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Broadridge

749 hedge funds and large institutions have $12.2B invested in Broadridge in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 257 increasing their positions, 214 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+61
Holders Change %
+8.87%
% of All Funds
14.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
128
Increased
257
Reduced
214
Closed
55
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.08M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
676
IMA Advisory Services
Colorado
$20K
Twin Tree Management
677
Twin Tree Management
Texas
$20K +$20K +163 New
JCM
678
Jacobi Capital Management
Pennsylvania
$20K +$20K +165 New
RMAM
679
Raab & Moskowitz Asset Management
New Jersey
$20K +$20K +165 New
SIC
680
Salem Investment Counselors
North Carolina
$19K
SSB
681
Sandy Spring Bank
Maryland
$19K
CWP
682
CFM Wealth Partners
Texas
$19K +$19K +150 New
SL
683
Savior LLC
Massachusetts
$19K +$19K +153 New
HWM
684
Howard Wealth Management
Connecticut
$19K +$19K +155 New
OAJ
685
Ogorek Anthony Joseph
New York
$18K
M
686
MOTCO
Texas
$18K
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$17K
BFC
688
Bedel Financial Consulting
Indiana
$17K
RIA
689
Realta Investment Advisors
Delaware
$16K
LFG
690
Larson Financial Group
Missouri
$15K
PFBT
691
Parkside Financial Bank & Trust
Missouri
$15K +$615 +5 +4%
LWA
692
Lenox Wealth Advisors
New York
$15K +$4.2K +35 +39%
SNT
693
Security National Trust
West Virginia
$13K +$6.19K +50 +91%
CHA
694
Carmichael Hill & Associates
Maryland
$13K +$13K +104 New
TWA
695
TCI Wealth Advisors
Arizona
$12K -$990 -8 -8%
VRM
696
Vectors Research Management
New York
$12K
EWM
697
Endurance Wealth Management
Rhode Island
$12K
CFN
698
Cordasco Financial Network
Florida
$12K
IBOK
699
Independence Bank of Kentucky
Kentucky
$12K
PCM
700
Penserra Capital Management
California
$12K +$1.71K +15 +17%