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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 %
BCMLT
976
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.8K +$2.8K +13 New
RTL
977
Red Tortoise LLC
Georgia
$2.58K
JIP
978
Jaffetilchin Investment Partners
Florida
$2.58K +$2.58K +12 New
TAM
979
Tucker Asset Management
Colorado
$2.37K
SWA
980
SOA Wealth Advisors
New York
$2.37K
FGC
981
Financial Gravity Companies
Texas
$2.37K +$2.37K +11 New
TFA
982
Transamerica Financial Advisors
Florida
$2K -$161K -563 -99%
AW
983
Avion Wealth
Texas
$2K +$333 +2 +20%
TPW
984
Talon Private Wealth
Florida
$1.72K +$1.72K +8 New
TIM
985
Tortoise Investment Management
New York
$1.51K
MHR
986
Matthew Hamilton Rosenberg
$1.29K
TFM
987
TFC Financial Management
Massachusetts
$1.08K
WOC
988
West Oak Capital
California
$1.08K
CA
989
Claris Advisors
Missouri
$1.08K +$1.08K +5 New
RAM
990
Riggs Asset Management
Pennsylvania
$861
RTC
991
Riverview Trust Company
Washington
$860 +$860 +4 New
CA
992
CoreCap Advisors
Michigan
$645 -$1.29K -6 -67%
IAIM
993
International Assets Investment Management
Florida
$594 +$594 +127,728 New
MFS
994
Mattson Financial Services
Michigan
$591
RS
995
Rakuten Securities
Japan
$430
NL
996
NVWM LLC
Pennsylvania
$215
AA
997
Ancora Advisors
Ohio
$215 +$215 +1 New
MFA
998
McClarren Financial Advisors
Pennsylvania
$25 -$16 -78 -40%
CMP
999
Coston McIsaac & Partners
Maine
$13
DWM
1000
Dogwood Wealth Management
Kansas
$3 -$2