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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 %
CCP
551
Corient Capital Partners
California
$234K +$234K +1,858 New
MFG
552
Magnus Financial Group
New York
$232K +$232K +1,840 New
APWM
553
Atlas Private Wealth Management
New York
$229K +$15.9K +126 +7%
MIM
554
Marco Investment Management
Georgia
$227K +$227K +1,800 New
SP
555
Symmetry Partners
Connecticut
$226K -$90.1K -715 -28%
RIM
556
Rampart Investment Management
Connecticut
$226K +$111K +880 +97%
MCM
557
MAI Capital Management
Ohio
$213K +$213K +1,687 New
MSR
558
Main Street Research
Connecticut
$213K +$213K +1,687 New
MFG
559
Menard Financial Group
Texas
$210K +$210K +1,666 New
PA
560
Profund Advisors
Maryland
$208K +$208K +1,645 New
OL
561
Optas LLC
Texas
$205K -$110K -873 -35%
VFA
562
Voya Financial Advisors
Connecticut
$204K +$204K +1,624 New
AIM
563
Arcadia Investment Management
Michigan
$202K
BMM
564
Buffington Mohr McNeal
Idaho
$201K +$201K +1,590 New
HS
565
Haafor (Singapore)
Singapore
$200K +$200K +1,587 New
IA
566
IFP Advisors
Florida
$195K -$11.1K -87 -5%
SBSB
567
Sullivan, Bruyette, Speros & Blaney
Virginia
$189K +$189K +1,496 New
SFSIG
568
San Francisco Sentry Investment Group
California
$185K -$3.79K -30 -2%
GT
569
Glenmede Trust
Pennsylvania
$181K +$11.9K +95 +7%
Acadian Asset Management
570
Acadian Asset Management
Massachusetts
$174K +$42.8K +338 +33%
WEC
571
Winslow Evans & Crocker
Massachusetts
$161K +$11K +87 +7%
TRCT
572
Tower Research Capital (TRC)
New York
$154K -$681K -5,406 -82%
LS
573
Livforsakringsbolaget Skandia
Sweden
$151K
S
574
SignatureFD
Georgia
$147K +$15.8K +125 +12%
CAN
575
Cetera Advisor Networks
California
$128K +$128K +1,013 New