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 %
SB
451
Simmons Bank
Arkansas
$644K +$4.5K +27 +0.7%
HAG
452
HighPoint Advisor Group
Illinois
$641K +$641K +3,847 New
FHA
453
First Horizon Advisors
Tennessee
$635K +$532K +3,195 +516%
ARMT
454
Amica Retiree Medical Trust
Rhode Island
$630K -$278K -1,668 -31%
VIA
455
Vident Investment Advisory
Georgia
$626K -$809K -4,860 -56%
TI
456
Tidal Investments
Wisconsin
$625K +$281K +1,687 +82%
LIP
457
Liontrust Investment Partners
United Kingdom
$625K +$625K +3,750 New
CMA
458
Cedar Mountain Advisors
Oregon
$620K -$2.17K -13 -0.3%
HNB
459
Huntington National Bank
Ohio
$620K +$5.99K +36 +1%
EAM
460
Eukles Asset Management
Ohio
$618K +$104K +623 +20%
ACM
461
Advisors Capital Management
New Jersey
$617K -$18.7K -112 -3%
CI
462
Cigna Investments
Connecticut
$614K
TMAM
463
Tokio Marine Asset Management
Japan
$610K +$250K +1,500 +70%
NA
464
NewEdge Advisors
Louisiana
$603K -$56.1K -337 -9%
WANY
465
Wealthspire Advisors (New York)
New York
$601K +$601K +3,607 New
IIC
466
Ironwood Investment Counsel
Arizona
$599K +$33.4K +565 +6%
GA
467
Gateway Advisory
New Jersey
$597K
AIL
468
AGF Investments LLC
Ontario, Canada
$592K -$50.5K -303 -8%
SCA
469
Stokes Capital Advisors
South Carolina
$591K +$38K +228 +7%
PTP
470
Platform Technology Partners
New York
$590K -$1.36M -8,159 -70%
TPCW
471
TD Private Client Wealth
New York
$587K -$25.8K -155 -4%
Nomura Holdings
472
Nomura Holdings
Japan
$576K +$142K +856 +33%
TW
473
TrinityPoint Wealth
Connecticut
$571K +$11.8K +71 +2%
HI
474
Horizon Investments
North Carolina
$566K +$36.3K +218 +7%
DCM
475
Donaldson Capital Management
Indiana
$564K -$14.2K -85 -2%