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Broadridge

768 hedge funds and large institutions have $15.3B invested in Broadridge in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $21M | Put options by funds: $13M

15% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 255

0.72% more ownership

Funds ownership: 86.34%87.06% (+0.72%)

1% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$108M)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 784768 (-16)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
768
Holders Change
-16
Holders Change %
-2.04%
% of All Funds
13.49%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
67
Increased
293
Reduced
255
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Segment Wealth Management
Texas
$344K
PVH
527
Psagot Value Holdings
Israel
$343K
AWM
528
Aberdeen Wealth Management
Illinois
$336K
VPIM
529
Vanguard Personalized Indexing Management
California
$334K +$111K +751 +53%
Jane Street
530
Jane Street
New York
$332K -$903K -6,114 -74%
PWMG
531
Prestige Wealth Management Group
New Jersey
$332K
IFS
532
Ifrah Financial Services
Arkansas
$330K +$148 +1 +0%
TCBWMS
533
Texas Capital Bank Wealth Management Services
Texas
$325K +$5.91K +40 +2%
BUB
534
BBVA USA Bancshares
Texas
$323K -$26.9K -182 -8%
EWM
535
Evercore Wealth Management
New York
$317K -$5.76K -39 -2%
SPC
536
Sigma Planning Corp
Michigan
$316K +$90.5K +613 +42%
LAM
537
LifePro Asset Management
California
$312K
BCV
538
Banque Cantonale Vaudoise
Switzerland
$311K -$103K -700 -26%
CT
539
Chicago Trust
Illinois
$308K +$15.4K +104 +5%
MCM
540
MAI Capital Management
Ohio
$303K
BBA
541
Braun-Bostich & Associates
Pennsylvania
$303K +$65.6K +444 +29%
MFS
542
Mirabella Financial Services
United Kingdom
$302K +$292K +1,975 New
QI
543
QS Investors
New York
$296K
WA
544
Wealth Alliance
New York
$293K -$83.4K -565 -23%
SCA
545
Snowden Capital Advisors
New York
$292K +$79K +535 +39%
SS
546
Simplicity Solutions
Minnesota
$290K -$1.35M -9,152 -83%
WANY
547
Wealthspire Advisors (New York)
New York
$290K +$79.1K +536 +40%
MAFM
548
Mid Atlantic Financial Management
Pennsylvania
$287K -$18K -122 -6%
RCM
549
Radnor Capital Management
Pennsylvania
$287K -$8.86K -60 -3%
SCM
550
Spreng Capital Management
Ohio
$287K -$5.02K -34 -2%