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Broadridge

749 hedge funds and large institutions have $12.2B invested in Broadridge in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 257 increasing their positions, 214 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+61
Holders Change %
+8.87%
% of All Funds
14.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
128
Increased
257
Reduced
214
Closed
55
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.08M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
601
FORA Capital
Florida
$120K +$120K +972 New
VIM
602
Veritas Investment Management
United Kingdom
$113K
PVH
603
Psagot Value Holdings
Israel
$111K
KPW
604
Kore Private Wealth
New York
$111K +$111K +901 New
LC
605
Lindbrook Capital
California
$110K -$16.3K -132 -13%
CI
606
CX Institutional
Indiana
$109K -$8.54K -69 -7%
CF
607
Centaurus Financial
California
$108K +$108K +875 New
MA
608
MUFG Americas
New York
$106K
WB
609
Webster Bank
Connecticut
$104K
SIC
610
Samalin Investment Counsel
New York
$101K +$101K +822 New
WOC
611
West Oak Capital
California
$99K
WEC
612
Winslow Evans & Crocker
Massachusetts
$98K +$4.31K +34 +5%
CFGS
613
Concourse Financial Group Securities
Alabama
$96K +$31.3K +251 +48%
TFA
614
Toth Financial Advisory
Virginia
$95K
HPC
615
HM Payson & Co
Maine
$88K
HDIM
616
Hanson & Doremus Investment Management
Vermont
$86K
Rockefeller Capital Management
617
Rockefeller Capital Management
New York
$86K +$5.41K +44 +7%
SAM
618
S.A. Mason
Michigan
$83K +$83K +675 New
AIM
619
AIA Investment Management
Singapore
$75K +$45.1K +364 +151%
GDP
620
Great Diamond Partners
Maine
$74K +$74K +600 New
IUHSA
621
Itau Unibanco Holding S.A.
Brazil
$72K +$72K +583 New
PCG
622
Private Capital Group
Connecticut
$69K -$2.35K -19 -3%
LWANC
623
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K
FHA
624
Flagship Harbor Advisors
Massachusetts
$66K +$124 +1 +0.2%
HCM
625
Highlander Capital Management
New Jersey
$62K