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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 %
ST
626
Smithfield Trust
Pennsylvania
$36K -$21.9K -174 -38%
Fuller & Thaler Asset Management
627
Fuller & Thaler Asset Management
California
$35K
WTC
628
WhitTier Trust Company
Nevada
$32K -$6.15K -49 -16%
AssetMark Inc
629
AssetMark Inc
California
$31K -$190K -1,499 -86%
JSC
630
Jackson Square Capital
California
$31K
BCA
631
Berman Capital Advisors
Georgia
$31K +$6K +48 +24%
CFD
632
Creative Financial Designs
Indiana
$31K +$31K +244 New
PCG
633
Private Capital Group
Connecticut
$30K -$26.7K -207 -47%
HWM
634
HighMark Wealth Management
Minnesota
$30K +$252 +2 +0.8%
PFBT
635
Parkside Financial Bank & Trust
Missouri
$30K +$3.53K +28 +13%
HR
636
Howe & Rusling
New York
$29K
TL
637
TrueWealth LLC
Georgia
$29K
MAM
638
Meeder Asset Management
Ohio
$29K +$890 +7 +3%
OIA
639
Optimum Investment Advisors
Illinois
$29K +$19.3K +155 +199%
LC
640
Lindbrook Capital
California
$26K -$25.1K -200 -49%
TCM
641
Tradewinds Capital Management
Washington
$25K
FPB
642
First PREMIER Bank
South Dakota
$25K
GRP
643
Global Retirement Partners
California
$23K
MCM
644
MV Capital Management
Maryland
$22K
AWM
645
Avior Wealth Management
Nebraska
$22K
IRC
646
Investors Research Corp
Georgia
$22K
HGWM
647
Harvest Group Wealth Management
Massachusetts
$22K
PCM
648
Penserra Capital Management
California
$22K +$4.28K +35 +24%
LWA
649
Lenox Wealth Advisors
New York
$21K -$3.09K -25 -13%
IAS
650
IMA Advisory Services
Colorado
$21K