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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 %
IRF
501
IBM Retirement Fund
New York
$337K -$4.92K -39 -1%
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$336K -$17.4K -138 -5%
Wealthfront Advisers
503
Wealthfront Advisers
California
$336K +$336K +2,665 New
RMC
504
Resources Management Corp
Connecticut
$333K +$5.68K +45 +2%
Mercer Global Advisors
505
Mercer Global Advisors
Colorado
$330K -$395K -3,129 -54%
HWA
506
Heritage Wealth Advisors
Virginia
$329K
AT
507
Arden Trust
Delaware
$328K
EAM
508
Eukles Asset Management
Ohio
$324K -$19.4K -154 -6%
FNBT
509
FineMark National Bank & Trust
Florida
$322K +$4.66K +37 +1%
JT
510
Jump Trading
Illinois
$322K +$322K +2,550 New
WA
511
Wealth Alliance
New York
$321K -$283K -2,247 -47%
EMG
512
ETF Managers Group
New Jersey
$319K -$16.1K -128 -5%
CWS
513
Cypress Wealth Services
California
$317K
CBT
514
Capital Bank & Trust
California
$315K
BUB
515
BBVA USA Bancshares
Texas
$314K -$27.1K -215 -8%
AII
516
AGF Investments Inc
Ontario, Canada
$314K -$16.9K -134 -5%
ECM
517
Everence Capital Management
Indiana
$314K
NGA
518
Naples Global Advisors
Florida
$303K +$12.6K +100 +4%
ATC
519
Argent Trust Co
Tennessee
$303K +$303K +2,399 New
VCM
520
Vivaldi Capital Management
Illinois
$298K +$298K +2,142 New
CPA
521
Court Place Advisors
Maryland
$292K
PWLP
522
Prio Wealth Limited Partnership
Massachusetts
$288K
MWM
523
Mission Wealth Management
California
$288K +$631 +5 +0.2%
BB
524
Busey Bank
Illinois
$285K
SWM
525
Segment Wealth Management
Texas
$283K