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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 %
IMRF
476
Illinois Municipal Retirement Fund
Illinois
$559K
MWM
477
Mission Wealth Management
California
$553K +$158K +950 +40%
DBRC
478
D.B. Root & Company
Pennsylvania
$550K
SFM
479
Signet Financial Management
New Jersey
$549K -$21.5K -129 -4%
V
480
Veritable
Delaware
$544K +$8.33K +50 +2%
Wellington Management Group
481
Wellington Management Group
Massachusetts
$542K -$249K -1,497 -31%
BA
482
Bridgewater Advisors
New York
$542K
IRF
483
IBM Retirement Fund
New York
$537K
FANJ
484
Financial Architects (New Jersey)
New Jersey
$536K
WA
485
Wealth Alliance
New York
$511K +$10.5K +63 +2%
KRSITF
486
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$509K +$5.17K +31 +1%
IEFM
487
IQ EQ Fund Management
Ireland
$507K +$125K +749 +33%
ATC
488
Argent Trust Co
Tennessee
$504K
OSIA
489
O'Shares Investment Advisers
Massachusetts
$502K -$147K -881 -23%
WSCM
490
Wellington Shields Capital Management
New York
$497K
BFA
491
Beaumont Financial Advisors
Massachusetts
$482K
QCG
492
Quadrant Capital Group
Ohio
$468K +$4.16K +25 +0.9%
FA
493
FDx Advisors
Illinois
$468K +$6.83K +41 +1%
NGA
494
Naples Global Advisors
Florida
$460K
PWAG
495
Polaris Wealth Advisory Group
California
$457K
CTC
496
Central Trust Company
Missouri
$450K +$16.7K +100 +4%
MMPW
497
Mitchell McLeod Pugh & Williams
Alabama
$448K
WA
498
WealthTrust Axiom
Pennsylvania
$446K
RMC
499
Resources Management Corp
Connecticut
$442K
SWM
500
Spire Wealth Management
Virginia
$441K -$707K -4,242 -62%