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Broadridge

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
826
Jones Financial Companies
Missouri
$51.5K +$4.1K +20 +9%
ADL
827
Asset Dedication LLC
California
$51K -$7.61K -37 -13%
PPWM
828
PFG Private Wealth Management
Florida
$50.4K
BCM
829
Blume Capital Management
California
$46.9K
TC
830
Truvestments Capital
Florida
$42.9K +$204 +1 +0.5%
BSC
831
Brown Shipley & Co
United Kingdom
$42K +$203 +1 +0.5%
SAM
832
Smartleaf Asset Management
Massachusetts
$38.7K +$38.7K +190 New
FWM
833
FSA Wealth Management
Massachusetts
$37.5K
MCM
834
Manchester Capital Management
Vermont
$34.8K +$1.02K +5 +3%
ST
835
Smithfield Trust
Pennsylvania
$34K
NCTC
836
New Covenant Trust Company
Indiana
$33.8K +$33.8K +165 New
SCA
837
Stuart Chaussee & Associates
California
$33.4K
JWA
838
JFS Wealth Advisors
Pennsylvania
$31.8K
LF
839
LifeSteps Financial
California
$31.8K +$31.8K +155 New
SSB
840
Sandy Spring Bank
Maryland
$31.3K
OAJ
841
Ogorek Anthony Joseph
New York
$31K
RCM
842
Raleigh Capital Management
North Carolina
$30.3K +$28.3K +138 +1,380%
OIAM
843
OFI Invest Asset Management
France
$28.1K +$379 +2 +1%
RIL
844
Rothschild Investment LLC
Illinois
$27.5K +$1.64K +8 +6%
GI
845
Gradient Investments
Minnesota
$25.9K -$65.8K -320 -72%
PSB
846
Piscataqua Savings Bank
New Hampshire
$25.6K
QL
847
Quarry LP
New York
$25.4K +$25.4K +124 New
MFA
848
McClarren Financial Advisors
Pennsylvania
$25K +$210 +1 +0.8%
CA
849
Clearstead Advisors
Ohio
$24.5K -$1.58K -8 -6%
VWA
850
Valued Wealth Advisors
Utah
$24.3K