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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 %
Los Angeles Capital Management
501
Los Angeles Capital Management
California
$377K -$534K -4,042 -59%
PMFA
502
Plante Moran Financial Advisors
Michigan
$377K
KFA
503
Krane Funds Advisors
New York
$375K -$20.3K -154 -5%
TCM
504
Teza Capital Management
Illinois
$375K +$375K +2,839 New
QCG
505
Quadrant Capital Group
Ohio
$373K -$48.3K -366 -11%
LCM
506
Laurion Capital Management
New York
$372K +$372K +2,816 New
AAS
507
Avantax Advisory Services
Texas
$371K +$371K +2,801 New
RC
508
RegentAtlantic Capital
New Jersey
$370K +$923 +7 +0.3%
PWAG
509
Polaris Wealth Advisory Group
California
$369K
V
510
Veritable
Delaware
$362K -$26.2K -199 -7%
FIM
511
Freedom Investment Management
Connecticut
$361K -$11.4K -86 -3%
BCV
512
Banque Cantonale Vaudoise
Switzerland
$360K -$105K -800 -23%
EOJOAM
513
E. Ohman J:or Asset Management
Sweden
$356K -$304K -2,300 -46%
OL
514
Optas LLC
Texas
$356K +$141K +1,068 +66%
ETC
515
Exchange Traded Concepts
Oklahoma
$355K +$352K +2,672 +13,360%
AII
516
AGF Investments Inc
Ontario, Canada
$353K +$24K +182 +7%
WA
517
WealthTrust Axiom
Pennsylvania
$353K +$353K +2,681 New
RMC
518
Resources Management Corp
Connecticut
$348K
Wealthfront Advisers
519
Wealthfront Advisers
California
$347K -$4.75K -36 -1%
IWC
520
Integrated Wealth Concepts
Massachusetts
$345K +$61.9K +469 +22%
HWA
521
Heritage Wealth Advisors
Virginia
$344K
ECM
522
Everence Capital Management
Indiana
$343K
FNBT
523
FineMark National Bank & Trust
Florida
$343K +$5.81K +44 +2%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$340K -$11.3K -86 -3%
APWM
525
Atlas Private Wealth Management
New York
$339K +$99K +750 +41%