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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 %
CPA
526
Court Place Advisors
Maryland
$286K
ZIC
527
ZWJ Investment Counsel
Georgia
$284K
BCA
528
Bay Colony Advisors
Massachusetts
$283K +$283K +2,138 New
MWM
529
Mission Wealth Management
California
$281K -$741 -6 -0.3%
HCM
530
Hudson Capital Management
New Jersey
$279K
TA
531
Tiedemann Advisors
New York
$279K +$279K +2,245 New
BB
532
Busey Bank
Illinois
$278K +$19.3K +157 +7%
AWM
533
AE Wealth Management
Kansas
$278K +$42.9K +347 +18%
SWM
534
Segment Wealth Management
Texas
$277K
PA
535
Profund Advisors
Maryland
$276K +$25.4K +206 +10%
Pacer Advisors
536
Pacer Advisors
Pennsylvania
$272K -$1.23M -9,948 -82%
TCBWMS
537
Texas Capital Bank Wealth Management Services
Texas
$272K +$272K +2,198 New
AWM
538
Aberdeen Wealth Management
Illinois
$271K +$271K +2,194 New
AMIM
539
Aull & Monroe Investment Management
Alabama
$268K -$124 -1 -0%
BBHC
540
Brown Brothers Harriman & Co
New York
$265K +$24.7K +200 +10%
Carson Wealth (CWM LLC)
541
Carson Wealth (CWM LLC)
Nebraska
$263K
Wellington Management Group
542
Wellington Management Group
Massachusetts
$263K +$263K +2,128 New
AWA
543
Arete Wealth Advisors
Illinois
$261K -$7.77K -63 -3%
OR
544
Olympiad Research
Connecticut
$261K +$261K +2,115 New
EWM
545
Evercore Wealth Management
New York
$257K -$62.8K -508 -20%
PP
546
Paloma Partners
Connecticut
$252K -$2.31M -18,714 -90%
IFS
547
Ifrah Financial Services
Arkansas
$251K -$3.22K -26 -1%
AFG
548
Albion Financial Group
Utah
$251K +$10.5K +85 +4%
CW
549
CreativeOne Wealth
Kansas
$251K +$251K +2,034 New
ATC
550
Argent Trust Co
Tennessee
$247K +$11.5K +93 +5%