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Broadridge

781 hedge funds and large institutions have $15.2B invested in Broadridge in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+43
Holders Change %
+5.83%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
101
Increased
267
Reduced
275
Closed
52
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
501
Quadrant Capital Group
Ohio
$440K +$6.44K +42 +1%
SFM
502
Signet Financial Management
New Jersey
$438K -$34.6K -226 -7%
Wealthfront Advisers
503
Wealthfront Advisers
California
$437K +$34.3K +224 +9%
VFA
504
Voya Financial Advisors
Connecticut
$437K +$87.1K +572 +25%
ETC
505
Exchange Traded Concepts
Oklahoma
$427K +$14.4K +94 +3%
PWAG
506
Polaris Wealth Advisory Group
California
$423K
V
507
Veritable
Delaware
$422K +$1.23K +8 +0.3%
MMPW
508
Mitchell McLeod Pugh & Williams
Alabama
$418K -$23.6K -154 -5%
BCV
509
Banque Cantonale Vaudoise
Switzerland
$418K
MFG
510
Menard Financial Group
Texas
$415K +$141K +921 +52%
EOJOAM
511
E. Ohman J:or Asset Management
Sweden
$414K
WA
512
WealthTrust Axiom
Pennsylvania
$410K
RMC
513
Resources Management Corp
Connecticut
$407K +$2.3K +15 +0.6%
FNBT
514
FineMark National Bank & Trust
Florida
$402K +$3.83K +25 +1%
PMFA
515
Plante Moran Financial Advisors
Michigan
$401K -$35.5K -232 -8%
HWA
516
Heritage Wealth Advisors
Virginia
$399K
ECM
517
Everence Capital Management
Indiana
$398K
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$396K +$613 +4 +0.2%
BCA
519
Bay Colony Advisors
Massachusetts
$389K +$1.53K +10 +0.4%
Bessemer Group
520
Bessemer Group
New Jersey
$387K +$9.65K +63 +3%
EAM
521
Eukles Asset Management
Ohio
$384K -$2.45K -16 -0.6%
CBT
522
Capital Bank & Trust
California
$383K
WA
523
Wealth Alliance
New York
$380K -$6.14K -40 -2%
Vontobel Holding
524
Vontobel Holding
Switzerland
$372K +$372K +2,598 New
JF
525
Jump Financial
Illinois
$371K +$371K +2,426 New