BR icon

Broadridge

749 hedge funds and large institutions have $12.2B invested in Broadridge in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 257 increasing their positions, 214 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+61
Holders Change %
+8.87%
% of All Funds
14.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
128
Increased
257
Reduced
214
Closed
55
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.08M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
PPW
476
Parcion Private Wealth
Washington
$391K +$391K +3,164 New
SB
477
Simmons Bank
Arkansas
$389K +$64.5K +522 +20%
BUB
478
BBVA USA Bancshares
Texas
$388K +$388K +3,144 New
EGM
479
Engineers Gate Manager
New York
$382K -$610K -4,939 -61%
FA
480
FDx Advisors
Illinois
$379K -$371 -3 -0.1%
BFA
481
Beaumont Financial Advisors
Massachusetts
$374K +$1.98K +16 +0.5%
CI
482
Cigna Investments
Connecticut
$373K -$32.3K -270 -8%
HWA
483
Heritage Wealth Advisors
Virginia
$371K -$2.22K -18 -0.6%
BS
484
Bessemer Securities
New York
$371K
TW
485
TrinityPoint Wealth
Connecticut
$371K +$1.98K +16 +0.5%
C
486
Cerebellum
California
$371K +$39.9K +323 +12%
NA
487
NewEdge Advisors
Louisiana
$368K -$13.5K -109 -4%
FIM
488
Freedom Investment Management
Connecticut
$367K +$31.8K +258 +9%
JWCA
489
J.W. Cole Advisors
Florida
$360K +$360K +2,917 New
PMFA
490
Plante Moran Financial Advisors
Michigan
$358K -$52.3K -423 -13%
DCM
491
Donaldson Capital Management
Indiana
$356K +$75K +607 +27%
PI
492
PEAK6 Investments
Illinois
$355K -$134K -1,088 -27%
IIC
493
Ironwood Investment Counsel
Arizona
$352K +$50.7K +791 +17%
HAM
494
Highstreet Asset Management
Ontario, Canada
$351K +$351K +2,840 New
QCG
495
Quadrant Capital Group
Ohio
$349K +$31.2K +261 +10%
QI
496
QS Investors
New York
$347K +$24.8K +200 +8%
FLPIM
497
F.L. Putnam Investment Management
Massachusetts
$344K +$344K +2,786 New
AA
498
ALPS Advisors
Colorado
$340K -$14.8K -120 -4%
VWM
499
Venturi Wealth Management
Texas
$337K -$28.4K -230 -8%
KRSITF
500
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$336K +$2.47K +20 +0.7%