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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 %
CG
626
Cutler Group
California
$61K -$208K -1,700 -77%
LWA
627
Lowe Wealth Advisors
Maryland
$61K
OPS
628
Orion Portfolio Solutions
Nebraska
$60K +$60K +488 New
CIA
629
CSat Investment Advisory
Michigan
$58K +$12.1K +97 +26%
CCA
630
Column Capital Advisors
Indiana
$56K +$56K +461 New
Walleye Trading
631
Walleye Trading
New York
$55K +$55K +446 New
RFA
632
Reilly Financial Advisors
California
$54K
WT
633
Whittier Trust
California
$54K +$29.5K +241 +121%
AIS
634
Accurate Investment Solutions
Pennsylvania
$53K
AW
635
Alpha Windward
Massachusetts
$53K
DWA
636
Dougherty Wealth Advisers
Minnesota
$50K
SF
637
Synovus Financial
Georgia
$50K
AF
638
Advisornet Financial
Minnesota
$50K +$50K +408 New
1832 Asset Management
639
1832 Asset Management
Ontario, Canada
$49K -$39.8K -325 -45%
ST
640
Smithfield Trust
Pennsylvania
$49K
GAM
641
Gemmer Asset Management
California
$48K
AP
642
Advisors Preferred
Maryland
$45K +$45K +363 New
CFG
643
Citizens Financial Group
Rhode Island
$45K +$45K +366 New
PB
644
Pinnacle Bancorp
Nebraska
$44K
GWS
645
Glassman Wealth Services
Virginia
$43K
GLI
646
Guardian Life Insurance
New York
$42K
BWM
647
Baystate Wealth Management
Massachusetts
$42K +$125 +1 +0.3%
ZB
648
Zions Bancorporation
Utah
$41K
GWM
649
Geneos Wealth Management
Colorado
$41K +$122 +1 +0.3%
MAM
650
Marquette Asset Management
Minnesota
$37K