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Broadridge

782 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
651
Centaurus Financial
California
$104K
PCM
652
Penserra Capital Management
California
$101K +$9.39K +57 +10%
DCM
653
Dupont Capital Management
Delaware
$100K -$97.3K -587 -49%
MA
654
MUFG Americas
New York
$90K
LWANC
655
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K
PA
656
Parallel Advisors
California
$84K +$7.97K +48 +10%
WOC
657
West Oak Capital
California
$83K
HCM
658
Highlander Capital Management
New Jersey
$83K
BCWM
659
Bartlett & Co Wealth Management
Ohio
$82.3K +$10.4K +62 +14%
LWA
660
Lowe Wealth Advisors
Maryland
$82K
BC
661
Bartlett & Co
Ohio
$82K +$10.3K +62 +14%
T
662
TOBAM
France
$78K +$14.1K +85 +22%
BFG
663
Baron Financial Group
New Jersey
$73.8K
CWP
664
Concord Wealth Partners
Virginia
$72K -$122K -731 -63%
Acadian Asset Management
665
Acadian Asset Management
Massachusetts
$72K
AS
666
Altshuler Shaham
Israel
$71K -$1.67K -10 -2%
DWA
667
Dougherty Wealth Advisers
Minnesota
$67K
ST
668
Smithfield Trust
Pennsylvania
$67K
SOW
669
State of Wyoming
Wyoming
$65K +$65K +389 New
JCM
670
Jacobi Capital Management
Pennsylvania
$64K -$16.7K -101 -21%
CLOS
671
Compagnie Lombard Odier SCmA
Switzerland
$62K
PB
672
Pinnacle Bancorp
Nebraska
$59K
GWS
673
Glassman Wealth Services
Virginia
$58K +$831 +5 +1%
CCA
674
Column Capital Advisors
Indiana
$57K -$6.32K -38 -10%
EBA
675
Eagle Bay Advisors
New York
$57K +$56.7K +340 +17,000%