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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 %
AF
851
Advisornet Financial
Minnesota
$91K +$86K +400 +1,739%
DJSG
852
D.J. St. Germain
Massachusetts
$90.7K
LC
853
Lindbrook Capital
California
$89.7K +$4.09K +19 +5%
PFBT
854
Parkside Financial Bank & Trust
Missouri
$87.1K -$13.3K -62 -13%
CP
855
Canopy Partners
Ohio
$86.2K +$86.2K +401 New
CAL
856
Capital Advisors Ltd
Ohio
$84K
FCAS
857
First Command Advisory Services
Texas
$83.9K
APC
858
Aspire Private Capital
North Carolina
$83.4K
MWM
859
Mascoma Wealth Management
New Hampshire
$78.7K
PB
860
Pinnacle Bancorp
Nebraska
$76.1K
HIA
861
Harbor Investment Advisory
Maryland
$75.3K
CH
862
Cromwell Holdings
Wyoming
$74.1K
HFM
863
Harvest Fund Management
China
$72K +$6.02K +28 +9%
FPB
864
First PREMIER Bank
South Dakota
$71K
TWC
865
TD Waterhouse Canada
Ontario, Canada
$68.7K
HPC
866
HM Payson & Co
Maine
$66.9K -$430 -2 -0.6%
BF
867
BOK Financial
Oklahoma
$66.7K
MA
868
Montag & Associates
Georgia
$64.8K
ABWM
869
Alpine Bank Wealth Management
Colorado
$64.5K +$64.5K +300 New
GM
870
GeoWealth Management
Illinois
$63.9K -$39.6K -184 -38%
MCM
871
MV Capital Management
Maryland
$63.6K -$215 -1 -0.3%
RBC
872
Roble Belko & Company
Pennsylvania
$63K
HWM
873
HighMark Wealth Management
Minnesota
$54.9K +$215 +1 +0.4%
PPWM
874
PFG Private Wealth Management
Florida
$52.9K
FCM
875
Fourpath Capital Management
Oklahoma
$50.5K +$50.5K +235 New