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Broadridge

782 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
SO
401
STRS Ohio
Ohio
$962K -$237K -1,422 -20%
GC
402
Guardian Capital
Ontario, Canada
$957K +$15K +90 +2%
ETI
403
Enterprise Trust & Investment
California
$950K
RC
404
RegentAtlantic Capital
New Jersey
$942K +$833 +5 +0.1%
ECAM
405
East Coast Asset Management
Massachusetts
$933K
HCM
406
Howland Capital Management
Massachusetts
$917K
CAM
407
Cresset Asset Management
Illinois
$909K +$40.3K +241 +5%
CSS
408
Cubist Systematic Strategies
Connecticut
$896K -$652K -3,910 -42%
AP
409
Advisor Partners
California
$894K -$36.3K -218 -4%
APWM
410
Atlas Private Wealth Management
New York
$889K +$86.1K +517 +11%
MSAM
411
Moloney Securities Asset Management
Missouri
$885K +$113K +677 +15%
NMIMC
412
Northwestern Mutual Investment Management Company
Wisconsin
$879K +$333 +2 +0%
GTCM
413
Gyon Technologies Capital Management
New Jersey
$877K +$877K +5,265 New
BEI
414
Benjamin Edwards Inc
Missouri
$874K +$24.1K +145 +3%
CS
415
Candriam SCA
Luxembourg
$867K -$8.83K -53 -1%
EOJOAM
416
E. Ohman J:or Asset Management
Sweden
$867K -$133K -800 -13%
LPARFS
417
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$833K
FP
418
Fiduciary Planning
Florida
$828K +$354K +2,128 +75%
JIC
419
Johnson Investment Counsel
Ohio
$819K -$105K -625 -11%
PSUF
420
People's United Financial
Connecticut
$819K +$71.5K +429 +10%
MML Investors Services
421
MML Investors Services
Massachusetts
$818K -$7.17K -43 -0.9%
FT
422
Fiduciary Trust
Massachusetts
$815K +$230K +1,380 +39%
SS
423
Simplicity Solutions
Minnesota
$796K +$92K +552 +13%
QP
424
Quilter Plc
United Kingdom
$795K +$86.5K +519 +12%
SP
425
Symmetry Partners
Connecticut
$789K