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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 %
VWA
901
Valued Wealth Advisors
Utah
$25.3K -$216 -1 -0.8%
CWP
902
Concord Wealth Partners
Virginia
$23.9K +$23.9K +111 New
OC
903
Oakworth Capital
Alabama
$23.4K
SL
904
Salomon & Ludwin
Virginia
$23K +$11.4K +53 +98%
Lazard Asset Management
905
Lazard Asset Management
New York
$23K
CT
906
Clearstead Trust
Maine
$22.8K
HT
907
Headlands Technologies
Illinois
$22.8K +$22.8K +106 New
CA
908
Continuum Advisory
Idaho
$22.1K -$455 -2 -2%
WWM
909
Wolff Wiese Magana
California
$21.5K
BWP
910
Baldwin Wealth Partners
Massachusetts
$20.9K +$19.2K +89 +1,113%
IBOK
911
Independence Bank of Kentucky
Kentucky
$20.4K
Walleye Trading
912
Walleye Trading
New York
$20.2K +$20.2K +94 New
AWM
913
Atticus Wealth Management
Florida
$19.4K -$1.08K -5 -5%
CA
914
Centerpoint Advisors
Massachusetts
$19K -$4.06K -19 -18%
CAL
915
Capital Analysts LLC
Pennsylvania
$19K
SS
916
Sunbelt Securities
Texas
$17.6K
FMII
917
Farmers & Merchants Investments Inc
Nebraska
$17.4K
CFO
918
CVA Family Office
Colorado
$17.2K -$645 -3 -4%
FFA
919
Fairfield Financial Advisors
Massachusetts
$17.2K
WWP
920
WR Wealth Planners
Missouri
$17.2K +$1.29K +6 +8%
HWM
921
Hemington Wealth Management
Virginia
$17K +$17K +82 New
NBT
922
Northwest Bank & Trust
Iowa
$16.8K
ATS
923
Ashton Thomas Securities
New York
$16.8K +$16.8K +78 New
NAAA
924
New Age Alpha Advisors
New York
$16.6K +$16.6K +77 New
SIC
925
Salem Investment Counselors
North Carolina
$16.2K