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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 %
FAAS
451
First Allied Advisory Services
California
$513K +$33.2K +263 +7%
RWA
452
Ropes Wealth Advisors
Massachusetts
$510K +$46.7K +370 +10%
BFO
453
Biltmore Family Office
North Carolina
$507K
BO
454
Bank OZK
Arkansas
$505K
CTC
455
Central Trust Company
Missouri
$503K +$64.2K +509 +15%
VIA
456
Vident Investment Advisory
Georgia
$503K +$97.5K +773 +24%
DCM
457
Donaldson Capital Management
Indiana
$500K +$8.07K +64 +2%
PFS
458
Prospera Financial Services
Texas
$495K +$12.4K +100 +3%
CGL
459
Clarius Group LLC
Washington
$495K +$495K +3,920 New
HCM
460
Hilton Capital Management
New York
$480K -$25.5M -201,837 -98%
PSUF
461
People's United Financial
Connecticut
$472K -$2.27K -18 -0.5%
CI
462
Cigna Investments
Connecticut
$470K +$63.2K +500 +16%
IIC
463
Ironwood Investment Counsel
Arizona
$466K +$174K +2,969 +60%
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$464K +$81.3K +643 +21%
CCP
465
Clarkston Capital Partners
Michigan
$461K -$62.7M -496,449 -99%
SWM
466
SeaCrest Wealth Management
New York
$459K +$6.18K +49 +1%
BCV
467
Banque Cantonale Vaudoise
Switzerland
$445K +$126K +1,000 +40%
WA
468
Wambolt & Associates
Colorado
$444K -$1.89K -15 -0.4%
SL
469
Stevard LLC
Illinois
$439K +$439K +3,479 New
Macquarie Group
470
Macquarie Group
Australia
$438K -$118K -932 -21%
FBT
471
First Bank & Trust
South Dakota
$434K -$30.9K -245 -7%
B
472
Barings
North Carolina
$432K
BG
473
Bellevue Group
Switzerland
$429K
First Manhattan
474
First Manhattan
New York
$419K
TW
475
TrinityPoint Wealth
Connecticut
$415K -$6.44K -51 -2%