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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 %
Wolverine Trading
426
Wolverine Trading
Illinois
$730K +$730K +4,802 New
CAM
427
Cresset Asset Management
Illinois
$719K +$2.46K +16 +0.3%
RBA
428
Richard Bernstein Advisors
New York
$716K
DIP
429
DT Investment Partners
Pennsylvania
$712K
HNB
430
Huntington National Bank
Ohio
$711K
GCMG
431
Gyroscope Capital Management Group
Florida
$710K -$32.6K -213 -4%
DCM
432
Dean Capital Management
Kansas
$707K -$43.9K -287 -6%
Mercer Global Advisors
433
Mercer Global Advisors
Colorado
$704K -$321K -2,097 -31%
HKAM
434
Horizon Kinetics Asset Management
New York
$699K
KFA
435
Kelleher Financial Advisors
New York
$691K
NA
436
NewEdge Advisors
Louisiana
$682K -$37.5K -245 -5%
LIP
437
Liontrust Investment Partners
United Kingdom
$682K +$682K +4,450 New
UH
438
Unigestion Holding
Switzerland
$674K
Neuberger Berman Group
439
Neuberger Berman Group
New York
$674K +$14.5K +97 +2%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$671K +$618K +4,035 +1,170%
CLOS
441
Compagnie Lombard Odier SCmA
Switzerland
$670K
CGL
442
Clarius Group LLC
Washington
$664K +$33.2K +217 +5%
AI
443
Accredited Investors
Minnesota
$658K
UCFA
444
United Capital Financial Advisors
Texas
$653K -$13.6K -89 -2%
IRF
445
IBM Retirement Fund
New York
$650K +$80.6K +526 +14%
OPPTF
446
OPSEU Pension Plan Trust Fund
Ontario, Canada
$649K +$8.85K +58 +1%
SI
447
Stephens Inc
Arkansas
$648K -$24.5K -160 -4%
Nomura Holdings
448
Nomura Holdings
Japan
$641K +$6.74K +44 +1%
ACP
449
Ashfield Capital Partners
California
$638K
WP
450
WealthSource Partners
California
$626K -$7.05K -46 -1%