BR icon

Broadridge

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Fuller & Thaler Asset Management
651
Fuller & Thaler Asset Management
California
$37K
FMP
652
Financial Management Professionals
Texas
$36K -$10.5K -79 -23%
FFA
653
Founders Financial Alliance
North Carolina
$36K +$36K +255 New
NR
654
Newfound Research
Massachusetts
$33K +$33K +252 New
BCA
655
Berman Capital Advisors
Georgia
$32K
CFD
656
Creative Financial Designs
Indiana
$32K
AssetMark Inc
657
AssetMark Inc
California
$32K
JSC
658
Jackson Square Capital
California
$32K
PO
659
Private Ocean
California
$32K +$10.5K +80 +49%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$31K -$1.22K -9 -4%
OIA
661
Optimum Investment Advisors
Illinois
$31K
HWM
662
HighMark Wealth Management
Minnesota
$31K +$130 +1 +0.4%
IAS
663
IMA Advisory Services
Colorado
$31K +$9.55K +73 +45%
HR
664
Howe & Rusling
New York
$30K
MAM
665
Meeder Asset Management
Ohio
$30K +$131 +1 +0.4%
SIC
666
Salem Investment Counselors
North Carolina
$30K +$10K +75 +50%
LC
667
Lindbrook Capital
California
$26K -$910 -7 -3%
TCM
668
Tradewinds Capital Management
Washington
$26K
FPB
669
First PREMIER Bank
South Dakota
$26K
PCM
670
Penserra Capital Management
California
$26K +$3.06K +24 +13%
RA
671
Rational Advisors
New York
$25K -$586K -4,336 -96%
GRP
672
Global Retirement Partners
California
$24K
BWM
673
BNC Wealth Management
Oregon
$24K +$24K +182 New
AWM
674
Avior Wealth Management
Nebraska
$23K
MCM
675
MV Capital Management
Maryland
$23K