BR icon

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 %
WA
1026
Whipplewood Advisors
Colorado
$1.13K +$1.13K +5 New
RTC
1027
Riverview Trust Company
Washington
$904
RAM
1028
Riggs Asset Management
Pennsylvania
$902
CAWM
1029
Capital A Wealth Management
Pennsylvania
$678 +$678 +3 New
PWM
1030
Parkworth Wealth Management
California
$678 +$678 +3 New
WW
1031
Winnow Wealth
Texas
$474 +$474 +3 New
RS
1032
Rakuten Securities
Japan
$452
SMAM
1033
Sugar Maple Asset Management
Wisconsin
$452 +$452 +2 New
PWA
1034
Principia Wealth Advisory
Texas
$452 +$452 +2 New
T
1035
Transce3nd
Texas
$452 +$452 +2 New
MSWM
1036
Mowery & Schoenfeld Wealth Management
Illinois
$227 +$227 +1 New
NL
1037
NVWM LLC
Pennsylvania
$226
AA
1038
Ancora Advisors
Ohio
$226
NC
1039
NewSquare Capital
Pennsylvania
$226 +$226 +1 New
Renaissance Technologies
1040
Renaissance Technologies
New York
-$51.8M -240,900 Closed
IAIM
1041
International Assets Investment Management
Florida
-$594 -127,728 Closed
DCP
1042
Distillate Capital Partners
Illinois
-$16.9M -78,589 Closed
TI
1043
Trexquant Investment
Connecticut
-$14.4M -67,174 Closed
TCM
1044
Teza Capital Management
Illinois
-$5.9M -27,415 Closed
CCIA
1045
Campbell & Co Investment Adviser
Maryland
-$5.81M -27,033 Closed
MF
1046
Magnetar Financial
Illinois
-$5.75M -26,763 Closed
TC
1047
TwinBeech Capital
New York
-$3.65M -16,995 Closed
HF
1048
HRT Financial
New York
-$3.5M -16,283 Closed
Janney Montgomery Scott
1049
Janney Montgomery Scott
Pennsylvania
-$2.73M -12,672 Closed
Capital Fund Management (CFM)
1050
Capital Fund Management (CFM)
France
-$2.43M -11,318 Closed