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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 %
NP
726
Nilsine Partners
Colorado
$208K -$11.6K -59 -5%
CCMG
727
Clark Capital Management Group
Pennsylvania
$208K +$1.18K +6 +0.6%
APA
728
Astoria Portfolio Advisors
New York
$208K -$9.46K -48 -4%
PBC
729
Pavion Blue Capital
California
$207K
PP
730
Patron Partners
Texas
$207K -$197 -1 -0.1%
FP
731
Fiduciary Planning
Florida
$206K -$1.18K -6 -0.6%
RFN
732
RDA Financial Network
Iowa
$205K -$394 -2 -0.2%
NAS
733
Nicolet Advisory Services
Wisconsin
$204K -$802 -4 -0.4%
OC
734
Oarsman Capital
Wisconsin
$203K
MWM
735
Maripau Wealth Management
Indiana
$203K +$203K +1,027 New
ACM
736
Allred Capital Management
Texas
$202K -$591 -3 -0.3%
AA
737
AlphaCentric Advisors
Puerto Rico
$195K +$1.97K +10 +1%
UB
738
UMB Bank
Missouri
$188K +$24.4K +124 +15%
CT
739
Colonial Trust
South Carolina
$187K -$1.77K -9 -0.9%
FHA
740
First Horizon Advisors
Tennessee
$186K +$29.9K +152 +19%
Acadian Asset Management
741
Acadian Asset Management
Massachusetts
$179K -$11.1M -56,832 -98%
EDRH
742
Edmond de Rothschild Holding
Switzerland
$174K
BTI
743
Blue Trust Inc
Georgia
$170K +$38.7K +189 +30%
TCOV
744
Trust Company of Vermont
Vermont
$165K
PA
745
Parallel Advisors
California
$160K +$7.68K +39 +5%
TFA
746
Toth Financial Advisory
Virginia
$152K
EWA
747
EverSource Wealth Advisors
Alabama
$142K +$15.2K +71 +12%
HDIM
748
Hanson & Doremus Investment Management
Vermont
$138K
BBHC
749
Brown Brothers Harriman & Co
New York
$132K +$1.97K +10 +2%
BCWM
750
Bartlett & Co Wealth Management
Ohio
$129K -$1.58K -8 -1%