BR icon

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 %
PFS
601
Prospera Financial Services
Texas
$116K -$410K -3,105 -78%
BBHC
602
Brown Brothers Harriman & Co
New York
$114K +$1.98K +15 +2%
IA
603
IndexIQ Advisors
New York
$112K +$67.5K +513 +152%
Rockefeller Capital Management
604
Rockefeller Capital Management
New York
$110K +$10.3K +79 +10%
TCOV
605
Trust Company of Vermont
Vermont
$107K
WOC
606
West Oak Capital
California
$106K
CFGS
607
Concourse Financial Group Securities
Alabama
$106K +$24.2K +182 +30%
Acadian Asset Management
608
Acadian Asset Management
Massachusetts
$103K -$79.5K -599 -44%
WB
609
Webster Bank
Connecticut
$103K
TFA
610
Toth Financial Advisory
Virginia
$102K
WC
611
Wexford Capital
Florida
$95K +$95K +722 New
FHA
612
First Horizon Advisors
Tennessee
$92K -$36.6K -279 -28%
HDIM
613
Hanson & Doremus Investment Management
Vermont
$92K
IA
614
IFP Advisors
Florida
$90K -$113K -854 -56%
SAM
615
S.A. Mason
Michigan
$89K
CCA
616
Column Capital Advisors
Indiana
$82K
FHA
617
Flagship Harbor Advisors
Massachusetts
$79K -$13.4K -102 -14%
AAP
618
Arax Advisory Partners
Colorado
$76K +$27.6K +208 +57%
DZ Bank
619
DZ Bank
Germany
$75K
LWANC
620
Laurel Wealth Advisors (North Carolina)
North Carolina
$74K
CIA
621
CSat Investment Advisory
Michigan
$74K +$1.73K +13 +2%
MA
622
MUFG Americas
New York
$71K
AW
623
Alpha Windward
Massachusetts
$68K
HCM
624
Highlander Capital Management
New Jersey
$66K
C
625
Cerebellum
California
$66K +$66K +498 New