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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 %
FFC
951
First Financial Corp
Indiana
$6.45K
SIS
952
Strategic Investment Solutions
Illinois
$6.45K
VCM
953
Versant Capital Management
Arizona
$5.81K -$6.67K -31 -53%
IHWM
954
Iron Horse Wealth Management
Iowa
$5.81K
GJWM
955
Gilliland Jeter Wealth Management
Arkansas
$5.59K
FPF
956
First Pacific Financial
Washington
$5.59K +$215 +1 +4%
DF
957
Dunhill Financial
United Kingdom
$5.11K +$2.77K +13 +118%
FMP
958
Financial Management Professionals
Texas
$5K +$800 +4 +19%
FDCP
959
Foster Dykema Cabot & Partners
Massachusetts
$4.75K +$4.75K +22 New
CAS
960
Coppell Advisory Solutions
Texas
$4.74K
CSB
961
City State Bank
Iowa
$4.52K
HCM
962
Hollencrest Capital Management
California
$4.52K +$4.52K +21 New
NFSG
963
Newbridge Financial Services Group
Florida
$4.3K
ME
964
McIlrath & Eck
Washington
$3.87K
AWM
965
Abound Wealth Management
Tennessee
$3.87K
RCM
966
Raleigh Capital Management
North Carolina
$3.87K +$645 +3 +20%
CMBA
967
C.M. Bidwell & Associates
Hawaii
$3.87K +$3.87K +18 New
SIC
968
SJS Investment Consulting
Ohio
$3.66K -$3.87K -18 -51%
DPW
969
DiNuzzo Private Wealth
Pennsylvania
$3.66K
GCM
970
Gables Capital Management
Florida
$3.66K +$3.66K +17 New
HCP
971
Hexagon Capital Partners
Arkansas
$3.66K +$3.66K +17 New
LI
972
LRI Investments
Florida
$3.64K -$7.28K -32 -67%
AA
973
Addison Advisors
Vermont
$3.01K +$3.01K +14 New
VF
974
VitalStone Financial
Texas
$3.01K -$215 -1 -7%
JGIA
975
Jackson Grant Investment Advisers
Connecticut
$2.8K