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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 %
WEC
626
Winslow Evans & Crocker
Massachusetts
$202K +$10.4K +68 +5%
GG
627
Gofen & Glossberg
Illinois
$201K +$201K +1,310 New
ZB
628
Zions Bancorporation
Utah
$198K +$174K +1,135 +732%
S
629
SignatureFD
Georgia
$193K -$20.6K -135 -10%
LJHT
630
Laurie J. Hall Trustee
$192K
LS
631
Livforsakringsbolaget Skandia
Sweden
$184K
DZ Bank
632
DZ Bank
Germany
$181K +$94.2K +619 +109%
ST
633
Smithfield Trust
Pennsylvania
$180K +$122K +793 +208%
KFI
634
Key Financial Inc
Pennsylvania
$177K +$177K +1,156 New
CI
635
CX Institutional
Indiana
$146K +$5.37K +35 +4%
SBSB
636
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K +$138K +902 New
BBHC
637
Brown Brothers Harriman & Co
New York
$131K -$1.07K -7 -0.8%
CFGS
638
Concourse Financial Group Securities
Alabama
$131K +$8.16K +53 +7%
NR
639
Newfound Research
Massachusetts
$131K +$92.4K +603 +239%
TCOV
640
Trust Company of Vermont
Vermont
$129K +$3.7K +24 +3%
PWM
641
Perigon Wealth Management
California
$127K +$127K +830 New
Capstone Investment Advisors
642
Capstone Investment Advisors
New York
$125K +$125K +813 New
Rockefeller Capital Management
643
Rockefeller Capital Management
New York
$124K -$3.49K -23 -3%
TFA
644
Toth Financial Advisory
Virginia
$118K
SBL
645
Sargent Bickham Lagudis
Colorado
$118K +$118K +773 New
AS
646
Altshuler Shaham
Israel
$109K +$101K +661 +1,271%
HDIM
647
Hanson & Doremus Investment Management
Vermont
$107K
SAM
648
S.A. Mason
Michigan
$103K
PA
649
Parallel Advisors
California
$99K +$31.9K +209 +48%
CCA
650
Column Capital Advisors
Indiana
$95K +$459 +3 +0.5%