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Broadridge

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
Altium Wealth Management
New York
$907K
KRS
402
Kentucky Retirement Systems
Kentucky
$887K +$43.5K +330 +5%
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$884K +$539K +4,080 +156%
GCP
404
GSA Capital Partners
United Kingdom
$879K +$879K +6,657 New
CS
405
Cannell & Spears
New York
$853K
EAMA
406
EFG Asset Management (Americas)
Florida
$841K +$841K +6,371 New
GC
407
Guardian Capital
Ontario, Canada
$812K -$91.1K -690 -10%
ACM
408
Advisors Capital Management
New Jersey
$801K -$2.79M -21,141 -78%
NMIMC
409
Northwestern Mutual Investment Management Company
Wisconsin
$796K
AP
410
Advisor Partners
California
$791K -$6.21K -47 -0.8%
TH
411
TCTC Holdings
Texas
$782K
EMG
412
ETF Managers Group
New Jersey
$779K +$445K +3,374 +133%
CFA
413
CWS Financial Advisors
Michigan
$773K
LSERS
414
Louisiana State Employees Retirement System
Louisiana
$766K +$119K +900 +18%
MC
415
Montag & Caldwell
Georgia
$740K
ECAM
416
East Coast Asset Management
Massachusetts
$739K -$376K -2,850 -34%
Daiwa Securities Group
417
Daiwa Securities Group
Japan
$726K -$2.88M -21,787 -80%
HCM
418
Howland Capital Management
Massachusetts
$726K
ARMT
419
Amica Retiree Medical Trust
Rhode Island
$719K +$331K +2,511 +86%
JIC
420
Johnson Investment Counsel
Ohio
$717K -$9.02K -68 -1%
CMA
421
Cedar Mountain Advisors
Oregon
$708K +$396 +3 +0.1%
APA
422
American Portfolios Advisors
New York
$696K +$82.2K +623 +13%
Holocene Advisors
423
Holocene Advisors
New York
$691K -$739K -5,599 -52%
WIP
424
Wellesley Investment Partners
Massachusetts
$689K -$117K -887 -15%
CC
425
Cipher Capital
New York
$685K +$685K +5,188 New