BR icon

Broadridge

782 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
626
Aries Wealth Management
Maine
$213K
PCA
627
Personal Capital Advisors
California
$212K -$167 -1 -0.1%
OCM
628
Orser Capital Management
Texas
$210K
BHBT
629
Burke & Herbert Bank & Trust
Virginia
$210K
EFM
630
E Fund Management
China
$209K +$209K +1,252 New
LJHT
631
Laurie J. Hall Trustee
$208K
PP
632
Patron Partners
Texas
$200K +$200K +1,204 New
KFI
633
Key Financial Inc
Pennsylvania
$193K
CI
634
CX Institutional
Indiana
$181K +$2K +12 +1%
CFGS
635
Concourse Financial Group Securities
Alabama
$180K +$19.5K +117 +12%
FGAM
636
Financial Gravity Asset Management
Texas
$171K -$380K -60 -69%
AII
637
AGF Investments Inc
Ontario, Canada
$167K -$27.4K -164 -14%
WA
638
WestEnd Advisors
North Carolina
$166K -$161K
SIM
639
Sentry Investment Management
Wisconsin
$165K +$150K +904 +1,027%
Bank Julius Baer & Co
640
Bank Julius Baer & Co
Switzerland
$162K -$21.5K -129 -12%
HCP
641
Hexagon Capital Partners
Arkansas
$155K -$1.83K -11 -1%
Federated Hermes
642
Federated Hermes
Pennsylvania
$153K -$2.9M -17,368 -95%
DZ Bank
643
DZ Bank
Germany
$130K +$130K +772 New
SBL
644
Sargent Bickham Lagudis
Colorado
$129K
TFA
645
Toth Financial Advisory
Virginia
$128K
AAP
646
Arax Advisory Partners
Colorado
$119K +$1.66K +10 +1%
HDIM
647
Hanson & Doremus Investment Management
Vermont
$117K
NR
648
Newfound Research
Massachusetts
$117K +$26.2K +157 +29%
SAM
649
S.A. Mason
Michigan
$112K
WTC
650
WhitTier Trust Company
Nevada
$109K