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Broadridge

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CMP
851
Coston McIsaac & Partners
Maine
$12K
VCM
852
Versant Capital Management
Arizona
$11.4K +$6.3K +32 +123%
SL
853
Salomon & Ludwin
Virginia
$10.6K -$7.88K -40 -43%
CCA
854
Criterion Capital Advisors
Tennessee
$10.4K
FGA
855
Fortis Group Advisors
New Jersey
$10.4K
IRC
856
Investors Research Corp
Georgia
$10.2K
VWM
857
Valley Wealth Managers
New Jersey
$10.2K
TSWM
858
Tyler-Stone Wealth Management
Ohio
$10K
NMG
859
New Millennium Group
Utah
$10K +$10K +51 New
RWM
860
Ruedi Wealth Management
Illinois
$9.65K +$9.65K +49 New
CPG
861
Cornerstone Planning Group
New Jersey
$9.59K -$1.67K -8 -15%
LI
862
LRI Investments
Florida
$9.46K
FW
863
Fairway Wealth
Ohio
$9.26K +$9.26K +47 New
GI
864
Gradient Investments
Minnesota
$9.06K -$15.8K -80 -63%
S
865
Sachetta
Massachusetts
$9.05K +$7.54K +35 +500%
PP
866
PrairieView Partners
Minnesota
$9K
GJIA
867
Glass Jacobson Investment Advisors
Maryland
$8.87K
FFO
868
Fortitude Family Office
Arizona
$8.87K
NSIM
869
North Star Investment Management
Illinois
$7.68K
FFA
870
Frazier Financial Advisors
Ohio
$7.49K
MRCM
871
M&R Capital Management
New Jersey
$7.29K
SOW
872
State of Wyoming
Wyoming
$7.09K -$57.9K -294 -89%
SIC
873
SJS Investment Consulting
Ohio
$6.9K -$394 -2 -5%
LTI
874
Laffer Tengler Investments
Tennessee
$6.5K
BIA
875
Bell Investment Advisors
California
$6.5K +$1.97K +10 +43%