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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 %
ET
751
Equitable Trust
Tennessee
$256K
CRC
752
Curi RMB Capital
Illinois
$254K +$254K +1,183 New
PWP
753
Phillips Wealth Planners
Mississippi
$252K -$3.95K -18 -2%
CGL
754
Clarius Group LLC
Washington
$250K +$2.78K +13 +1%
KFI
755
Key Financial Inc
Pennsylvania
$250K +$860 +4 +0.3%
MA
756
MCF Advisors
Kentucky
$248K -$216 -1 -0.1%
NPFS
757
Novak & Powell Financial Services
Florida
$248K +$645 +3 +0.3%
SWM
758
Seaside Wealth Management
California
$247K +$1.08K +5 +0.4%
CC
759
Courier Capital
New York
$245K
PNC
760
Park National Corp
Ohio
$243K
SEIA
761
Signature Estate & Investment Advisors
California
$243K +$1.51K +7 +0.6%
AAP
762
Arax Advisory Partners
Colorado
$243K +$9.04K +42 +4%
DS
763
DRW Securities
Illinois
$241K +$241K +1,122 New
DFA
764
Davies Financial Advisors
California
$241K
APA
765
Astoria Portfolio Advisors
New York
$239K +$6.4K +29 +3%
CA
766
Claro Advisors
Massachusetts
$239K +$3.66K +17 +2%
PWPS
767
Pinnacle Wealth Planning Services
Ohio
$239K -$22.6K -105 -9%
FHA
768
First Horizon Advisors
Tennessee
$238K +$34.4K +160 +17%
PCS
769
Personal CFO Solutions
New Jersey
$237K -$12K -56 -5%
HCM
770
Hudson Capital Management
New Jersey
$237K -$21.5K -100 -8%
FFM
771
Fullerton Fund Management
Singapore
$236K +$236K +1,098 New
First Manhattan
772
First Manhattan
New York
$234K +$1.3K +6 +0.6%
FTWA
773
Fifth Third Wealth Advisors
Ohio
$232K -$1.72K -8 -0.7%
NP
774
Nilsine Partners
Colorado
$227K -$215 -1 -0.1%
PBC
775
Pavion Blue Capital
California
$226K