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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 %
AI
201
AdvisorShares Investments
Maryland
$7.6M +$993K +4,394 +15%
BTW
202
Boston Trust Walden
Massachusetts
$7.56M -$1.36K -6 -0%
OBGC
203
O'Brien Greene & Co
Pennsylvania
$7.51M -$53.6K -237 -0.7%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$7.38M +$470K +2,080 +7%
CAC
205
Core Alternative Capital
Georgia
$7.38M -$315K -1,393 -4%
Connor, Clark & Lunn Investment Management (CC&L)
206
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.31M +$2.67M +11,824 +58%
AAM
207
Aureus Asset Management
Massachusetts
$7.22M -$89.8K -397 -1%
SBIA
208
Sheaff Brock Investment Advisors
Indiana
$7.21M -$14.5K -64 -0.2%
AI
209
Atria Investments
North Carolina
$7.19M +$488K +2,157 +7%
SOMRS
210
State of Michigan Retirement System
Michigan
$7.18M
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.07M -$2.17M -9,608 -23%
Los Angeles Capital Management
212
Los Angeles Capital Management
California
$7.07M -$325K -1,439 -4%
PKC
213
Palmer Knight Company
Florida
$6.99M +$35.5K +157 +0.5%
SEI Investments
214
SEI Investments
Pennsylvania
$6.79M +$172K +763 +3%
LWM
215
Lyell Wealth Management
California
$6.78M +$2.34M +10,334 +53%
KPWS
216
Kestra Private Wealth Services
Texas
$6.75M +$573K +2,535 +9%
CF
217
Corebridge Financial
Texas
$6.73M -$205K -907 -3%
IWC
218
Integrated Wealth Concepts
Massachusetts
$6.68M +$1.04M +4,591 +18%
TC
219
TownSquare Capital
Utah
$6.63M +$1.01M +4,470 +18%
Mariner
220
Mariner
Kansas
$6.62M +$958K +4,238 +17%
BAM
221
Bell Asset Management
Australia
$6.55M -$58.8K -260 -0.9%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$6.53M +$171K +758 +3%
GLA
223
Great Lakes Advisors
Illinois
$6.47M -$168K -742 -3%
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$6.4M +$1.04M +4,605 +19%
II
225
IFM Investors
Australia
$6.29M -$502K -2,222 -7%