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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 %
PP
501
PDT Partners
New York
$336K +$336K +2,721 New
GIA
502
Granite Investment Advisors
New Hampshire
$334K -$15.5K -125 -4%
FT
503
Fiduciary Trust
Massachusetts
$334K
EOJOAM
504
E. Ohman J:or Asset Management
Sweden
$334K
Northwestern Mutual Wealth Management
505
Northwestern Mutual Wealth Management
Wisconsin
$332K -$35.4K -287 -10%
RC
506
RegentAtlantic Capital
New Jersey
$332K -$7.91K -64 -2%
AT
507
Arden Trust
Delaware
$326K -$10.9K -88 -3%
Wealthfront Advisers
508
Wealthfront Advisers
California
$324K -$30.2K -245 -9%
EAM
509
Eukles Asset Management
Ohio
$324K +$3.09K +25 +1%
ECM
510
Everence Capital Management
Indiana
$321K +$321K +2,596 New
RMC
511
Resources Management Corp
Connecticut
$320K
SS
512
Simplicity Solutions
Minnesota
$318K -$1.48K -12 -0.5%
FNBT
513
FineMark National Bank & Trust
Florida
$315K +$77.2K +625 +32%
OL
514
Optas LLC
Texas
$315K +$315K +2,546 New
CWS
515
Cypress Wealth Services
California
$311K
CBT
516
Capital Bank & Trust
California
$310K -$56.6K -458 -15%
SP
517
Symmetry Partners
Connecticut
$310K -$14.5K -117 -4%
MAFM
518
Mid Atlantic Financial Management
Pennsylvania
$302K +$14.7K +119 +5%
SSA
519
Schonfeld Strategic Advisors
New York
$298K +$7.17K +58 +2%
P
520
Pitcairn
Pennsylvania
$295K -$1.73K -14 -0.6%
AAM
521
Aureus Asset Management
Massachusetts
$294K
EMG
522
ETF Managers Group
New Jersey
$294K +$67.8K +552 +30%
RIM
523
Rampart Investment Management
Connecticut
$288K -$23.5K -190 -8%
PWAG
524
Polaris Wealth Advisory Group
California
$288K
PWLP
525
Prio Wealth Limited Partnership
Massachusetts
$287K