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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 %
AssetMark Inc
801
AssetMark Inc
California
$57.1K +$7.49K +38 +15%
HWM
802
HighMark Wealth Management
Minnesota
$50.1K +$197 +1 +0.4%
CA
803
Crewe Advisors
Utah
$50K +$36.6K +186 +274%
SAM
804
Smartleaf Asset Management
Massachusetts
$49.6K +$11.8K +59 +31%
PPWM
805
PFG Private Wealth Management
Florida
$48.5K
BCM
806
Blume Capital Management
California
$45.1K
TWP
807
Triad Wealth Partners
Kansas
$43.7K +$43.7K +222 New
CIA
808
Cape Investment Advisory
Georgia
$42.6K -$9.85K -50 -19%
AWM
809
Avior Wealth Management
Nebraska
$41.8K -$99.5K -505 -70%
ACM
810
Anfield Capital Management
California
$38.6K +$38.6K +196 New
GWM
811
Geneos Wealth Management
Colorado
$37.5K -$20K -102 -35%
TFF
812
The Family Firm
Maryland
$36.5K +$36.5K +185 New
ST
813
Smithfield Trust
Pennsylvania
$34K
MCM
814
Manchester Capital Management
Vermont
$33.1K -$394 -2 -1%
SSB
815
Sandy Spring Bank
Maryland
$32.3K +$2.17K +11 +7%
SCA
816
Stuart Chaussee & Associates
California
$32.1K
RIL
817
Rothschild Investment LLC
Illinois
$31.9K +$5.52K +28 +21%
EC
818
EdgeRock Capital
Colorado
$31.7K +$31.7K +161 New
OIAM
819
OFI Invest Asset Management
France
$30.7K +$3.49K +19 +13%
JWA
820
JFS Wealth Advisors
Pennsylvania
$30.6K
OAJ
821
Ogorek Anthony Joseph
New York
$30K
RWMG
822
Redwood Wealth Management Group
New Jersey
$25.8K +$25.8K +131 New
PSB
823
Piscataqua Savings Bank
New Hampshire
$24.6K
VWA
824
Valued Wealth Advisors
Utah
$23.4K
MFA
825
McClarren Financial Advisors
Pennsylvania
$23K +$9.11K +78 +66%