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Broadridge

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EIM
676
Essex Investment Management
Massachusetts
$2K
TFO
677
Tarbox Family Office
California
$2K
VCM
678
Versant Capital Management
Arizona
$2K
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
LWM
680
Lenox Wealth Management
Ohio
$2K
PCTC
681
Perkins Coie Trust Company
Washington
$2K
CFD
682
Creative Financial Designs
Indiana
$2K +$2K +19 New
CBT
683
Central Bank & Trust
Kentucky
$2K +$2K +20 New
LWM
684
Liberty Wealth Management
California
$1K
PWP
685
Personal Wealth Partners
Minnesota
$1K +$1K +7 New
GT
686
Glenmede Trust
Pennsylvania
$408
UIM
687
USS Investment Management
United Kingdom
-$87.3M -684,268 Closed
DIA
688
Dana Investment Advisors
Wisconsin
-$12M -93,966 Closed
Arrowstreet Capital
689
Arrowstreet Capital
Massachusetts
-$8.57M -67,101 Closed
Twin Tree Management
690
Twin Tree Management
Texas
-$8.19M -64,158 Closed
AIMCA
691
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$4.16M -32,600 Closed
Citadel Advisors
692
Citadel Advisors
Florida
-$3.1M -24,293 Closed
ECM
693
Element Capital Management
New York
-$2.77M -21,697 Closed
WI
694
WBI Investments
New Jersey
-$2.55M -19,989 Closed
WCA
695
Waratah Capital Advisors
Ontario, Canada
-$2.55M -19,960 Closed
DF
696
Donoghue Forlines
Massachusetts
-$2.52M -19,748 Closed
ERSOT
697
Employees Retirement System of Texas
Texas
-$2.3M -18,000 Closed
CS
698
Candriam SCA
Luxembourg
-$2.22M -17,437 Closed
WHG
699
Westwood Holdings Group
Texas
-$2.09M -16,378 Closed
Korea Investment Corp
700
Korea Investment Corp
South Korea
-$1.62M -12,700 Closed