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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 %
SWP
826
Sagespring Wealth Partners
Tennessee
$212K +$212K +938 New
CSP
827
Cary Street Partners
Virginia
$212K +$212K +937 New
WCA
828
Westover Capital Advisors
Delaware
$211K -$4.52K -20 -2%
TFA
829
Trinity Financial Advisors
Ohio
$210K +$210K +924 New
BF
830
Brogan Financial
Tennessee
$209K +$209K +924 New
FFA
831
Fragasso Financial Advisors
Pennsylvania
$208K +$208K +922 New
CAG
832
Crestwood Advisors Group
Massachusetts
$206K +$206K +910 New
AA
833
AlphaCentric Advisors
Puerto Rico
$204K -$5.43K -24 -3%
NAM
834
NTV Asset Management
West Virginia
$203K +$203K +900 New
FPCP
835
Fort Point Capital Partners
California
$200K +$200K +885 New
EDRH
836
Edmond de Rothschild Holding
Switzerland
$199K
TCOV
837
Trust Company of Vermont
Vermont
$193K
VAG
838
VisionPoint Advisory Group
Texas
$193K +$7.03K +31 +4%
PCM
839
Penserra Capital Management
California
$189K +$63.7K +283 +51%
LS
840
Livforsakringsbolaget Skandia
Sweden
$178K -$22.7K -100 -11%
TFA
841
Toth Financial Advisory
Virginia
$174K
EWA
842
EverSource Wealth Advisors
Alabama
$163K +$14.5K +64 +10%
WTC
843
WhitTier Trust Company
Nevada
$161K +$20.8K +92 +15%
SAM
844
Smartleaf Asset Management
Massachusetts
$157K +$43.3K +192 +38%
QL
845
Quarry LP
New York
$151K -$29.8K -132 -16%
BIG
846
Brooklyn Investment Group
New York
$150K +$678 +3 +0.5%
BCWM
847
Bartlett & Co Wealth Management
Ohio
$148K
SAM
848
S.A. Mason
Michigan
$147K
FA
849
Fedenia Advisers
Wisconsin
$146K +$146K +645 New
CA
850
Clearstead Advisors
Ohio
$144K -$22.8K -101 -14%