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Broadridge

781 hedge funds and large institutions have $15.2B invested in Broadridge in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+43
Holders Change %
+5.83%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
101
Increased
267
Reduced
275
Closed
52
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Shares
Change %
LSERS
376
Louisiana State Employees Retirement System
Louisiana
$1.1M +$214K +1,400 +24%
CIC
377
Crawford Investment Counsel
Georgia
$1.1M -$600K -3,916 -35%
KRS
378
Kentucky Retirement Systems
Kentucky
$1.08M +$51K +333 +5%
SIM
379
Sentry Investment Management
Wisconsin
$1.07M
TSWM
380
Triangle Securities Wealth Management
North Carolina
$1.06M +$9.19K +60 +0.9%
AWM
381
Altium Wealth Management
New York
$1.06M +$8.12K +53 +0.8%
KNW
382
Kesler Norman & Wride
Utah
$1.05M +$1.05M +6,857 New
MYAM
383
Meiji Yasuda Asset Management
Japan
$1.05M -$123K -805 -11%
HH
384
Hilltop Holdings
Texas
$1.04M -$24.7K -161 -2%
GC
385
Guardian Capital
Ontario, Canada
$1.03M +$90.4K +590 +10%
CA
386
Capitolis Advisors
New York
$1.03M +$1.03M +6,711 New
EAMA
387
EFG Asset Management (Americas)
Florida
$1.03M +$51K +333 +5%
WF
388
Welch & Forbes
Massachusetts
$1.02M -$87.2K -569 -8%
B
389
BP
United Kingdom
$1M -$700K -4,568 -41%
MAM
390
Martingale Asset Management
Massachusetts
$996K -$2.54M -16,563 -72%
PTC
391
Private Trust Company
Ohio
$993K +$215K +1,408 +28%
CS
392
Cannell & Spears
New York
$990K
SEM
393
Suncoast Equity Management
Florida
$974K +$974K +6,355 New
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$972K +$5.67K +37 +0.6%
P
395
Pitcairn
Pennsylvania
$971K -$128K -837 -12%
AP
396
Advisor Partners
California
$959K +$41.4K +270 +5%
AI
397
AdvisorShares Investments
Maryland
$947K -$30.8K -201 -3%
Cetera Investment Advisers
398
Cetera Investment Advisers
Illinois
$938K +$938K +6,122 New
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$930K +$428K +2,793 +85%
ACM
400
Advisors Capital Management
New Jersey
$916K -$13K -85 -1%