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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 %
BFS
526
Bradley Foster & Sargent
Connecticut
$386K +$334 +2 +0.1%
CT
527
Chicago Trust
Illinois
$375K
HCM
528
Hilton Capital Management
New York
$374K -$20K -120 -5%
SWM
529
Segment Wealth Management
Texas
$374K
AIA
530
Avalon Investment & Advisory
Texas
$374K +$374K +2,242 New
AP
531
Americana Partners
Texas
$374K +$374K +2,250 New
PVH
532
Psagot Value Holdings
Israel
$373K
KPW
533
Kore Private Wealth
New York
$373K +$16.8K +101 +5%
WFI
534
West Family Investments
California
$373K +$66.3K +398 +22%
OQS
535
Occudo Quantitative Strategies
Florida
$370K -$876K -5,260 -70%
AWM
536
Aberdeen Wealth Management
Illinois
$366K
IFS
537
Ifrah Financial Services
Arkansas
$364K +$3.33K +20 +0.9%
MC
538
Maverick Capital
Texas
$361K +$215K +1,291 +147%
AA
539
ALPS Advisors
Colorado
$357K -$25.8K -155 -7%
AWM
540
Accurate Wealth Management
Florida
$345K +$52.6K +301 +18%
MCM
541
MAI Capital Management
Ohio
$344K -$167 -1 -0%
AAS
542
Avantax Advisory Services
Texas
$343K +$80.2K +484 +31%
TCBWMS
543
Texas Capital Bank Wealth Management Services
Texas
$342K -$13.3K -80 -4%
EWM
544
Evercore Wealth Management
New York
$341K -$1.5K -9 -0.4%
LAM
545
LifePro Asset Management
California
$340K
BCV
546
Banque Cantonale Vaudoise
Switzerland
$338K
FTDI
547
First Trust Direct Indexing
Massachusetts
$337K +$337K +2,021 New
SCA
548
Snowden Capital Advisors
New York
$335K -$8.17K -49 -2%
IA
549
IndexIQ Advisors
New York
$334K +$17K +102 +5%
PDN
550
Pensionfund DSM Netherlands
Netherlands
$333K +$333K +2,000 New