BR icon

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 %
MAFM
476
Mid Atlantic Financial Management
Pennsylvania
$412K -$11.9K -94 -3%
WAM
477
World Asset Management
Michigan
$411K -$207K -1,635 -33%
MMPW
478
Mitchell McLeod Pugh & Williams
Alabama
$407K -$12.6K -100 -3%
FANJ
479
Financial Architects (New Jersey)
New Jersey
$406K
QCG
480
Quadrant Capital Group
Ohio
$403K -$92.9K -736 -19%
DBRC
481
D.B. Root & Company
Pennsylvania
$403K
RIM
482
Redpoint Investment Management
Australia
$403K
RCA
483
Rowland Carmichael Advisors
Arizona
$401K
SB
484
Simmons Bank
Arkansas
$396K -$49.7K -394 -11%
WSCM
485
Wellington Shields Capital Management
New York
$389K
KFA
486
Krane Funds Advisors
New York
$378K +$378K +2,998 New
BFA
487
Beaumont Financial Advisors
Massachusetts
$373K -$2.52K -20 -0.7%
V
488
Veritable
Delaware
$372K -$20.6K -163 -5%
NA
489
NewEdge Advisors
Louisiana
$370K -$63K -499 -15%
ARMT
490
Amica Retiree Medical Trust
Rhode Island
$370K
PMFA
491
Plante Moran Financial Advisors
Michigan
$360K +$1.77K +14 +0.5%
KRSITF
492
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$356K -$82.1K -651 -19%
FIM
493
Freedom Investment Management
Connecticut
$356K -$60.8K -481 -15%
RC
494
RegentAtlantic Capital
New Jersey
$353K +$14.4K +114 +4%
BCA
495
Bay Colony Advisors
Massachusetts
$352K -$9.33K -74 -3%
PWAG
496
Polaris Wealth Advisory Group
California
$345K +$61.2K +480 +22%
AAM
497
AMI Asset Management
California
$344K -$50.9M -403,302 -99%
DIM
498
DC Investments Management
Virginia
$340K +$340K +2,694 New
FT
499
Fiduciary Trust
Massachusetts
$339K +$1.26K +10 +0.4%
American Century Companies
500
American Century Companies
Missouri
$338K +$70K +555 +26%