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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 %
AIM
576
Anchor Investment Management
South Carolina
$275K
VCM
577
Vivaldi Capital Management
Illinois
$273K
AIM
578
Arcadia Investment Management
Michigan
$269K
PFO
579
Pathstone Family Office
New Jersey
$269K +$17.6K +105 +7%
HCM
580
Hudson Capital Management
New Jersey
$267K -$16.7K -100 -6%
XT
581
XTX Topco
Cayman Islands
$265K +$265K +1,589 New
BU
582
BBVA USA
Alabama
$264K -$88.2K -529 -25%
AIP
583
Ameritas Investment Partners
Nebraska
$264K
AWP
584
Ascent Wealth Partners
New York
$262K +$1.5K +9 +0.6%
First Manhattan
585
First Manhattan
New York
$261K
EI
586
Ethic Inc
New York
$261K +$261K +1,564 New
BA
587
Bridgewater Associates
Connecticut
$257K +$257K +1,543 New
S
588
SignatureFD
Georgia
$256K -$1.17K -7 -0.5%
MAM
589
Meeder Asset Management
Ohio
$256K +$33.2K +199 +15%
WTB
590
Washington Trust Bank
Washington
$255K +$255K +1,532 New
CWC
591
Carolinas Wealth Consulting
North Carolina
$254K -$32.6K -195 -11%
SLWA
592
San Luis Wealth Advisors
California
$253K +$253K +1,518 New
GG
593
Gofen & Glossberg
Illinois
$252K
UH
594
Unigestion Holding
Switzerland
$252K +$252K +1,494 New
PPW
595
Pasadena Private Wealth
California
$250K
BCMO
596
Buckingham Capital Management (Ohio)
Ohio
$250K
GT
597
Glenmede Trust
Pennsylvania
$248K -$1.82K -11 -0.7%
MC
598
Moors & Cabot
Massachusetts
$247K -$9.35K -57 -4%
PA
599
Procyon Advisors
Connecticut
$246K
GWSG
600
GPS Wealth Strategies Group
Colorado
$246K +$30.9K +185 +14%