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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 %
TPCW
426
TD Private Client Wealth
New York
$591K -$141K -1,116 -19%
RBA
427
Richard Bernstein Advisors
New York
$589K +$589K +4,673 New
DIP
428
DT Investment Partners
Pennsylvania
$587K
APA
429
American Portfolios Advisors
New York
$587K -$127K -1,004 -18%
HNB
430
Huntington National Bank
Ohio
$585K
HKAM
431
Horizon Kinetics Asset Management
New York
$576K
SFS
432
Sowell Financial Services
Arkansas
$576K +$77.8K +616 +16%
SI
433
Stephens Inc
Arkansas
$575K -$26.6K -211 -4%
FC
434
FORA Capital
Florida
$572K +$572K +4,530 New
RA
435
Rational Advisors
New York
$571K +$571K +4,521 New
AL
436
AJO LP
Pennsylvania
$570K +$570K +4,524 New
KLC
437
Knowledge Leaders Capital
Colorado
$569K +$569K +4,510 New
Daiwa Securities Group
438
Daiwa Securities Group
Japan
$568K
KFA
439
Kelleher Financial Advisors
New York
$567K -$1.64K -13 -0.3%
KAS
440
Kemnay Advisory Services
New York
$565K -$1.05M -8,361 -65%
Neuberger Berman Group
441
Neuberger Berman Group
New York
$560K +$7.8K +62 +1%
Jane Street
442
Jane Street
New York
$552K -$1.15M -9,097 -68%
AI
443
Accredited Investors
Minnesota
$542K -$3.16K -25 -0.6%
CW
444
CreativeOne Wealth
Kansas
$530K +$138K +1,095 +35%
AG
445
AlphaSimPlex Group
Massachusetts
$529K +$529K +4,192 New
ACP
446
Ashfield Capital Partners
California
$526K
OPPTF
447
OPSEU Pension Plan Trust Fund
Ontario, Canada
$525K -$700K -5,537 -57%
TAM
448
Tocqueville Asset Management
New York
$524K +$524K +4,150 New
WP
449
WealthSource Partners
California
$521K +$3.79K +30 +0.7%
First Trust Advisors
450
First Trust Advisors
Illinois
$518K -$2.49M -19,718 -83%