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Broadridge

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
551
Wellington Management Group
Massachusetts
$286K -$1.32K -10 -0.5%
IFS
552
Ifrah Financial Services
Arkansas
$283K +$3.43K +26 +1%
FC
553
FORA Capital
Florida
$277K -$320K -2,428 -54%
QT
554
Quantamental Technologies
New York
$277K +$277K +2,102 New
QI
555
QS Investors
New York
$275K -$3.18K -24 -1%
FBT
556
First Bank & Trust
South Dakota
$273K -$181K -1,372 -40%
PA
557
Procyon Advisors
Connecticut
$270K
EWM
558
Evercore Wealth Management
New York
$269K +$1.19K +9 +0.4%
TCBWMS
559
Texas Capital Bank Wealth Management Services
Texas
$265K -$3.96K -30 -1%
RJT
560
Raymond James Trust
Florida
$264K +$1.58K +12 +0.6%
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$263K
AA
562
ALPS Advisors
Colorado
$263K +$263K +1,990 New
TMAM
563
Tokio Marine Asset Management
Japan
$257K +$257K +1,942 New
AFG
564
Albion Financial Group
Utah
$256K
AAM
565
AMI Asset Management
California
$253K -$107K -813 -30%
SCM
566
Spreng Capital Management
Ohio
$252K -$33K -250 -12%
HCM
567
Hudson Capital Management
New Jersey
$251K -$33.8K -256 -12%
CT
568
Chicago Trust
Illinois
$246K -$11.9K -90 -5%
AT
569
Arden Trust
Delaware
$243K -$99.1K -753 -29%
VCM
570
Vivaldi Capital Management
Illinois
$241K -$73.4K -500 -23%
AMIM
571
Aull & Monroe Investment Management
Alabama
$239K -$32.9K -250 -12%
MIM
572
Marco Investment Management
Georgia
$238K
QP
573
Quilter Plc
United Kingdom
$238K +$238K +1,806 New
AIP
574
Ameritas Investment Partners
Nebraska
$236K -$17.7K -134 -7%
MFG
575
Menard Financial Group
Texas
$236K +$16.1K +122 +7%