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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 %
MWM
851
Mascoma Wealth Management
New Hampshire
$22.7K
OC
852
Oakworth Capital
Alabama
$22.3K -$21.5K -105 -49%
CA
853
Centerpoint Advisors
Massachusetts
$22K
CT
854
Clearstead Trust
Maine
$21.7K
LFG
855
Larson Financial Group
Missouri
$21.7K -$2.25K -11 -9%
WIA
856
Wetzel Investment Advisors
Indiana
$21.7K -$581 -3 -3%
CW
857
Connectus Wealth
Ohio
$21.6K -$162 -659 -0.7%
NC
858
nVerses Capital
Florida
$20.5K +$20.5K +100 New
HCM
859
Hollencrest Capital Management
California
$20.5K +$20.5K +100 New
OLVIG
860
Oliver Lagore Vanvalin Investment Group
Michigan
$19.9K
IBOK
861
Independence Bank of Kentucky
Kentucky
$19.5K
AWM
862
Atticus Wealth Management
Florida
$19.5K
SL
863
Salomon & Ludwin
Virginia
$19.3K +$8.19K +40 +74%
CA
864
Continuum Advisory
Idaho
$18.7K -$325K -1,684 -95%
OP
865
ORG Partners
Indiana
$18.7K -$209K -1,027 -92%
SS
866
Sunbelt Securities
Texas
$18.5K
ME
867
McIlrath & Eck
Washington
$18K +$14.3K +70 +389%
CAL
868
Capital Analysts LLC
Pennsylvania
$18K
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$16.6K
CFO
870
CVA Family Office
Colorado
$16.4K
WBC
871
West Branch Capital
Massachusetts
$15.8K
SIC
872
Salem Investment Counselors
North Carolina
$15.4K
AGWCA
873
Annis Gardner Whiting Capital Advisors
Florida
$15.4K +$4.93K +24 +47%
NBT
874
Northwest Bank & Trust
Iowa
$15.1K
POIA
875
Pin Oak Investment Advisors
Texas
$15K +$15K +72 New