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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 %
FAFN
726
First Affirmative Financial Network
Colorado
$294K -$39.8K -176 -12%
PIM
727
Penobscot Investment Management
Massachusetts
$294K
CIA
728
Choate Investment Advisors
Massachusetts
$293K -$5.43K -24 -2%
AC
729
Avestar Capital
New York
$293K +$9.53K +42 +3%
PWPS
730
Pinnacle Wealth Planning Services
Ohio
$293K +$41.6K +184 +17%
GWSG
731
GPS Wealth Strategies Group
Colorado
$292K -$31.6K -140 -10%
FHA
732
Flagship Harbor Advisors
Massachusetts
$291K +$904 +4 +0.3%
NPT
733
Nixon Peabody Trust
Massachusetts
$290K +$2.04K +9 +0.7%
CAMG
734
CWA Asset Management Group
Florida
$290K +$16.5K +73 +6%
PFW
735
Petros Family Wealth
Minnesota
$288K +$288K +1,272 New
AWS
736
Atria Wealth Solutions
New York
$286K -$287K -1,264 -50%
EL
737
EWA LLC
Pennsylvania
$285K -$6.1K -27 -2%
BAM
738
Blueshift Asset Management
New Jersey
$283K -$510K -2,256 -64%
NP
739
Nilsine Partners
Colorado
$282K +$43K +190 +18%
MOS
740
MGO One Seven
Ohio
$281K -$2.04K -9 -0.7%
Two Sigma Investments
741
Two Sigma Investments
New York
$281K -$28.8M -127,317 -99%
HIC
742
Harvey Investment Company
Kentucky
$280K
BHCM
743
Brevan Howard Capital Management
Jersey
$279K -$1.08M -4,786 -79%
HKIMG
744
Hutchens & Kramer Investment Management Group
Indiana
$278K +$1.13K +5 +0.4%
MA
745
MCF Advisors
Kentucky
$276K +$15.4K +68 +6%
GWS
746
Greykasell Wealth Strategies
California
$272K +$272K +1,205 New
EBT
747
Enterprise Bank & Trust
Massachusetts
$272K
CI
748
Cigna Investments
Connecticut
$271K -$6.57K -29 -2%
SEIA
749
Signature Estate & Investment Advisors
California
$270K +$14K +62 +5%
FHA
750
First Horizon Advisors
Tennessee
$270K +$19.7K +87 +8%