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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 %
BL
651
Balentine LLC
Georgia
$37K
RBC
652
Roble Belko & Company
Pennsylvania
$36K
Fuller & Thaler Asset Management
653
Fuller & Thaler Asset Management
California
$35K
VCM
654
Vigilant Capital Management
Maine
$35K +$35K +280 New
MAM
655
Meeder Asset Management
Ohio
$31K -$138K -1,120 -82%
SBL
656
Sargent Bickham Lagudis
Colorado
$31K +$31K +250 New
JSC
657
Jackson Square Capital
California
$30K +$30K +242 New
OIA
658
Optimum Investment Advisors
Illinois
$29K
TL
659
TrueWealth LLC
Georgia
$29K
HWM
660
HighMark Wealth Management
Minnesota
$29K +$29K +235 New
TRCT
661
Tower Research Capital (TRC)
New York
$28K -$443K -3,573 -94%
HR
662
Howe & Rusling
New York
$28K
TCM
663
Tradewinds Capital Management
Washington
$25K
BCA
664
Berman Capital Advisors
Georgia
$25K +$123 +1 +0.5%
WTC
665
WhitTier Trust Company
Nevada
$25K +$14.9K +119 +147%
APWM
666
Atlas Private Wealth Management
New York
$25K +$25K +200 New
BCWM
667
Bartlett & Co Wealth Management
Ohio
$24.8K
FPB
668
First PREMIER Bank
South Dakota
$24K
FAM
669
Fred Alger Management
New York
$23K
GRP
670
Global Retirement Partners
California
$23K +$6.84K +55 +42%
IRC
671
Investors Research Corp
Georgia
$22K
OSAM
672
O'Shaughnessy Asset Management
Connecticut
$21K -$2.46M -20,032 -99%
MCM
673
MV Capital Management
Maryland
$21K -$4.59K -38 -18%
PO
674
Private Ocean
California
$21K
EI
675
Ellevest Inc
New York
$21K +$21K +167 New