BR icon

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 %
WPA
901
West Paces Advisors
Georgia
$2.17K
TAM
902
Tucker Asset Management
Colorado
$2.17K +$2.17K +11 New
CA
903
CoreCap Advisors
Michigan
$1.77K +$1.18K +6 +200%
UWS
904
Unique Wealth Strategies
Illinois
$1.64K +$1.64K +8 New
BWP
905
Baldwin Wealth Partners
Massachusetts
$1.58K +$1.58K +8 New
TIM
906
Tortoise Investment Management
New York
$1.38K
TWD
907
True Wealth Design
Ohio
$1.38K +$394 +2 +40%
MHR
908
Matthew Hamilton Rosenberg
$1.18K
AW
909
Avion Wealth
Texas
$1K +$800 +8 +400%
TFM
910
TFC Financial Management
Massachusetts
$985
RAM
911
Riggs Asset Management
Pennsylvania
$788 +$591 +3 +300%
FGAM
912
Financial Gravity Asset Management
Texas
$591 -$4.33K -22 -88%
MFS
913
Mattson Financial Services
Michigan
$591 +$591 +3 New
ECM
914
Everence Capital Management
Indiana
$502
RS
915
Rakuten Securities
Japan
$394
FHC
916
First Heartland Consultants
Missouri
$385 +$39 +200 +11%
NL
917
NVWM LLC
Pennsylvania
$198
DWM
918
Dogwood Wealth Management
Kansas
$2 -$2
Fidelity International
919
Fidelity International
Bermuda
-$9.31M -45,461 Closed
BWP
920
Barlow Wealth Partners
Kentucky
-$6.98M -35,108 Closed
AIG
921
American International Group
New York
-$6.61M -32,274 Closed
GCM
922
Graham Capital Management
Connecticut
-$6.15M -30,021 Closed
Connor, Clark & Lunn Investment Management (CC&L)
923
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.37M -11,562 Closed
FIM
924
Fruth Investment Management
Texas
-$2.29M -11,155 Closed
A
925
AlphaQuest
New York
-$1.71M -8,342 Closed