
CCMG
738
Clark Capital Management Group
Pennsylvania
$215K -$19.3K -94 -8%
RFN
739
RDA Financial Network
Iowa
$213K -$8.19K -40 -4%
KeyBank National Association
740
KeyBank National Association
Ohio
$213K +$213K +1,038 New
OC
741
Oarsman Capital
Wisconsin
$211K
NAS
742
Nicolet Advisory Services
Wisconsin
$211K -$25.1K -121 -11%
ACM
743
Allred Capital Management
Texas
$211K -$1.02K -5 -0.5%
MIM
744
Moseley Investment Management
Florida
$207K
LNB
745
Ledyard National Bank
$206K -$36.9K -180 -15%
TWM
746
Tradition Wealth Management
Minnesota
$206K +$410 +2 +0.2%
CSI
747
Cross Staff Investments
New York
$205K
JE
748
JMAC Enterprises
Pennsylvania
$205K
BPFA
749
Barnes Pettey Financial Advisors
Mississippi
$205K
BL
750
Balentine LLC
Georgia
$203K +$3.07K +15 +2%