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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 %
PP
976
PrairieView Partners
Minnesota
$11K
SO
977
Sierra Ocean
California
$10.5K +$10.5K +46 New
CCA
978
Criterion Capital Advisors
Tennessee
$10.4K
GJIA
979
Glass Jacobson Investment Advisors
Maryland
$10.2K
S
980
Sachetta
Massachusetts
$9.52K
HCP
981
Hexagon Capital Partners
Arkansas
$9.5K +$5.65K +25 +147%
BIA
982
Bell Investment Advisors
California
$9.27K +$1.36K +6 +17%
CPG
983
Cornerstone Planning Group
New Jersey
$9.1K
FFA
984
Frazier Financial Advisors
Ohio
$8.57K
AGWCA
985
Annis Gardner Whiting Capital Advisors
Florida
$8.17K
PIS
986
POM Investment Strategies
North Carolina
$8.14K +$8.14K +36 New
TFA
987
Transamerica Financial Advisors
Florida
$8K +$6.3K +26 +371%
FFC
988
First Financial Corp
Indiana
$6.78K
SIS
989
Strategic Investment Solutions
Illinois
$6.78K
DF
990
Dunhill Financial
United Kingdom
$6.66K +$1.15K +5 +21%
IHWM
991
Iron Horse Wealth Management
Iowa
$6.1K
CI
992
Clal Insurance
Israel
$6K +$6K +26 New
FPF
993
First Pacific Financial
Washington
$5.88K
FMP
994
Financial Management Professionals
Texas
$5.65K
PA
995
PSI Advisors
Florida
$5.43K +$5.43K +24 New
CAS
996
Coppell Advisory Solutions
Texas
$5.07K
FDCP
997
Foster Dykema Cabot & Partners
Massachusetts
$4.99K
SOW
998
State of Wyoming
Wyoming
$4.75K -$310K -1,373 -98%
HCM
999
Hollencrest Capital Management
California
$4.75K
NFSG
1000
Newbridge Financial Services Group
Florida
$4.52K