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Broadridge

781 hedge funds and large institutions have $15.2B invested in Broadridge in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+43
Holders Change %
+5.83%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
101
Increased
267
Reduced
275
Closed
52
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
651
Arax Advisory Partners
Colorado
$95K +$7.5K +49 +9%
CAAS
652
Capital Asset Advisory Services
Michigan
$92K +$92K +599 New
PWPS
653
Pinnacle Wealth Planning Services
Ohio
$89K +$89K +579 New
Walleye Trading
654
Walleye Trading
New York
$88K +$88K +572 New
FHA
655
First Horizon Advisors
Tennessee
$85K -$21.7K -143 -20%
LWANC
656
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
657
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$84K +$84K +547 New
MA
658
MUFG Americas
New York
$83K +$459 +3 +0.6%
WOC
659
West Oak Capital
California
$77K -$46.2K -300 -38%
IA
660
IFP Advisors
Florida
$77K -$27.7K -180 -26%
HCM
661
Highlander Capital Management
New Jersey
$77K
LWA
662
Lowe Wealth Advisors
Maryland
$75K
WTC
663
WhitTier Trust Company
Nevada
$74K +$12.6K +82 +21%
BFG
664
Baron Financial Group
New Jersey
$67.9K
RFA
665
Reilly Financial Advisors
California
$67K
BCWM
666
Bartlett & Co Wealth Management
Ohio
$66.1K -$3.84K -25 -5%
BC
667
Bartlett & Co
Ohio
$66K -$3.84K -25 -5%
GWM
668
Geneos Wealth Management
Colorado
$65K -$1.18K -8 -2%
DWA
669
Dougherty Wealth Advisers
Minnesota
$62K
T
670
TOBAM
France
$59K
VCG
671
Vantage Consulting Group
Virginia
$55K +$55K +359 New
PB
672
Pinnacle Bancorp
Nebraska
$54K
JCM
673
Jacobi Capital Management
Pennsylvania
$54K +$3.39K +22 +7%
GWS
674
Glassman Wealth Services
Virginia
$51K +$458 +3 +0.9%
EI
675
Ellevest Inc
New York
$49K +$45.3K +297 +1,238%