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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 %
CRC
951
Curi RMB Capital
Illinois
-$313K -1,528 Closed
SPC
952
Sigma Planning Corp
Michigan
-$311K -1,515 Closed
EWM
953
Evercore Wealth Management
New York
-$293K -1,432 Closed
HT
954
Headlands Technologies
Illinois
-$260K -1,269 Closed
XT
955
XTX Topco
Cayman Islands
-$257K -1,255 Closed
TA
956
TrueWealth Advisors
Alabama
-$253K -1,236 Closed
BCM
957
Brookstone Capital Management
Illinois
-$253K -1,234 Closed
RWA
958
River Wealth Advisors
Pennsylvania
-$249K -1,215 Closed
TC
959
TwinBeech Capital
New York
-$227K -1,106 Closed
CAM
960
Claret Asset Management
Quebec, Canada
-$225K -1,100 Closed
IC
961
Inscription Capital
Texas
-$225K -1,100 Closed
CAS
962
CTC Alternative Strategies
Illinois
-$225K -1,098 Closed
CBFP
963
Cedar Brook Financial Partners
Ohio
-$221K -1,081 Closed
PCIA
964
Prime Capital Investment Advisors
Kansas
-$219K -1,071 Closed
Verition Fund Management
965
Verition Fund Management
Connecticut
-$218K -1,062 Closed
OTL
966
Oak Thistle LLC
New York
-$216K -1,053 Closed
MIM
967
Moseley Investment Management
Florida
-$207K -1,010 Closed
LNB
968
Ledyard National Bank
-$206K -1,008 Closed
TWM
969
Tradition Wealth Management
Minnesota
-$206K -1,006 Closed
BPFA
970
Barnes Pettey Financial Advisors
Mississippi
-$205K -1,000 Closed
CSI
971
Cross Staff Investments
New York
-$205K -1,000 Closed
JE
972
JMAC Enterprises
Pennsylvania
-$205K -1,000 Closed
BL
973
Balentine LLC
Georgia
-$203K -993 Closed
SF
974
Symphony Financial
Texas
-$201K -983 Closed
BFM
975
Boothbay Fund Management
New York
-$201K -982 Closed