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Broadridge

714 hedge funds and large institutions have $12.7B invested in Broadridge in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 249 increasing their positions, 261 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+19
Holders Change %
+2.73%
% of All Funds
14.68%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
80
Increased
249
Reduced
261
Closed
56
Calls
$32.1M
Puts
$77.6M
Net Calls
-$45.5M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
301
Avalon Investment & Advisory
Texas
$1.79M -$527K -4,177 -23%
Two Sigma Advisers
302
Two Sigma Advisers
New York
$1.78M -$11.7M -93,000 -87%
AI
303
Atria Investments
North Carolina
$1.77M -$45.8K -363 -3%
PP
304
Pegasus Partners
Wisconsin
$1.74M -$18.3K -145 -1%
PTP
305
Platform Technology Partners
New York
$1.74M -$7.07K -56 -0.4%
TAMH
306
Taikang Asset Management (HK)
Hong Kong
$1.71M
PGAM
307
Princeton Global Asset Management
New Jersey
$1.68M -$9.21K -73 -0.5%
DnB Asset Management
308
DnB Asset Management
Norway
$1.66M +$122K +968 +8%
SS
309
Simplicity Solutions
Minnesota
$1.65M +$276K +2,187 +20%
RMSCM
310
R.M. Sincerbeaux Capital Management
New York
$1.63M
TFA
311
Teamwork Financial Advisors
Texas
$1.62M +$1.24M +9,810 +327%
CCA
312
Catalyst Capital Advisors
New York
$1.61M -$228K -1,810 -12%
N
313
Natixis
France
$1.61M +$998K +7,912 +164%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$1.58M
LIM
315
Leavell Investment Management
Alabama
$1.58M -$39.9K -315 -2%
Creative Planning
316
Creative Planning
Kansas
$1.54M -$27.4K -217 -2%
WT
317
Whittier Trust
California
$1.54M +$1.48M +11,702 +2,495%
TCM
318
Tuttle Capital Management
Connecticut
$1.52M +$1.52M +12,056 New
CCM
319
Cadence Capital Management
Massachusetts
$1.52M -$2.02K -16 -0.1%
B
320
BP
United Kingdom
$1.51M
TCM
321
Tandem Capital Management
New Jersey
$1.5M -$189K -1,500 -11%
LF
322
Lee Financial
Texas
$1.5M -$21.3K -169 -1%
LCP
323
Legacy Capital Partners
Wisconsin
$1.49M -$799K -6,332 -35%
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$1.49M -$13K -103 -0.9%
EIP
325
Epoch Investment Partners
New York
$1.48M +$1.48M +11,704 New