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Broadridge

695 hedge funds and large institutions have $9.34B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-54
Holders Change %
-7.21%
% of All Funds
15.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
62
Increased
270
Reduced
237
Closed
107
Calls
$23.9M
Puts
$64.1M
Net Calls
-$40.2M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SL
651
Savior LLC
Massachusetts
$8K -$5.75K -64 -42%
CAL
652
Capital Analysts LLC
Pennsylvania
$8K
CCM
653
Covington Capital Management
California
$8K
OIA
654
Optimum Investment Advisors
Illinois
$7K -$13.9K -155 -67%
TF
655
TimeScale Financial
Massachusetts
$7K
SLF
656
Sun Life Financial
Ontario, Canada
$7K +$101 +1 +1%
CHC
657
City Holding Co
West Virginia
$6K
KTC
658
Kistler-Tiffany Companies
Pennsylvania
$6K
CFA
659
Carroll Financial Associates
North Carolina
$6K
FGAM
660
Financial Gravity Asset Management
Texas
$6K -$5.33K -341 -47%
FAM
661
Fred Alger Management
New York
$5K -$13.9K -136 -74%
SNT
662
Security National Trust
West Virginia
$5K -$4.55K -50 -48%
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$5K
DAM
664
Delta Asset Management
Tennessee
$5K
ME
665
McIlrath & Eck
Washington
$5K
CA
666
Centerpoint Advisors
Massachusetts
$5K
EWM
667
EPG Wealth Management
Georgia
$5K +$94 +1 +2%
VNA
668
Valley National Advisers
Pennsylvania
$5K +$5K +56 New
EARNEST Partners
669
EARNEST Partners
Georgia
$4K
IA
670
IndexIQ Advisors
New York
$4K
SIAS
671
Shine Investment Advisory Services
Colorado
$4K
SFG
672
Sowa Financial Group
Rhode Island
$4K
EFSCE
673
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.31K +26 +137%
SQA
674
Simon Quick Advisors
New Jersey
$4K +$2.61K +28 +187%
MIFH
675
Migdal Insurance & Financial Holdings
Israel
$3K -$89.6K -956 -97%