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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 %
PVH
526
Psagot Value Holdings
Israel
$283K +$75.8K +600 +37%
CSS
527
Cubist Systematic Strategies
Connecticut
$282K -$1.33M -10,544 -83%
VLC
528
Van Leeuwen & Company
New Jersey
$282K +$282K +2,237 New
AWM
529
Aberdeen Wealth Management
Illinois
$277K
OR
530
Olympiad Research
Connecticut
$277K +$277K +2,194 New
Wellington Management Group
531
Wellington Management Group
Massachusetts
$275K -$43.7K -345 -14%
SCM
532
Spreng Capital Management
Ohio
$272K -$131K -1,041 -33%
HCM
533
Hudson Capital Management
New Jersey
$272K -$12.6K -100 -4%
PA
534
Parallel Advisors
California
$270K +$5.66K +45 +2%
IWC
535
Integrated Wealth Concepts
Massachusetts
$270K +$270K +2,143 New
IFS
536
Ifrah Financial Services
Arkansas
$267K +$267K +2,118 New
QI
537
QS Investors
New York
$266K -$88.5K -700 -25%
PWMG
538
Prestige Wealth Management Group
New Jersey
$264K +$5.43K +43 +2%
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$263K
AMIM
540
Aull & Monroe Investment Management
Alabama
$260K +$260K +2,066 New
PA
541
Procyon Advisors
Connecticut
$258K -$46K -365 -15%
TCBWMS
542
Texas Capital Bank Wealth Management Services
Texas
$257K -$34K -270 -12%
EWM
543
Evercore Wealth Management
New York
$256K +$256K +2,027 New
RJT
544
Raymond James Trust
Florida
$251K -$258K -2,042 -51%
CT
545
Chicago Trust
Illinois
$246K +$246K +1,950 New
MC
546
Moors & Cabot
Massachusetts
$246K +$246K +1,966 New
AFG
547
Albion Financial Group
Utah
$245K +$245K +1,938 New
AIP
548
Ameritas Investment Partners
Nebraska
$243K
AP
549
Advisors Preferred
Maryland
$242K +$242K +1,905 New
FA
550
FDx Advisors
Illinois
$239K -$102K -808 -30%