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Broadridge

1,039 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 336 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+39
Holders Change %
+3.9%
% of All Funds
13.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
130
Increased
387
Reduced
336
Closed
77
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NBT
951
Northwest Bank & Trust
Iowa
$18.4K
FMII
952
Farmers & Merchants Investments Inc
Nebraska
$18.3K
FFA
953
Fairfield Financial Advisors
Massachusetts
$18.1K
WWP
954
WR Wealth Planners
Missouri
$18.1K
STB
955
S&T Bank
Pennsylvania
$16.5K +$16.5K +73 New
GK
956
Graney & King
New York
$15.8K +$15.8K +70 New
TFIPS
957
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.8K +$15.8K +70 New
PWMG
958
Private Wealth Management Group
New Jersey
$15.6K
GFPC
959
Global Financial Private Client
Florida
$15.4K +$904 +4 +6%
POIA
960
Pin Oak Investment Advisors
Texas
$15K
RA
961
Rise Advisors
New York
$14.9K +$451 +2 +3%
CMP
962
Coston McIsaac & Partners
Maine
$14K
RFG
963
REAP Financial Group
Texas
$13.8K +$13.8K +61 New
FUBT
964
First United Bank & Trust
Maryland
$13.6K -$904 -4 -6%
BOJHT
965
Bank of Jackson Hole Trust
Wyoming
$13.1K +$13.1K +58 New
RWS
966
Retirement Wealth Solutions
Wisconsin
$12.8K +$12.8K +58 New
NSIM
967
North Star Investment Management
Illinois
$12.4K +$3.62K +16 +41%
CA
968
CoreCap Advisors
Michigan
$12.2K +$11.5K +51 +1,700%
FGA
969
Fortis Group Advisors
New Jersey
$12K
VWM
970
Valley Wealth Managers
New Jersey
$11.8K
IRC
971
Investors Research Corp
Georgia
$11.8K
NMG
972
New Millennium Group
Utah
$11.5K
CFD
973
Creative Financial Designs
Indiana
$11.5K +$1.81K +8 +19%
CIAM
974
Caitong International Asset Management
Hong Kong
$11.5K +$11.5K +51 New
WBC
975
West Branch Capital
Massachusetts
$11.3K