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Broadridge

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HGWM
676
Harvest Group Wealth Management
Massachusetts
$23K
IRC
677
Investors Research Corp
Georgia
$23K
LWA
678
Lenox Wealth Advisors
New York
$22K
SSB
679
Sandy Spring Bank
Maryland
$22K +$1.72K +13 +8%
NNP
680
Nachman Norwood & Parrott
South Carolina
$21K +$21K +158 New
OAJ
681
Ogorek Anthony Joseph
New York
$20K
M
682
MOTCO
Texas
$20K
ZB
683
Zions Bancorporation
Utah
$20K +$3.23K +25 +19%
GCM
684
Gables Capital Management
Florida
$19K
BFC
685
Bedel Financial Consulting
Indiana
$18K
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$131 +1 +0.7%
KTC
687
Kistler-Tiffany Companies
Pennsylvania
$15K
CHA
688
Carmichael Hill & Associates
Maryland
$14K
AF
689
Allworth Financial
California
$13K -$71.2K -526 -85%
TWA
690
TCI Wealth Advisors
Arizona
$13K
VNA
691
Valley National Advisers
Pennsylvania
$13K
EWM
692
Endurance Wealth Management
Rhode Island
$13K
IBOK
693
Independence Bank of Kentucky
Kentucky
$13K
EIM
694
Essex Investment Management
Massachusetts
$13K +$10.6K +81 +450%
CAL
695
Capital Analysts LLC
Pennsylvania
$12K
SL
696
Savior LLC
Massachusetts
$12K
VAIA
697
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.85K -37 -31%
BWM
698
Baystate Wealth Management
Massachusetts
$10K +$127 +1 +1%
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$10K +$10K +75 New
SLF
700
Sun Life Financial
Ontario, Canada
$9K +$130 +1 +1%