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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 %
SIC
751
Samalin Investment Counsel
New York
$269K -$679 -3 -0.3%
ET
752
Equitable Trust
Tennessee
$269K
KFSC
753
Keystone Financial Services (Colorado)
Colorado
$268K -$8.82K -39 -3%
MWM
754
Maridea Wealth Management
New York
$267K +$267K +1,179 New
CPIG
755
Chicago Partners Investment Group
Illinois
$262K +$33.1K +144 +14%
APP
756
Avantax Planning Partners
Iowa
$261K +$45.2K +200 +21%
SWM
757
Seaside Wealth Management
California
$261K +$1.13K +5 +0.4%
NPFS
758
Novak & Powell Financial Services
Florida
$261K
SI
759
Stephens Inc
Arkansas
$260K -$21.3K -94 -8%
HDIM
760
Hanson & Doremus Investment Management
Vermont
$260K +$102K +450 +64%
SI
761
Seeds Investor
New York
$259K -$17.9K -79 -6%
CGL
762
Clarius Group LLC
Washington
$258K -$6.1K -27 -2%
PA
763
Parallel Advisors
California
$258K +$43K +190 +20%
FPAS
764
Focus Partners Advisor Solutions
Missouri
$258K -$12K -53 -4%
CC
765
Courier Capital
New York
$258K
AO
766
Advisor OS
Illinois
$256K +$256K +1,134 New
CA
767
Claro Advisors
Massachusetts
$256K +$5.2K +23 +2%
PNC
768
Park National Corp
Ohio
$256K
BWA
769
Bestgate Wealth Advisors
Maryland
$255K +$255K +1,127 New
PWP
770
Phillips Wealth Planners
Mississippi
$254K -$886 -4 -0.3%
AAP
771
Arax Advisory Partners
Colorado
$254K -$1.13K -5 -0.4%
DFA
772
Davies Financial Advisors
California
$253K
KFI
773
Key Financial Inc
Pennsylvania
$253K -$10.4K -46 -4%
WDC
774
Woodward Diversified Capital
California
$252K +$252K +1,116 New
GSEP
775
Golden State Equity Partners
California
$250K -$89.3K -395 -26%