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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 %
TH
401
TCTC Holdings
Texas
$748K
AP
402
Appleton Partners
Massachusetts
$744K +$318K +2,520 +75%
CFA
403
CWS Financial Advisors
Michigan
$739K +$186K +1,478 +34%
P
404
Pitcairn
Pennsylvania
$735K +$115K +911 +19%
Alyeska Investment Group
405
Alyeska Investment Group
Illinois
$711K +$711K +5,635 New
PTC
406
Private Trust Company
Ohio
$709K +$257 +2 +0%
MC
407
Montag & Caldwell
Georgia
$708K
JIC
408
Johnson Investment Counsel
Ohio
$694K -$19.5K -154 -3%
HCM
409
Howland Capital Management
Massachusetts
$694K
EGM
410
Engineers Gate Manager
New York
$690K -$2.17M -17,203 -76%
CMA
411
Cedar Mountain Advisors
Oregon
$676K +$252 +2 +0%
GCMG
412
Gyroscope Capital Management Group
Florida
$674K +$674K +5,341 New
Nomura Holdings
413
Nomura Holdings
Japan
$665K +$665K +5,265 New
UCFA
414
United Capital Financial Advisors
Texas
$641K -$39.4K -312 -6%
RC
415
Roundview Capital
New Jersey
$632K +$124K +984 +24%
EOJOAM
416
E. Ohman J:or Asset Management
Sweden
$631K +$290K +2,300 +85%
BEI
417
Benjamin Edwards Inc
Missouri
$625K -$612K -4,845 -49%
NEI
418
Northwest & Ethical Investments
Ontario, Canada
$620K +$620K +4,910 New
LSERS
419
Louisiana State Employees Retirement System
Louisiana
$618K
DCM
420
Dean Capital Management
Kansas
$608K +$65.8K +522 +12%
VAS
421
Vestmark Advisory Solutions
Massachusetts
$605K -$28K -222 -4%
CAM
422
Cresset Asset Management
Illinois
$598K +$24.7K +195 +4%
ACM
423
Alethea Capital Management
Washington
$597K +$597K +4,734 New
CLOS
424
Compagnie Lombard Odier SCmA
Switzerland
$596K
I
425
IberiaBank
Louisiana
$591K -$32.7K -259 -5%