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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 %
CCMG
776
Clark Capital Management Group
Pennsylvania
$225K -$1.72K -8 -0.8%
MFA
777
Mayflower Financial Advisors
Massachusetts
$225K +$225K +1,046 New
UB
778
UMB Bank
Missouri
$224K +$18.5K +86 +9%
USWIA
779
UP Strategic Wealth Investment Advisors
Pennsylvania
$223K +$223K +1,037 New
JWCA
780
J.W. Cole Advisors
Florida
$222K +$222K +1,031 New
FP
781
Fiduciary Planning
Florida
$222K -$3.44K -16 -2%
JCM
782
Jacobsen Capital Management
Utah
$220K -$32K -149 -13%
ACM
783
Allred Capital Management
Texas
$220K -$215 -1 -0.1%
RFN
784
RDA Financial Network
Iowa
$218K -$5.38K -25 -2%
TWM
785
Tradition Wealth Management
Minnesota
$217K +$217K +1,011 New
PP
786
Patron Partners
Texas
$217K -$8.17K -38 -4%
MIM
787
Moseley Investment Management
Florida
$217K +$217K +1,010 New
GFG
788
Goldstone Financial Group
Illinois
$217K +$217K +1,008 New
GL
789
Graypoint LLC
New York
$216K +$216K +1,006 New
RWA
790
River Wealth Advisors
Pennsylvania
$216K +$216K +1,005 New
CPIG
791
Chicago Partners Investment Group
Illinois
$216K +$216K +996 New
CSI
792
Cross Staff Investments
New York
$215K +$215K +1,000 New
JE
793
JMAC Enterprises
Pennsylvania
$215K +$215K +1,000 New
BPFA
794
Barnes Pettey Financial Advisors
Mississippi
$215K +$215K +1,000 New
BBHC
795
Brown Brothers Harriman & Co
New York
$215K +$70.7K +329 +49%
RB
796
Renasant Bank
Mississippi
$215K +$215K +998 New
DADC
797
D.A. Davidson & Co
Montana
$212K +$212K +987 New
PCIA
798
Prime Capital Investment Advisors
Kansas
$210K +$210K +978 New
CCA
799
Cadent Capital Advisors
Oklahoma
$210K -$68.8K -320 -25%
CP
800
Covenant Partners
Tennessee
$209K +$209K +973 New