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Broadridge

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AAG
776
Armstrong Advisory Group
Massachusetts
$117K
GM
777
GeoWealth Management
Illinois
$117K +$41.8K +204 +55%
TFA
778
Transamerica Financial Advisors
Florida
$117K -$2.87K -14 -2%
EWA
779
EverSource Wealth Advisors
Alabama
$114K +$10.6K +55 +10%
VAG
780
VisionPoint Advisory Group
Texas
$114K +$44K +215 +63%
QC
781
Quent Capital
New York
$114K +$2.05K +10 +2%
FFA
782
Farther Finance Advisors
California
$112K -$610 -3 -0.5%
PCM
783
Penserra Capital Management
California
$111K -$246K -1,214 -69%
IA
784
IFP Advisors
Florida
$109K +$25.4K +124 +30%
C
785
Covestor
United Kingdom
$104K +$8.8K +43 +9%
HCM
786
Highlander Capital Management
New Jersey
$102K
AA
787
Alta Advisers
United Kingdom
$102K
WOC
788
West Oak Capital
California
$102K
DFA
789
DHJJ Financial Advisors
Illinois
$101K -$205 -1 -0.2%
LWA
790
Lowe Wealth Advisors
Maryland
$101K
HI
791
Harbour Investments
Wisconsin
$99.2K +$24.6K +120 +33%
LWANC
792
Laurel Wealth Advisors (North Carolina)
North Carolina
$98.9K -$2.05K -10 -2%
WTC
793
WhitTier Trust Company
Nevada
$96.3K
PFBT
794
Parkside Financial Bank & Trust
Missouri
$95.3K +$12.5K +61 +15%
UCB
795
United Community Bank
South Carolina
$94K -$1.43K -7 -2%
BSB
796
Bangor Savings Bank
Maine
$92.6K
VNA
797
Valley National Advisers
Pennsylvania
$92K
WB
798
Webster Bank
Connecticut
$91.6K +$50K +244 +120%
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$88.1K -$57.6K -281 -40%
BGAI
800
Bruce G. Allen Investments
Colorado
$85.6K +$1.64K +8 +2%