BR icon

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
14.47%
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 %
Norges Bank
1001
Norges Bank
Norway
-$88.1M -447,228 Closed
PFM
1002
Premier Fund Managers
United Kingdom
-$39.8M -200,000 Closed
SW
1003
SVB Wealth
Massachusetts
-$17.1M -86,978 Closed
1C
1004
1623 Capital
Virginia
-$12.1M -61,600 Closed
Holocene Advisors
1005
Holocene Advisors
New York
-$5.57M -28,264 Closed
SPS
1006
Susquehanna Portfolio Strategies
Pennsylvania
-$4.38M -22,245 Closed
TPSF
1007
Texas Permanent School Fund
Texas
-$3.84M -19,479 Closed
LA
1008
LBP AM
France
-$3.07M -15,597 Closed
PFA
1009
Peak Financial Advisors
Colorado
-$2.76M -14,018 Closed
CP
1010
CenterBook Partners
Connecticut
-$2.6M -13,217 Closed
OQS
1011
Occudo Quantitative Strategies
Florida
-$2.05M -10,383 Closed
SWS
1012
SYSTM Wealth Solutions
Illinois
-$1.76M -8,922 Closed
OFG
1013
OmniStar Financial Group
North Carolina
-$666K -3,378 Closed
SP
1014
Symmetry Partners
Connecticut
-$656K -3,329 Closed
FRM
1015
Fox Run Management
Connecticut
-$628K -3,190 Closed
PTP
1016
Platform Technology Partners
New York
-$621K -3,154 Closed
IA
1017
IFG Advisory
Georgia
-$577K -2,931 Closed
N
1018
Natixis
France
-$481K -2,442 Closed
BJL
1019
Brighton Jones LLC
Washington
-$428K -2,173 Closed
CWS
1020
Confluence Wealth Services
Pennsylvania
-$397K -2,013 Closed
MHS
1021
M Holdings Securities
Oregon
-$366K -1,857 Closed
SRL
1022
Scientech Research LLC
New Jersey
-$328K -1,667 Closed
ALAM
1023
Asahi Life Asset Management
Japan
-$328K -1,665 Closed
SCM
1024
Stevens Capital Management
Pennsylvania
-$272K -1,382 Closed
MM
1025
MQS Management
New York
-$269K -1,364 Closed