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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 %
TH
401
TCTC Holdings
Texas
$908K
JIC
402
Johnson Investment Counsel
Ohio
$908K +$76.9K +500 +9%
CFA
403
CWS Financial Advisors
Michigan
$898K
Voloridge Investment Management
404
Voloridge Investment Management
Florida
$887K -$734K -4,791 -45%
BRWA
405
B. Riley Wealth Advisors
Florida
$872K -$397K -2,586 -31%
MC
406
Montag & Caldwell
Georgia
$859K
CP
407
Cumberland Partners
Ontario, Canada
$858K +$858K +5,600 New
ECAM
408
East Coast Asset Management
Massachusetts
$857K
Balyasny Asset Management
409
Balyasny Asset Management
Illinois
$844K -$3.65M -23,782 -81%
HCM
410
Howland Capital Management
Massachusetts
$843K
ARMT
411
Amica Retiree Medical Trust
Rhode Island
$834K
ECM
412
ExodusPoint Capital Management
New York
$833K +$343K +2,241 +70%
CW
413
CreativeOne Wealth
Kansas
$832K +$101K +658 +14%
CMA
414
Cedar Mountain Advisors
Oregon
$822K +$306 +2 +0%
SC
415
SRB Corp
Massachusetts
$814K +$814K +5,311 New
AIL
416
AGF Investments LLC
Ontario, Canada
$804K -$723K -4,722 -47%
RC
417
Roundview Capital
New Jersey
$801K +$13.6K +89 +2%
Group One Trading
418
Group One Trading
Illinois
$798K +$798K +5,207 New
APA
419
American Portfolios Advisors
New York
$789K -$19K -124 -2%
QC
420
Quadrature Capital
United Kingdom
$786K +$786K +5,123 New
Wellington Management Group
421
Wellington Management Group
Massachusetts
$774K +$443K +2,894 +134%
BEI
422
Benjamin Edwards Inc
Missouri
$765K +$10.1K +66 +1%
BMM
423
Buffington Mohr McNeal
Idaho
$755K +$3.83K +25 +0.5%
SFS
424
Sowell Financial Services
Arkansas
$748K -$11.5K -75 -2%
SP
425
Symmetry Partners
Connecticut
$736K