BR icon

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 %
USB
851
Union Savings Bank
Connecticut
$140K
CSWM
852
Cassady Schiller Wealth Management
Ohio
$138K +$2.26K +10 +2%
OC
853
Oarsman Capital
Wisconsin
$136K -$75.7K -335 -36%
KSB
854
Kennebec Savings Bank
Maine
$135K
ETC
855
Exchange Traded Concepts
Oklahoma
$132K -$11.8K -52 -8%
HI
856
Harbour Investments
Wisconsin
$130K +$21.5K +95 +20%
AAG
857
Armstrong Advisory Group
Massachusetts
$129K
C
858
Covestor
United Kingdom
$127K +$7.5K +33 +6%
QC
859
Quent Capital
New York
$125K +$7.91K +35 +7%
MPWT
860
MassMutual Private Wealth & Trust
Connecticut
$119K +$12.9K +57 +12%
KIM
861
Kestra Investment Management
Texas
$115K +$115K +508 New
BOTPPF
862
Board of the Pension Protection Fund
United Kingdom
$113K +$113K +500 New
DFA
863
DHJJ Financial Advisors
Illinois
$111K
LWA
864
Lowe Wealth Advisors
Maryland
$111K
LWANC
865
Laurel Wealth Advisors (North Carolina)
North Carolina
$106K
CCM
866
Chilton Capital Management
Texas
$103K
BSB
867
Bangor Savings Bank
Maine
$102K
UCB
868
United Community Bank
South Carolina
$102K -$1.13K -5 -1%
SIM
869
Sentry Investment Management
Wisconsin
$99K -$16.2K -72 -14%
Acadian Asset Management
870
Acadian Asset Management
Massachusetts
$99K
WB
871
Webster Bank
Connecticut
$96.8K
LC
872
Lindbrook Capital
California
$96.3K +$2.04K +9 +2%
DJSG
873
D.J. St. Germain
Massachusetts
$95.4K
PFBT
874
Parkside Financial Bank & Trust
Missouri
$94.5K +$2.94K +13 +3%
CP
875
Canopy Partners
Ohio
$93.8K +$3.17K +14 +3%