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Broadridge

768 hedge funds and large institutions have $15.3B invested in Broadridge in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $21M | Put options by funds: $13M

15% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 255

0.72% more ownership

Funds ownership: 86.34%87.06% (+0.72%)

1% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$108M)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 784768 (-16)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
768
Holders Change
-16
Holders Change %
-2.04%
% of All Funds
13.49%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
67
Increased
293
Reduced
255
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
576
First Manhattan
New York
$240K -$259K -1,751 -53%
AAS
577
Avantax Advisory Services
Texas
$240K -$53.8K -364 -19%
MC
578
Moors & Cabot
Massachusetts
$240K -$16.2K -110 -7%
TI
579
Tidal Investments
Wisconsin
$240K +$231K +1,567 New
EFM
580
E Fund Management
China
$240K +$232K +1,570 New
RJT
581
Raymond James Trust
Florida
$235K -$49.6K -336 -18%
SAM
582
Strategy Asset Managers
California
$231K -$1.48K -10 -0.7%
GG
583
Gofen & Glossberg
Illinois
$231K +$29.5K +200 +15%
BCMO
584
Buckingham Capital Management (Ohio)
Ohio
$230K
PPW
585
Pasadena Private Wealth
California
$230K
KeyBank National Association
586
KeyBank National Association
Ohio
$229K +$3.69K +25 +2%
PA
587
Procyon Advisors
Connecticut
$226K -$83.1K -563 -28%
FBT
588
First Bank & Trust
South Dakota
$226K -$33.7K -228 -13%
Simplex Trading
589
Simplex Trading
Illinois
$226K +$218K +1,478 New
6M
590
6 Meridian
Kansas
$225K +$217K +1,469 New
SVWAG
591
Sound View Wealth Advisors Group
Georgia
$224K
GT
592
Glenmede Trust
Pennsylvania
$224K +$2.07K +14 +1%
FWM
593
Foresight Wealth Management
Utah
$222K
OL
594
Optas LLC
Texas
$221K -$1.33K -9 -0.6%
AWP
595
Ascent Wealth Partners
New York
$221K +$4.87K +33 +2%
SFSIG
596
San Francisco Sentry Investment Group
California
$220K -$1.92K -13 -0.9%
MAP
597
Moody Aldrich Partners
Massachusetts
$219K +$212K +1,433 New
PA
598
Pinnacle Associates
New York
$216K -$14.8K -100 -7%
RWA
599
River Wealth Advisors
Pennsylvania
$216K +$208K +1,409 New
PWLP
600
Prio Wealth Limited Partnership
Massachusetts
$213K -$1.48K -10 -0.7%