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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 %
Lido Advisors
551
Lido Advisors
California
$332K +$2.66K +16 +0.8%
AFG
552
Albion Financial Group
Utah
$329K
IC
553
IEQ Capital
California
$329K +$97K +582 +42%
E
554
Ergoteles
New York
$323K -$642K -3,851 -67%
PAMP
555
Polar Asset Management Partners
Ontario, Canada
$319K +$319K +1,917 New
BBA
556
Braun-Bostich & Associates
Pennsylvania
$318K -$2.17K -13 -0.7%
CM
557
Capula Management
Cayman Islands
$315K +$93.7K +562 +42%
BF
558
BOK Financial
Oklahoma
$314K +$314K +1,885 New
RCM
559
Radnor Capital Management
Pennsylvania
$312K
AAM
560
AMI Asset Management
California
$311K -$8.82K -53 -3%
SCM
561
Spreng Capital Management
Ohio
$311K
GCP
562
GSA Capital Partners
United Kingdom
$311K +$311K +1,866 New
MFW
563
Meristem Family Wealth
Minnesota
$304K +$304K +1,826 New
MAFM
564
Mid Atlantic Financial Management
Pennsylvania
$302K -$11.3K -68 -4%
DC
565
Davenport & Co
Virginia
$302K +$13.3K +80 +5%
MIM
566
Marco Investment Management
Georgia
$300K
AMIM
567
Aull & Monroe Investment Management
Alabama
$298K
PAS
568
Park Avenue Securities
New York
$297K +$167 +1 +0.1%
CCP
569
Corient Capital Partners
California
$296K +$5.99K +36 +2%
KeyBank National Association
570
KeyBank National Association
Ohio
$292K +$43.9K +264 +18%
IAN
571
Integrated Advisors Network
Texas
$292K +$77.4K +464 +36%
ONB
572
Old National Bancorp
Indiana
$290K -$17.7K -106 -6%
MFG
573
Menard Financial Group
Texas
$288K +$666 +4 +0.2%
Vontobel Holding
574
Vontobel Holding
Switzerland
$278K
PA
575
Profund Advisors
Maryland
$277K +$1.5K +9 +0.5%