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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 %
NAAA
176
New Age Alpha Advisors
New York
$9.64M +$9.62M +42,554 +55,265%
GAM
177
Gotham Asset Management
New York
$9.45M -$1.39M -6,129 -13%
TW
178
Transform Wealth
Colorado
$9.41M +$249K +1,098 +3%
LF
179
Lansforsakringar Fondforvaltning
Sweden
$9.39M +$9.39M +41,511 New
SMP
180
Santa Monica Partners
Florida
$9.22M
KK
181
KLP Kapitalforvaltning
Norway
$9.16M +$9.16M +40,400 New
MFAM
182
Motley Fool Asset Management
Virginia
$9.13M -$1.38M -6,118 -13%
Assenagon Asset Management
183
Assenagon Asset Management
Luxembourg
$9.12M -$37.1M -164,021 -80%
State of New Jersey Common Pension Fund D
184
State of New Jersey Common Pension Fund D
New Jersey
$9.09M -$410K -1,815 -4%
MGWM
185
Marks Group Wealth Management
Minnesota
$8.97M -$328K -1,449 -4%
Schroder Investment Management Group
186
Schroder Investment Management Group
United Kingdom
$8.93M +$311K +1,378 +4%
MCG
187
McCollum Christoferson Group
New York
$8.83M -$28.3K -125 -0.3%
RAM
188
Resona Asset Management
Japan
$8.63M -$285K -1,261 -3%
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$8.58M -$28.5K -126 -0.3%
VCM
190
Vision Capital Management
Oregon
$8.49M -$2.68M -11,858 -24%
COA
191
Crown Oak Advisors
California
$8.22M +$803K +3,553 +11%
MIM
192
MetLife Investment Management
New Jersey
$8.06M +$98.1K +434 +1%
William Blair & Company
193
William Blair & Company
Illinois
$7.94M +$825K +3,648 +12%
Nomura Asset Management
194
Nomura Asset Management
Japan
$7.81M -$213K -942 -3%
IIM
195
INTECH Investment Management
Florida
$7.72M -$4.14M -18,321 -35%
ZCI
196
Zevenbergen Capital Investments
Washington
$7.72M +$29.4K +130 +0.4%
AMM
197
American Money Management
California
$7.71M +$27.4K +121 +0.4%
ASRS
198
Arizona State Retirement System
Arizona
$7.68M +$20.6K +91 +0.3%
MCM
199
MAI Capital Management
Ohio
$7.66M +$4.98M +22,005 +185%
NG
200
Northstar Group
New York
$7.62M +$35.3K +156 +0.5%