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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 %
BCWM
826
Bartlett & Co Wealth Management
Ohio
$141K
SAM
827
S.A. Mason
Michigan
$140K
ETC
828
Exchange Traded Concepts
Oklahoma
$137K +$137K +635 New
WTC
829
WhitTier Trust Company
Nevada
$134K +$64.5K +300 +93%
USB
830
Union Savings Bank
Connecticut
$133K
CSWM
831
Cassady Schiller Wealth Management
Ohio
$129K
KSB
832
Kennebec Savings Bank
Maine
$129K +$129K +600 New
AAG
833
Armstrong Advisory Group
Massachusetts
$123K
PCM
834
Penserra Capital Management
California
$118K +$1.27K +6 +1%
C
835
Covestor
United Kingdom
$113K -$6.45K -30 -5%
QC
836
Quent Capital
New York
$111K -$5.13K -24 -4%
SIM
837
Sentry Investment Management
Wisconsin
$110K
AA
838
Alta Advisers
United Kingdom
$108K
SAM
839
Smartleaf Asset Management
Massachusetts
$107K +$54.5K +257 +103%
DFA
840
DHJJ Financial Advisors
Illinois
$106K
LWA
841
Lowe Wealth Advisors
Maryland
$106K
HI
842
Harbour Investments
Wisconsin
$103K +$5.38K +25 +6%
FNWA
843
Financial Network Wealth Advisors
Utah
$102K -$4.09K -19 -4%
MPWT
844
MassMutual Private Wealth & Trust
Connecticut
$101K +$2.8K +13 +3%
LWANC
845
Laurel Wealth Advisors (North Carolina)
North Carolina
$101K -$3.23K -15 -3%
CCM
846
Chilton Capital Management
Texas
$98.1K -$30.1K -140 -23%
UCB
847
United Community Bank
South Carolina
$97.6K +$1.08K +5 +1%
BSB
848
Bangor Savings Bank
Maine
$97.2K
Acadian Asset Management
849
Acadian Asset Management
Massachusetts
$94K -$102K -477 -52%
WB
850
Webster Bank
Connecticut
$92K -$4.09K -19 -4%