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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 %
WWP
876
WR Wealth Planners
Missouri
$14.1K +$14.1K +69 New
PWMG
877
Private Wealth Management Group
New Jersey
$14.1K +$4.08K +20 +41%
CA
878
Crewe Advisors
Utah
$13.9K +$13.9K +68 New
FUBT
879
First United Bank & Trust
Maryland
$13.1K
CMP
880
Coston McIsaac & Partners
Maine
$13K
RA
881
Rise Advisors
New York
$12.9K +$12.9K +63 New
PP
882
PrairieView Partners
Minnesota
$11K
CCA
883
Criterion Capital Advisors
Tennessee
$10.9K -$7.17K -35 -40%
FGA
884
Fortis Group Advisors
New Jersey
$10.9K +$10.9K +53 New
CPG
885
Cornerstone Planning Group
New Jersey
$10.7K +$398 +2 +4%
IRC
886
Investors Research Corp
Georgia
$10.7K -$25.4K -124 -70%
VWM
887
Valley Wealth Managers
New Jersey
$10.7K
TSWM
888
Tyler-Stone Wealth Management
Ohio
$10.4K
LI
889
LRI Investments
Florida
$9.83K +$9.83K +48 New
FFO
890
Fortitude Family Office
Arizona
$9.22K
GJIA
891
Glass Jacobson Investment Advisors
Maryland
$9.22K +$2.05K +10 +29%
NSIM
892
North Star Investment Management
Illinois
$7.99K
FFA
893
Frazier Financial Advisors
Ohio
$7.79K
SIC
894
SJS Investment Consulting
Ohio
$7.58K +$3.69K +18 +95%
MRCM
895
M&R Capital Management
New Jersey
$7.58K
LTI
896
Laffer Tengler Investments
Tennessee
$6.76K -$410 -2 -6%
IPW
897
Impact Partnership Wealth
Georgia
$6.35K
FFC
898
First Financial Corp
Indiana
$6.15K +$6.15K +30 New
IHWM
899
Iron Horse Wealth Management
Iowa
$5.53K
VCM
900
Versant Capital Management
Arizona
$5.33K