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Broadridge

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
476
Clarkston Capital Partners
Michigan
$482K
MYLI
477
Meiji Yasuda Life Insurance
Japan
$470K +$470K +3,559 New
SL
478
Stevard LLC
Illinois
$467K +$7.92K +60 +2%
PSUF
479
People's United Financial
Connecticut
$460K -$33.7K -255 -7%
OSIA
480
O'Shares Investment Advisers
Massachusetts
$457K +$457K +3,464 New
BG
481
Bellevue Group
Switzerland
$449K
SFM
482
Signet Financial Management
New Jersey
$447K +$447K +3,086 New
First Manhattan
483
First Manhattan
New York
$438K
JWCA
484
J.W. Cole Advisors
Florida
$436K +$436K +3,301 New
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$432K -$53K -401 -11%
WAM
486
World Asset Management
Michigan
$428K -$1.19K -9 -0.3%
TW
487
TrinityPoint Wealth
Connecticut
$426K -$7.79K -59 -2%
FANJ
488
Financial Architects (New Jersey)
New Jersey
$425K
DBRC
489
D.B. Root & Company
Pennsylvania
$422K
ECM
490
ExodusPoint Capital Management
New York
$422K +$422K +3,196 New
RIM
491
Redpoint Investment Management
Australia
$421K
RCA
492
Rowland Carmichael Advisors
Arizona
$420K
DCM
493
Dupont Capital Management
Delaware
$406K +$406K +3,078 New
American Century Companies
494
American Century Companies
Missouri
$400K +$46.7K +354 +13%
KRSITF
495
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$399K +$26K +197 +7%
WSCM
496
Wellington Shields Capital Management
New York
$394K -$13.2K -100 -3%
BFA
497
Beaumont Financial Advisors
Massachusetts
$392K +$1.72K +13 +0.4%
AP
498
Advisors Preferred
Maryland
$384K +$132K +1,003 +53%
CIBC World Market
499
CIBC World Market
Ontario, Canada
$381K -$2.6M -19,689 -87%
MMPW
500
Mitchell McLeod Pugh & Williams
Alabama
$381K -$44.9K -340 -11%