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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 %
CWC
576
Carolinas Wealth Consulting
North Carolina
$235K +$234K +1,767 +44,175%
IMRF
577
Illinois Municipal Retirement Fund
Illinois
$235K +$235K +1,777 New
RCM
578
Radnor Capital Management
Pennsylvania
$235K +$235K +1,778 New
MSR
579
Main Street Research
Connecticut
$233K +$9.92K +75 +4%
MCM
580
MAI Capital Management
Ohio
$230K +$7.26K +55 +3%
FAIM
581
Financial Advocates Investment Management
Washington
$226K +$226K +1,709 New
CRC
582
Curi RMB Capital
Illinois
$222K +$222K +1,677 New
MC
583
Moors & Cabot
Massachusetts
$221K -$38.2K -290 -15%
CCP
584
Corient Capital Partners
California
$216K -$28.9K -219 -12%
PA
585
Profund Advisors
Maryland
$215K -$2.65K -20 -1%
SB
586
Simmons Bank
Arkansas
$213K -$202K -1,529 -49%
AIM
587
Arcadia Investment Management
Michigan
$211K
SBH
588
Segall Bryant & Hamill
Illinois
$201K -$1.91M -14,538 -90%
PA
589
Pinnacle Associates
New York
$201K +$201K +1,522 New
GT
590
Glenmede Trust
Pennsylvania
$193K +$3.16K +24 +2%
EP
591
Eudaimonia Partners
Tennessee
$193K +$66.1K +502 +52%
SFSIG
592
San Francisco Sentry Investment Group
California
$192K -$1.32K -10 -0.7%
S
593
SignatureFD
Georgia
$185K +$31.1K +235 +20%
PCM
594
Prelude Capital Management
New York
$171K +$128K +973 +301%
WEC
595
Winslow Evans & Crocker
Massachusetts
$165K -$1.97K -15 -1%
LJHT
596
Laurie J. Hall Trustee
$165K +$165K +1,250 New
LS
597
Livforsakringsbolaget Skandia
Sweden
$158K
CH
598
Canton Hathaway
Rhode Island
$150K +$150K +1,136 New
AIM
599
AIA Investment Management
Singapore
$122K +$23.8K +180 +24%
CI
600
CX Institutional
Indiana
$121K +$2.64K +20 +2%