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Broadridge

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOTS
976
Trust Company of the South
North Carolina
-$201K -975 Closed
AHB
977
Abner Herrman & Brock
New Jersey
-$200K -974 Closed
Walleye Trading
978
Walleye Trading
New York
-$164K -795 Closed
CLOS
979
Compagnie Lombard Odier SCmA
Switzerland
-$72K -350 Closed
GWS
980
Glassman Wealth Services
Virginia
-$68.3K -332 Closed
TSW
981
Thompson Siegel & Walmsley
Virginia
-$51K -249 Closed
DWA
982
Dougherty Wealth Advisers
Minnesota
-$41.4K -201 Closed
AFS
983
Annapolis Financial Services
Maryland
-$41.2K -200 Closed
ETC
984
Exchange Traded Concepts
Oklahoma
-$39.1K -190 Closed
BWM
985
BKM Wealth Management
Wisconsin
-$37.4K -182 Closed
TCWA
986
Turtle Creek Wealth Advisors
Texas
-$21.4K -104 Closed
JWM
987
Janiczek Wealth Management
Colorado
-$11.7K -57 Closed
NMG
988
New Millennium Group
Utah
-$10.5K -51 Closed
GBT
989
Grove Bank & Trust
Florida
-$10.3K -50 Closed
EC
990
EdgeRock Capital
Colorado
-$7.87K -39 Closed
PWA
991
Provenance Wealth Advisors
Florida
-$2.88K -14 Closed
AT
992
Arlington Trust
Alabama
-$1.03K -5 Closed
PCTC
993
Perkins Coie Trust Company
Washington
-$617 -3 Closed
EWM
994
Evermay Wealth Management
Virginia
-$412 -2 Closed
TVAMP
995
Tennessee Valley Asset Management Partners
Tennessee
-$212 -1 Closed
JFGIW
996
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$37