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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 %
FFC
876
First Financial Corp
Indiana
$5.91K
IHWM
877
Iron Horse Wealth Management
Iowa
$5.32K
GJWM
878
Gilliland Jeter Wealth Management
Arkansas
$5.12K +$5.12K +26 New
Citadel Advisors
879
Citadel Advisors
Florida
$4.93K -$8.69M -44,111 -100%
BWL
880
Bogart Wealth LLC
Virginia
$4.93K
FPF
881
First Pacific Financial
Washington
$4.93K +$1.18K +6 +32%
PA
882
Pineridge Advisors
Missouri
$4.73K +$4.73K +24 New
SIS
883
Strategic Investment Solutions
Illinois
$4.59K +$4.59K +30 New
AF
884
Advisornet Financial
Minnesota
$4.53K +$591 +3 +15%
CAS
885
Coppell Advisory Solutions
Texas
$4.39K +$4.39K +22 New
CSB
886
City State Bank
Iowa
$4.14K
FMP
887
Financial Management Professionals
Texas
$4K +$571 +3 +17%
RFG
888
RFP Financial Group
Georgia
$3.94K
NFSG
889
Newbridge Financial Services Group
Florida
$3.94K +$3.94K +20 New
ME
890
McIlrath & Eck
Washington
$3.55K -$13.8K -70 -80%
AWM
891
Abound Wealth Management
Tennessee
$3.55K -$394 -2 -10%
PCWA
892
Pacific Capital Wealth Advisors
California
$3.55K +$3.55K +18 New
DPW
893
DiNuzzo Private Wealth
Pennsylvania
$3.35K +$197 +1 +6%
RCM
894
Raleigh Capital Management
North Carolina
$2.96K -$26.2K -133 -90%
VF
895
VitalStone Financial
Texas
$2.96K +$197 +1 +7%
EWP
896
Elevation Wealth Partners
California
$2.76K +$2.76K +14 New
JGIA
897
Jackson Grant Investment Advisers
Connecticut
$2.56K
RTL
898
Red Tortoise LLC
Georgia
$2.36K
DF
899
Dunhill Financial
United Kingdom
$2.21K +$402 +2 +22%
SWA
900
SOA Wealth Advisors
New York
$2.17K -$394 -2 -15%