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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 %
SAM
751
S.A. Mason
Michigan
$128K -$4.93K -25 -4%
VAG
752
VisionPoint Advisory Group
Texas
$128K +$18.3K +93 +17%
USB
753
Union Savings Bank
Connecticut
$122K
CSWM
754
Cassady Schiller Wealth Management
Ohio
$118K
CCM
755
Chilton Capital Management
Texas
$117K +$44.3K +225 +61%
TFA
756
Transamerica Financial Advisors
Florida
$113K
AAG
757
Armstrong Advisory Group
Massachusetts
$112K
C
758
Covestor
United Kingdom
$110K +$9.5K +48 +9%
PCM
759
Penserra Capital Management
California
$109K +$593 +3 +0.5%
QC
760
Quent Capital
New York
$107K -$2.56K -13 -2%
SIM
761
Sentry Investment Management
Wisconsin
$101K -$20.7K -105 -17%
WOC
762
West Oak Capital
California
$98.5K
AA
763
Alta Advisers
United Kingdom
$98.5K
FNWA
764
Financial Network Wealth Advisors
Utah
$97.5K +$97.5K +494 New
DFA
765
DHJJ Financial Advisors
Illinois
$96.9K
LWA
766
Lowe Wealth Advisors
Maryland
$96.7K
OWA
767
Opal Wealth Advisors
New York
$96.7K +$96.7K +491 New
LWANC
768
Laurel Wealth Advisors (North Carolina)
North Carolina
$95.2K
GM
769
GeoWealth Management
Illinois
$94.8K -$18.1K -92 -16%
PFBT
770
Parkside Financial Bank & Trust
Missouri
$92K +$394 +2 +0.4%
CA
771
Clearstead Advisors
Ohio
$91.4K +$67K +340 +274%
MPWT
772
MassMutual Private Wealth & Trust
Connecticut
$89.8K +$5.12K +26 +6%
HI
773
Harbour Investments
Wisconsin
$89.2K -$6.11K -31 -6%
BSB
774
Bangor Savings Bank
Maine
$89K
VNA
775
Valley National Advisers
Pennsylvania
$89K