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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
14.47%
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 %
WS
1026
Wedbush Securities
California
-$240K -1,217 Closed
WP
1027
Woodline Partners
California
-$210K -1,068 Closed
MWM
1028
Maripau Wealth Management
Indiana
-$203K -1,027 Closed
EFS
1029
Essex Financial Services
Connecticut
-$209K -965 Closed
OWA
1030
Opal Wealth Advisors
New York
-$96.7K -491 Closed
VNA
1031
Valley National Advisers
Pennsylvania
-$89K -453 Closed
CA
1032
Crewe Advisors
Utah
-$50K -254 Closed
TWP
1033
Triad Wealth Partners
Kansas
-$43.7K -222 Closed
TFF
1034
The Family Firm
Maryland
-$36.5K -185 Closed
EC
1035
EdgeRock Capital
Colorado
-$31.7K -161 Closed
RWMG
1036
Redwood Wealth Management Group
New Jersey
-$25.8K -131 Closed
WIA
1037
Wetzel Investment Advisors
Indiana
-$23K -112 Closed
TSWM
1038
Tyler-Stone Wealth Management
Ohio
-$10K -51 Closed
RWM
1039
Ruedi Wealth Management
Illinois
-$9.65K -49 Closed
FW
1040
Fairway Wealth
Ohio
-$9.26K -47 Closed
GI
1041
Gradient Investments
Minnesota
-$9.06K -46 Closed
LTI
1042
Laffer Tengler Investments
Tennessee
-$6.5K -33 Closed
PA
1043
Pineridge Advisors
Missouri
-$4.73K -24 Closed
RFG
1044
RFP Financial Group
Georgia
-$3.94K -20 Closed
PCWA
1045
Pacific Capital Wealth Advisors
California
-$3.55K -18 Closed
EWP
1046
Elevation Wealth Partners
California
-$2.76K -14 Closed
WPA
1047
West Paces Advisors
Georgia
-$2.17K -11 Closed