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Broadridge

714 hedge funds and large institutions have $12.7B invested in Broadridge in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 249 increasing their positions, 261 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+19
Holders Change %
+2.73%
% of All Funds
14.68%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
80
Increased
249
Reduced
261
Closed
56
Calls
$32.1M
Puts
$77.6M
Net Calls
-$45.5M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
676
Ellevest Inc
New York
$7K -$27.1K -217 -79%
SNT
677
Security National Trust
West Virginia
$7K
CHC
678
City Holding Co
West Virginia
$7K
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$7K +$121 +1 +2%
NG
680
NWK Group
California
$7K +$7K +55 New
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$7K +$7K +58 New
CFFP
682
Center for Financial Planning
Michigan
$6K -$13.6K -109 -69%
DAM
683
Delta Asset Management
Tennessee
$6K
ME
684
McIlrath & Eck
Washington
$6K
EARNEST Partners
685
EARNEST Partners
Georgia
$6K
KPW
686
Kore Private Wealth
New York
$6K +$2.59K +22 +76%
EFSCE
687
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$1.25K -9 -20%
SQA
688
Simon Quick Advisors
New Jersey
$5K
SIAS
689
Shine Investment Advisory Services
Colorado
$5K
SFG
690
Sowa Financial Group
Rhode Island
$5K
CA
691
Crewe Advisors
Utah
$5K +$5K +42 New
TSW
692
Thompson Siegel & Walmsley
Virginia
$4K
MRCM
693
M&R Capital Management
New Jersey
$4K
ADL
694
Asset Dedication LLC
California
$4K
RG
695
Retirement Group
California
$4K +$4K +30 New
SWA
696
Sutton Wealth Advisors
Florida
$3.41K
ETC
697
Exchange Traded Concepts
Oklahoma
$3K -$672K -4,477 -100%
CFA
698
Carroll Financial Associates
North Carolina
$3K -$4.61K -43 -61%
TFS
699
TrustCore Financial Services
Tennessee
$3K
VCM
700
Versant Capital Management
Arizona
$3K +$444 +4 +17%