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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 %
PWMG
551
Prestige Wealth Management Group
New Jersey
$245K +$2.22K +18 +0.9%
KeyBank National Association
552
KeyBank National Association
Ohio
$245K +$17.9K +145 +8%
DCM
553
Dupont Capital Management
Delaware
$244K -$141K -1,138 -37%
CT
554
Chicago Trust
Illinois
$241K
AIP
555
Ameritas Investment Partners
Nebraska
$238K
IWC
556
Integrated Wealth Concepts
Massachusetts
$237K +$11.9K +96 +5%
MME
557
Meag Munich Ergo
Germany
$235K -$778K -6,337 -77%
MF
558
Magnetar Financial
Illinois
$234K -$9.51K -77 -4%
NGA
559
Naples Global Advisors
Florida
$230K +$230K +1,865 New
CAN
560
Cetera Advisor Networks
California
$230K +$230K +1,868 New
PA
561
Parallel Advisors
California
$228K +$2.59K +21 +1%
OC
562
Oppenheimer & Co
New York
$226K +$6.17K +50 +3%
ONB
563
Old National Bancorp
Indiana
$225K -$125K -1,012 -36%
MIM
564
Marco Investment Management
Georgia
$222K
MFG
565
Magnus Financial Group
New York
$222K +$8.64K +70 +4%
PP
566
Parplus Partners
New York
$215K +$215K +1,738 New
CS
567
Comerica Securities
Michigan
$210K -$620 -5 -0.3%
CRC
568
Curi RMB Capital
Illinois
$210K
SMFS
569
Squar Milner Financial Services
California
$209K +$209K +1,699 New
IRF
570
IBM Retirement Fund
New York
$207K -$11K -89 -5%
CAS
571
Cascadia Advisory Services
Oregon
$205K +$205K +1,658 New
MC
572
Moors & Cabot
Massachusetts
$205K +$205K +1,670 New
OWD
573
Osborn Williams & Donohoe
Ohio
$204K
AWP
574
Ascent Wealth Partners
New York
$203K +$203K +1,645 New
MAP
575
Moody Aldrich Partners
Massachusetts
$203K +$203K +1,647 New