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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 %
LWA
601
Lowe Wealth Advisors
Maryland
$62K
PB
602
Pinnacle Bancorp
Nebraska
$60K +$15.1K +119 +34%
BCWM
603
Bartlett & Co Wealth Management
Ohio
$57.7K
BC
604
Bartlett & Co
Ohio
$57K
GWM
605
Geneos Wealth Management
Colorado
$56K +$11K +88 +24%
CFG
606
Citizens Financial Group
Rhode Island
$55K -$62.8K -498 -53%
RFA
607
Reilly Financial Advisors
California
$55K
AIM
608
Anchor Investment Management
South Carolina
$51.7K
SF
609
Synovus Financial
Georgia
$51K -$35.3K -278 -41%
OPS
610
Orion Portfolio Solutions
Nebraska
$51K -$6.25K -50 -11%
DWA
611
Dougherty Wealth Advisers
Minnesota
$51K
AF
612
Advisornet Financial
Minnesota
$50K
JCM
613
Jacobi Capital Management
Pennsylvania
$48K +$255 +2 +0.5%
BL
614
Balentine LLC
Georgia
$48K +$1.14K +9 +2%
AAP
615
Arax Advisory Partners
Colorado
$46K +$126 +1 +0.3%
AWA
616
Arkadios Wealth Advisors
Georgia
$44.4K +$44.4K +350 New
FMP
617
Financial Management Professionals
Texas
$44K +$44K +350 New
IA
618
IndexIQ Advisors
New York
$43K +$37.9K +298 +745%
GWS
619
Glassman Wealth Services
Virginia
$42K -$4.44K -35 -10%
PCM
620
Prelude Capital Management
New York
$41K +$41K +323 New
GAM
621
Gemmer Asset Management
California
$39K
MAM
622
Marquette Asset Management
Minnesota
$38K
CTB
623
Country Trust Bank
Illinois
$38K
RBC
624
Roble Belko & Company
Pennsylvania
$37K
CFN
625
Cordasco Financial Network
Florida
$37K +$25.2K +200 +213%