BR icon

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 %
PO
651
Private Ocean
California
$20K
OAJ
652
Ogorek Anthony Joseph
New York
$19K
M
653
MOTCO
Texas
$19K
SIC
654
Salem Investment Counselors
North Carolina
$19K
SSB
655
Sandy Spring Bank
Maryland
$19K
GCM
656
Gables Capital Management
Florida
$18K
CWP
657
CFM Wealth Partners
Texas
$18K
PFGIA
658
Patriot Financial Group Insurance Agency
Massachusetts
$17K
BFC
659
Bedel Financial Consulting
Indiana
$17K
LFG
660
Larson Financial Group
Missouri
$16K
ZB
661
Zions Bancorporation
Utah
$16K +$369 +3 +2%
VAIA
662
Virtus Alternative Investment Advisers
Connecticut
$15K -$14.1K -114 -49%
KTC
663
Kistler-Tiffany Companies
Pennsylvania
$15K +$9.23K +72 +160%
EWM
664
Endurance Wealth Management
Rhode Island
$13K
CHA
665
Carmichael Hill & Associates
Maryland
$13K
FWM
666
FSA Wealth Management
Massachusetts
$13K
MSE
667
MUFG Securities EMEA
United Kingdom
$12K -$4.29M -32,908 -100%
IBOK
668
Independence Bank of Kentucky
Kentucky
$12K
TWA
669
TCI Wealth Advisors
Arizona
$12K +$242 +2 +2%
VNA
670
Valley National Advisers
Pennsylvania
$12K +$4.93K +39 +70%
SL
671
Savior LLC
Massachusetts
$11K
CAL
672
Capital Analysts LLC
Pennsylvania
$11K
BWM
673
Baystate Wealth Management
Massachusetts
$10K -$26K -203 -72%
SLF
674
Sun Life Financial
Ontario, Canada
$9K -$132 -1 -1%
AWM
675
Apollon Wealth Management
South Carolina
$8K +$8K +66 New