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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 %
VAS
501
Vestmark Advisory Solutions
Massachusetts
$439K -$499 -3 -0.1%
WAM
502
World Asset Management
Michigan
$438K -$28.2K -169 -6%
VPIM
503
Vanguard Personalized Indexing Management
California
$438K +$60.8K +365 +16%
PMFA
504
Plante Moran Financial Advisors
Michigan
$437K
P
505
Pitcairn
Pennsylvania
$435K -$667 -4 -0.2%
ECM
506
Everence Capital Management
Indiana
$433K
Bessemer Group
507
Bessemer Group
New Jersey
$424K -$173K -1,042 -29%
Jane Street
508
Jane Street
New York
$424K +$82.2K +493 +24%
RIM
509
Redpoint Investment Management
Australia
$422K -$109K -655 -21%
TC
510
Toews Corporation
New Jersey
$417K +$417K +2,500 New
AP
511
Advisors Preferred
Maryland
$416K -$12.8K -77 -3%
SPC
512
Sigma Planning Corp
Michigan
$415K +$21.6K +130 +6%
KFA
513
Krane Funds Advisors
New York
$413K +$413K +2,476 New
PWMG
514
Prestige Wealth Management Group
New Jersey
$411K +$49.9K +300 +14%
DDC
515
DF Dent & Co
Maryland
$409K -$2.83K -17 -0.7%
FF
516
FourThought Financial
Florida
$406K -$162K -974 -29%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$405K -$6.67K -40 -2%
CT
518
Cambridge Trust
Massachusetts
$405K
CPA
519
Court Place Advisors
Maryland
$404K
HWA
520
Heritage Wealth Advisors
Virginia
$400K -$34K -204 -8%
SI
521
Stephens Inc
Arkansas
$399K -$378K -2,268 -49%
OPPTF
522
OPSEU Pension Plan Trust Fund
Ontario, Canada
$395K -$8.43K -51 -2%
AC
523
Avestar Capital
New York
$394K +$4.67K +28 +1%
BB
524
Busey Bank
Illinois
$393K +$16.7K +100 +4%
AWP
525
Accretive Wealth Partners
New Jersey
$390K