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Broadridge

781 hedge funds and large institutions have $15.2B invested in Broadridge in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+43
Holders Change %
+5.83%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
101
Increased
267
Reduced
275
Closed
52
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
601
R.M. Davis Inc
Maine
$224K +$224K +1,463 New
SPC
602
Sigma Planning Corp
Michigan
$223K +$223K +1,453 New
OL
603
Optas LLC
Texas
$222K -$190K -1,241 -46%
GT
604
Glenmede Trust
Pennsylvania
$222K -$2.45K -16 -1%
SFSIG
605
San Francisco Sentry Investment Group
California
$222K
FWM
606
Foresight Wealth Management
Utah
$222K +$222K +1,452 New
VPIM
607
Vanguard Personalized Indexing Management
California
$219K +$219K +1,429 New
Bank Julius Baer & Co
608
Bank Julius Baer & Co
Switzerland
$219K +$219K +1,430 New
MCM
609
Murphy Capital Management
New Jersey
$218K +$218K +1,424 New
AWP
610
Ascent Wealth Partners
New York
$216K +$216K +1,409 New
FCI
611
Financial Counselors Inc
Kansas
$216K +$216K +1,413 New
CI
612
Conning Inc
Connecticut
$215K +$215K +1,404 New
Two Sigma Advisers
613
Two Sigma Advisers
New York
$214K -$1.51M -9,900 -88%
PWLP
614
Prio Wealth Limited Partnership
Massachusetts
$214K -$136K -887 -39%
YMRC
615
Yorktown Management & Research Company
Virginia
$214K +$214K +1,400 New
RIG
616
RiverFront Investment Group
Virginia
$213K +$213K +1,393 New
AII
617
AGF Investments Inc
Ontario, Canada
$212K -$198K -1,290 -48%
CICI
618
Capital Investment Counsel Inc
North Carolina
$211K +$211K +1,375 New
SCA
619
Snowden Capital Advisors
New York
$210K +$210K +1,371 New
HIC
620
Harvey Investment Company
Kentucky
$210K +$210K +1,368 New
WANY
621
Wealthspire Advisors (New York)
New York
$208K +$208K +1,356 New
AB
622
Atlas Brown
Kentucky
$207K +$207K +1,350 New
DC
623
Davenport & Co
Virginia
$207K +$207K +1,352 New
Lido Advisors
624
Lido Advisors
California
$207K +$207K +1,352 New
MGIA
625
Moneta Group Investment Advisors
Missouri
$206K +$206K +1,345 New