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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 %
LNB
801
Ledyard National Bank
$208K +$208K +968 New
SFG
802
Sunburst Financial Group
Alabama
$207K +$207K +965 New
NAS
803
Nicolet Advisory Services
Wisconsin
$207K -$11K -51 -5%
GA
804
Goldstein Advisors
Wisconsin
$207K +$207K +963 New
APP
805
Avantax Planning Partners
Iowa
$205K +$205K +955 New
WCA
806
Westover Capital Advisors
Delaware
$205K +$205K +955 New
PA
807
Parallel Advisors
California
$205K +$29.5K +137 +17%
CT
808
Colonial Trust
South Carolina
$204K +$430 +2 +0.2%
GVAG
809
Great Valley Advisor Group
Delaware
$204K +$204K +952 New
OC
810
Oarsman Capital
Wisconsin
$201K -$20.6K -96 -9%
AA
811
AlphaCentric Advisors
Puerto Rico
$200K -$13.3K -62 -6%
CFM
812
Catalyst Funds Management
Australia
$194K +$194K +900 New
LS
813
Livforsakringsbolaget Skandia
Sweden
$191K +$125K +581 +190%
EDRH
814
Edmond de Rothschild Holding
Switzerland
$190K
TCOV
815
Trust Company of Vermont
Vermont
$184K +$3.44K +16 +2%
VAG
816
VisionPoint Advisory Group
Texas
$176K +$36.6K +170 +26%
QL
817
Quarry LP
New York
$172K +$150K +696 +657%
Capstone Investment Advisors
818
Capstone Investment Advisors
New York
$168K -$154K -714 -48%
TFA
819
Toth Financial Advisory
Virginia
$166K
CA
820
Clearstead Advisors
Ohio
$158K +$58.5K +272 +59%
HDIM
821
Hanson & Doremus Investment Management
Vermont
$151K
NC
822
nVerses Capital
Florida
$151K +$151K +700 New
AssetMark Inc
823
AssetMark Inc
California
$143K +$81.1K +377 +130%
BIG
824
Brooklyn Investment Group
New York
$142K +$142K +662 New
EWA
825
EverSource Wealth Advisors
Alabama
$142K -$861 -4 -0.6%