BR icon

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 %
FHA
576
First Horizon Advisors
Tennessee
$123K -$12K -96 -9%
EP
577
Eudaimonia Partners
Tennessee
$122K +$122K +963 New
VIM
578
Veritas Investment Management
United Kingdom
$115K
CI
579
CX Institutional
Indiana
$113K +$10.2K +81 +10%
BBHC
580
Brown Brothers Harriman & Co
New York
$107K -$164K -1,302 -61%
TCOV
581
Trust Company of Vermont
Vermont
$103K -$55.9K -442 -35%
WOC
582
West Oak Capital
California
$101K
WB
583
Webster Bank
Connecticut
$98K -$8.19K -65 -8%
TFA
584
Toth Financial Advisory
Virginia
$97K
Rockefeller Capital Management
585
Rockefeller Capital Management
New York
$96K -$10.6K -84 -10%
PHK
586
Point72 Hong Kong
Hong Kong
$95K +$95K +756 New
AIM
587
AIA Investment Management
Singapore
$94K +$17.5K +138 +23%
HDIM
588
Hanson & Doremus Investment Management
Vermont
$88K
FHA
589
Flagship Harbor Advisors
Massachusetts
$88K +$25.5K +204 +41%
SAM
590
S.A. Mason
Michigan
$85K
AF
591
Allworth Financial
California
$78K
CFGS
592
Concourse Financial Group Securities
Alabama
$78K +$1.9K +15 +2%
CCA
593
Column Capital Advisors
Indiana
$77K +$7.97K +64 +12%
DZ Bank
594
DZ Bank
Germany
$72K
LWANC
595
Laurel Wealth Advisors (North Carolina)
North Carolina
$70K
MA
596
MUFG Americas
New York
$68K -$40.5K -322 -37%
CIA
597
CSat Investment Advisory
Michigan
$68K +$6.9K +55 +11%
AW
598
Alpha Windward
Massachusetts
$65K +$11.6K +92 +22%
HPC
599
HM Payson & Co
Maine
$64K
HCM
600
Highlander Capital Management
New Jersey
$63K