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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 %
AF
726
Allworth Financial
California
$283K +$5.38K +25 +2%
AIA
727
Alera Investment Advisors
Illinois
$282K +$2.8K +13 +1%
SFA
728
Souders Financial Advisors
Ohio
$282K +$430 +2 +0.2%
PIM
729
Penobscot Investment Management
Massachusetts
$279K
FHA
730
Flagship Harbor Advisors
Massachusetts
$276K +$276K +1,285 New
NPT
731
Nixon Peabody Trust
Massachusetts
$274K -$33.3K -155 -11%
Walleye Capital
732
Walleye Capital
New York
$274K -$115K -534 -30%
MOS
733
MGO One Seven
Ohio
$270K +$26.4K +123 +11%
AC
734
Avestar Capital
New York
$268K +$10.3K +48 +4%
SI
735
Stephens Inc
Arkansas
$268K -$32.9K -153 -11%
HIC
736
Harvey Investment Company
Kentucky
$266K
CFA
737
CWS Financial Advisors
Michigan
$266K
MMA
738
Miracle Mile Advisors
California
$264K +$24.5K +114 +10%
OPOWM
739
One Plus One Wealth Management
Florida
$264K +$264K +1,228 New
CI
740
Cigna Investments
Connecticut
$264K -$4.96K -23 -2%
KFSC
741
Keystone Financial Services (Colorado)
Colorado
$264K -$71.8K -334 -21%
SB
742
Strategic Blueprint
Georgia
$263K -$215 -1 -0.1%
SI
743
Seeds Investor
New York
$263K -$39.6K -184 -13%
HKIMG
744
Hutchens & Kramer Investment Management Group
Indiana
$263K +$1.93K +9 +0.7%
CAMG
745
CWA Asset Management Group
Florida
$260K +$260K +1,210 New
AMIM
746
Aull & Monroe Investment Management
Alabama
$258K -$5.38K -25 -2%
EBT
747
Enterprise Bank & Trust
Massachusetts
$258K
FPAS
748
Focus Partners Advisor Solutions
Missouri
$257K +$257K +1,193 New
SIC
749
Samalin Investment Counsel
New York
$257K +$430 +2 +0.2%
KWM
750
KFG Wealth Management
Indiana
$256K +$256K +1,192 New