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Broadridge

782 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
676
Geneos Wealth Management
Colorado
$54K
AssetMark Inc
677
AssetMark Inc
California
$53K
GAM
678
Gemmer Asset Management
California
$51K
MAM
679
Marquette Asset Management
Minnesota
$50K
CTB
680
Country Trust Bank
Illinois
$50K
CFN
681
Cordasco Financial Network
Florida
$50K +$168 +1 +0.3%
RBC
682
Roble Belko & Company
Pennsylvania
$49K
AWA
683
Arkadios Wealth Advisors
Georgia
$47K -$8.68K -53 -16%
ARMC
684
American Research & Management Company
Massachusetts
$47K
BCA
685
Berman Capital Advisors
Georgia
$47K +$2.98K +18 +7%
HI
686
Harbour Investments
Wisconsin
$46K -$1.68K -10 -4%
HR
687
Howe & Rusling
New York
$44K
KA
688
Kozak & Associates
Colorado
$42K +$42K +237 New
SSB
689
Sandy Spring Bank
Maryland
$41K -$6.83K -42 -14%
CFD
690
Creative Financial Designs
Indiana
$41K
PPWM
691
PFG Private Wealth Management
Florida
$41K +$41K +246 New
HWM
692
HighMark Wealth Management
Minnesota
$40K +$165 +1 +0.4%
IAS
693
IMA Advisory Services
Colorado
$39K
BCM
694
Blume Capital Management
California
$38K +$38K +229 New
SIC
695
Salem Investment Counselors
North Carolina
$37K
ST
696
Sageworth Trust
Pennsylvania
$37K
TAMH
697
Taikang Asset Management (HK)
Hong Kong
$36K -$2.32M -14,057 -98%
LC
698
Lindbrook Capital
California
$34K
TCM
699
Tradewinds Capital Management
Washington
$33K
MCM
700
MV Capital Management
Maryland
$33K +$825 +5 +3%