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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 %
UCB
776
United Community Bank
South Carolina
$88.5K -$1.97K -10 -2%
WB
777
Webster Bank
Connecticut
$88.1K
DJSG
778
D.J. St. Germain
Massachusetts
$83.1K +$5.71K +29 +7%
BGAI
779
Bruce G. Allen Investments
Colorado
$79.4K -$2.96K -15 -4%
LC
780
Lindbrook Capital
California
$78.4K +$6.5K +33 +9%
CAL
781
Capital Advisors Ltd
Ohio
$77K -$1.18K -6 -2%
FCAS
782
First Command Advisory Services
Texas
$76.8K -$3.35K -17 -4%
APC
783
Aspire Private Capital
North Carolina
$76.4K
FRA
784
Front Row Advisors
California
$73.8K -$396 -2 -0.5%
MWM
785
Mascoma Wealth Management
New Hampshire
$72.1K +$50.2K +255 +230%
PB
786
Pinnacle Bancorp
Nebraska
$69.7K
LFA
787
LGT Financial Advisors
Texas
$69.5K -$79.5K -404 -53%
HIA
788
Harbor Investment Advisory
Maryland
$69K
ADL
789
Asset Dedication LLC
California
$68.2K +$19.3K +98 +40%
CH
790
Cromwell Holdings
Wyoming
$67.8K +$67.8K +343 New
FPB
791
First PREMIER Bank
South Dakota
$65K
WTC
792
WhitTier Trust Company
Nevada
$63.2K -$29.4K -149 -32%
TWC
793
TD Waterhouse Canada
Ontario, Canada
$62.9K -$13.9K -71 -18%
HPC
794
HM Payson & Co
Maine
$61.7K -$9.85K -50 -14%
BF
795
BOK Financial
Oklahoma
$61.1K -$14.2K -72 -19%
LS
796
Livforsakringsbolaget Skandia
Sweden
$60.3K
HFM
797
Harvest Fund Management
China
$60K -$181K -925 -75%
MA
798
Montag & Associates
Georgia
$59.3K
MCM
799
MV Capital Management
Maryland
$58.5K +$591 +3 +1%
RBC
800
Roble Belko & Company
Pennsylvania
$58K