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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 %
RC
426
Roundview Capital
New Jersey
$678K +$17.2K +130 +3%
VIA
427
Vident Investment Advisory
Georgia
$674K +$148K +1,118 +28%
PTC
428
Private Trust Company
Ohio
$670K -$57K -432 -8%
SFS
429
Sowell Financial Services
Arkansas
$655K +$52.4K +397 +9%
BEI
430
Benjamin Edwards Inc
Missouri
$651K -$2.51K -19 -0.4%
DCM
431
Dean Capital Management
Kansas
$647K +$11.1K +84 +2%
BMM
432
Buffington Mohr McNeal
Idaho
$647K +$437K +3,312 +208%
B
433
Barings
North Carolina
$645K +$44.2K +335 +7%
GCMG
434
Gyroscope Capital Management Group
Florida
$640K -$65.4K -495 -9%
SP
435
Symmetry Partners
Connecticut
$634K +$397K +3,007 +168%
CW
436
CreativeOne Wealth
Kansas
$630K +$75.5K +572 +14%
NA
437
NewEdge Advisors
Louisiana
$620K +$233K +1,767 +60%
TPCW
438
TD Private Client Wealth
New York
$619K +$1.19K +9 +0.2%
CAM
439
Cresset Asset Management
Illinois
$618K -$8.09K -61 -1%
TRCT
440
Tower Research Capital (TRC)
New York
$617K +$456K +3,455 +283%
RBA
441
Richard Bernstein Advisors
New York
$616K
DIP
442
DT Investment Partners
Pennsylvania
$614K
HNB
443
Huntington National Bank
Ohio
$612K
HKAM
444
Horizon Kinetics Asset Management
New York
$602K
KLC
445
Knowledge Leaders Capital
Colorado
$595K
KFA
446
Kelleher Financial Advisors
New York
$595K +$1.71K +13 +0.3%
MWNA
447
Marshall Wace North America
New York
$587K +$587K +4,448 New
LOAMS
448
Lombard Odier Asset Management (Switzerland)
Switzerland
$583K +$583K +4,415 New
IIC
449
Ironwood Investment Counsel
Arizona
$582K +$104K +1,731 +22%
MML Investors Services
450
MML Investors Services
Massachusetts
$580K -$223K -1,686 -28%