BR icon

Broadridge

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
551
IFP Advisors
Florida
$186K +$186K +1,494 New
MAM
552
Meeder Asset Management
Ohio
$171K -$874K -7,009 -84%
ARMT
553
Amica Retiree Medical Trust
Rhode Island
$164K
LJHT
554
Laurie J. Hall Trustee
$156K
TCOV
555
Trust Company of Vermont
Vermont
$156K
CI Investments Inc
556
CI Investments Inc
Ontario, Canada
$145K +$145K +1,166 New
S
557
SignatureFD
Georgia
$142K +$24K +193 +20%
AssetMark Inc
558
AssetMark Inc
California
$140K +$11.6K +93 +9%
FHA
559
First Horizon Advisors
Tennessee
$133K -$2.09K -17 -2%
SFSIG
560
San Francisco Sentry Investment Group
California
$130K -$623 -5 -0.5%
Acadian Asset Management
561
Acadian Asset Management
Massachusetts
$130K
LC
562
Lindbrook Capital
California
$127K +$1.99K +16 +2%
CI
563
CX Institutional
Indiana
$118K +$9.32K +75 +9%
VIM
564
Veritas Investment Management
United Kingdom
$113K +$113K +911 New
PVH
565
Psagot Value Holdings
Israel
$112K +$112K +900 New
MA
566
MUFG Americas
New York
$107K -$11.2K -90 -9%
WB
567
Webster Bank
Connecticut
$105K
GAM
568
GQ Asset Management
New York
$101K +$101K +812 New
FGAM
569
Financial Gravity Asset Management
Texas
$100K -$24.9K -201 -20%
WOC
570
West Oak Capital
California
$100K
Simplex Trading
571
Simplex Trading
Illinois
$100K +$100K +807 New
TFA
572
Toth Financial Advisory
Virginia
$96K
WEC
573
Winslow Evans & Crocker
Massachusetts
$94K -$7.11K -56 -7%
CA
574
Crewe Advisors
Utah
$93K -$324K -2,607 -78%
RCAG
575
Rehmann Capital Advisory Group
Michigan
$91K -$9.33K -75 -9%