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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 %
PFS
451
Prospera Financial Services
Texas
$624K +$489K +3,193 +364%
MSAM
452
Moloney Securities Asset Management
Missouri
$624K +$624K +4,076 New
RWA
453
Ropes Wealth Advisors
Massachusetts
$619K
CI
454
Cigna Investments
Connecticut
$618K +$51.5K +336 +9%
FIM
455
Freedom Investment Management
Connecticut
$617K +$199K +1,296 +47%
Holocene Advisors
456
Holocene Advisors
New York
$615K -$186K -1,217 -23%
BFO
457
Biltmore Family Office
North Carolina
$615K
SEC
458
Seven Eight Capital
New York
$613K -$613K -4,000 -50%
BO
459
Bank OZK
Arkansas
$613K
SWM
460
SeaCrest Wealth Management
New York
$613K +$38.8K +253 +7%
PAMP
461
Polar Asset Management Partners
Ontario, Canada
$611K +$611K +3,986 New
IIC
462
Ironwood Investment Counsel
Arizona
$601K +$2.05K +33 +0.3%
FHC
463
First Horizon Corporation
Tennessee
$597K -$34.5K -225 -5%
DCM
464
Donaldson Capital Management
Indiana
$586K -$48K -313 -8%
OSIA
465
O'Shares Investment Advisers
Massachusetts
$584K +$53.3K +348 +10%
WA
466
Wambolt & Associates
Colorado
$579K +$16.2K +106 +3%
TPCW
467
TD Private Client Wealth
New York
$561K -$158K -1,029 -22%
CCP
468
Clarkston Capital Partners
Michigan
$559K
TPI
469
Tesco Pension Investment
United Kingdom
$548K -$433K -282,507 -44%
PSUF
470
People's United Financial
Connecticut
$532K -$1.23K -8 -0.2%
CIBC World Market
471
CIBC World Market
Ontario, Canada
$524K +$81.8K +534 +18%
BG
472
Bellevue Group
Switzerland
$521K
Citadel Advisors
473
Citadel Advisors
Florida
$516K -$17.2M -112,347 -97%
American Century Companies
474
American Century Companies
Missouri
$515K +$50.1K +327 +11%
IWC
475
Integrated Wealth Concepts
Massachusetts
$515K +$115K +750 +29%