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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 %
HCM
776
Hudson Capital Management
New Jersey
$249K
TBT
777
Texas Bank & Trust
Texas
$249K +$249K +1,100 New
FTWA
778
Fifth Third Wealth Advisors
Ohio
$248K +$4.52K +20 +2%
UB
779
UMB Bank
Missouri
$248K +$12.9K +57 +5%
First Manhattan
780
First Manhattan
New York
$246K
CICI
781
Capital Investment Counsel Inc
North Carolina
$244K -$62.2K -275 -20%
APA
782
Astoria Portfolio Advisors
New York
$242K -$4.32K -19 -2%
PBC
783
Pavion Blue Capital
California
$238K
SFA
784
Sequoia Financial Advisors
Ohio
$238K +$238K +1,052 New
CCMG
785
Clark Capital Management Group
Pennsylvania
$237K +$226 +1 +0.1%
AWM
786
Aprio Wealth Management
Georgia
$236K +$236K +1,046 New
MFA
787
Mayflower Financial Advisors
Massachusetts
$236K -$226 -1 -0.1%
AWM
788
AE Wealth Management
Kansas
$235K +$235K +1,041 New
FP
789
Fiduciary Planning
Florida
$234K +$678 +3 +0.3%
SWM
790
SeaCrest Wealth Management
New York
$234K +$234K +1,034 New
LSAG
791
Lake Street Advisors Group
New Hampshire
$233K +$233K +1,026 New
JWCA
792
J.W. Cole Advisors
Florida
$233K -$226 -1 -0.1%
AMIM
793
Aull & Monroe Investment Management
Alabama
$232K -$39.6K -175 -15%
JCM
794
Jacobsen Capital Management
Utah
$232K
ACM
795
Allred Capital Management
Texas
$231K -$226 -1 -0.1%
LAM
796
Longboard Asset Management
Arizona
$231K +$231K +1,022 New
PP
797
Patron Partners
Texas
$229K
SFG
798
Sunburst Financial Group
Alabama
$229K +$10.4K +46 +5%
MIM
799
Moseley Investment Management
Florida
$228K
GL
800
Graypoint LLC
New York
$227K