BR icon

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 %
RBA
426
Richard Bernstein Advisors
New York
$778K
CCP
427
Clarkston Capital Partners
Michigan
$775K -$333K -2,000 -30%
HKAM
428
Horizon Kinetics Asset Management
New York
$761K
JF
429
Jump Financial
Illinois
$756K +$756K +4,537 New
ESCM
430
Echo Street Capital Management
New York
$755K -$15.8M -95,121 -95%
CGL
431
Clarius Group LLC
Washington
$738K +$4.5K +27 +0.6%
QT
432
Quantbot Technologies
New York
$732K +$732K +4,393 New
EMG
433
ETF Managers Group
New Jersey
$719K +$58.6K +348 +9%
AI
434
Accredited Investors
Minnesota
$716K
DIP
435
DT Investment Partners
Pennsylvania
$712K
MSCM
436
McElhenny Sheffield Capital Management
Texas
$696K +$696K +4,178 New
WP
437
WealthSource Partners
California
$695K +$19.3K +116 +3%
RWA
438
Ropes Wealth Advisors
Massachusetts
$694K +$6.67K +40 +1%
UCFA
439
United Capital Financial Advisors
Texas
$682K -$18.8K -113 -3%
IWC
440
Integrated Wealth Concepts
Massachusetts
$679K +$41.5K +249 +7%
PFS
441
Prospera Financial Services
Texas
$675K -$1.83K -11 -0.3%
SWM
442
SeaCrest Wealth Management
New York
$674K -$500 -3 -0.1%
SFSG
443
Sound Financial Strategies Group
Mississippi
$672K +$22.2K +133 +3%
BFO
444
Biltmore Family Office
North Carolina
$669K
BO
445
Bank OZK
Arkansas
$667K
ACP
446
Ashfield Capital Partners
California
$661K
GCMG
447
Gyroscope Capital Management Group
Florida
$658K -$33.5K -201 -5%
OSAM
448
O'Shaughnessy Asset Management
Connecticut
$655K -$116K -696 -15%
CAN
449
Cetera Advisor Networks
California
$655K +$106K +639 +19%
AG
450
AlphaSimPlex Group
Massachusetts
$653K -$742K -4,454 -53%