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Broadridge

781 hedge funds and large institutions have $15.2B invested in Broadridge in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+43
Holders Change %
+5.83%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
101
Increased
267
Reduced
275
Closed
52
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
676
Meeder Asset Management
Ohio
$48K +$12.8K +83 +36%
PCG
677
Private Capital Group
Connecticut
$47K -$1.69K -11 -3%
GAM
678
Gemmer Asset Management
California
$47K
MAM
679
Marquette Asset Management
Minnesota
$46K
CTB
680
Country Trust Bank
Illinois
$46K
RBC
681
Roble Belko & Company
Pennsylvania
$45K
CFN
682
Cordasco Financial Network
Florida
$45K +$152 +1 +0.3%
RA
683
Reby Advisors
Connecticut
$44K +$44K +288 New
Fuller & Thaler Asset Management
684
Fuller & Thaler Asset Management
California
$43K
CCA
685
Childress Capital Advisors
Texas
$43K +$43K +279 New
HFA
686
Hoover Financial Advisors
Pennsylvania
$42K +$42K +273 New
CFA
687
Carroll Financial Associates
North Carolina
$41K +$37.3K +249 +996%
BCA
688
Berman Capital Advisors
Georgia
$40K +$2.14K +14 +6%
AssetMark Inc
689
AssetMark Inc
California
$40K +$2.46K +16 +7%
CFD
690
Creative Financial Designs
Indiana
$37K
PO
691
Private Ocean
California
$37K
HWM
692
HighMark Wealth Management
Minnesota
$37K +$154 +1 +0.4%
PCM
693
Penserra Capital Management
California
$37K +$5.94K +39 +19%
CIA
694
CSat Investment Advisory
Michigan
$36K -$49.8K -322 -58%
IAS
695
IMA Advisory Services
Colorado
$36K
PFBT
696
Parkside Financial Bank & Trust
Missouri
$35K -$154 -1 -0.4%
HR
697
Howe & Rusling
New York
$35K
SIC
698
Salem Investment Counselors
North Carolina
$34K
WB
699
Webster Bank
Connecticut
$33K -$86.4K -563 -72%
HIIFS
700
Harel Insurance Investments & Financial Services
Israel
$33K +$4K +8 +14%