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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 %
IAS
926
IMA Advisory Services
Colorado
$15.8K +$15.8K +73 New
POIA
927
Pin Oak Investment Advisors
Texas
$15K
PWMG
928
Private Wealth Management Group
New Jersey
$14.8K
FUBT
929
First United Bank & Trust
Maryland
$13.8K
GFPC
930
Global Financial Private Client
Florida
$13.8K +$13.8K +64 New
RA
931
Rise Advisors
New York
$13.7K +$213 +1 +2%
FGA
932
Fortis Group Advisors
New Jersey
$11.4K
VWM
933
Valley Wealth Managers
New Jersey
$11.2K
IRC
934
Investors Research Corp
Georgia
$11.2K
NMG
935
New Millennium Group
Utah
$11K
WBC
936
West Branch Capital
Massachusetts
$10.8K -$5.81K -27 -35%
CCA
937
Criterion Capital Advisors
Tennessee
$10.4K
PP
938
PrairieView Partners
Minnesota
$10K
GJIA
939
Glass Jacobson Investment Advisors
Maryland
$9.68K
FFO
940
Fortitude Family Office
Arizona
$9.68K
BAM
941
Byrne Asset Management
New Jersey
$9.68K +$9.68K +45 New
CFD
942
Creative Financial Designs
Indiana
$9.25K +$9.25K +43 New
S
943
Sachetta
Massachusetts
$9.05K
NSIM
944
North Star Investment Management
Illinois
$8.39K
FFA
945
Frazier Financial Advisors
Ohio
$8.17K
CPG
946
Cornerstone Planning Group
New Jersey
$8.08K -$1.7K -8 -17%
MRCM
947
M&R Capital Management
New Jersey
$7.96K
AGWCA
948
Annis Gardner Whiting Capital Advisors
Florida
$7.8K -$7.37K -34 -49%
BIA
949
Bell Investment Advisors
California
$7.53K +$430 +2 +6%
CPA
950
Capital Performance Advisors
California
$6.88K +$6.88K +32 New