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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 %
AF
701
Allworth Financial
California
$12K +$2.75K +22 +30%
GI
702
Gradient Investments
Minnesota
$12K +$11.6K +94 +3,133%
CA
703
CXI Advisors
Indiana
$12K +$12K +99 New
FWM
704
FSA Wealth Management
Massachusetts
$12K +$12K +100 New
CCM
705
Covington Capital Management
California
$11K
CAL
706
Capital Analysts LLC
Pennsylvania
$11K
HGWM
707
Harvest Group Wealth Management
Massachusetts
$10K -$14K -119 -58%
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$10K
TF
709
TimeScale Financial
Massachusetts
$9K -$11.5K -101 -56%
VAIA
710
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +73 New
SLF
711
Sun Life Financial
Ontario, Canada
$8K -$3.06K -26 -28%
CFA
712
Carroll Financial Associates
North Carolina
$8K
Marshall Wace
713
Marshall Wace
United Kingdom
$7K -$28.5K -228 -80%
CA
714
Centerpoint Advisors
Massachusetts
$7K
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$7K
CHC
716
City Holding Co
West Virginia
$7K
DAM
717
Delta Asset Management
Tennessee
$6K
NFG
718
Next Financial Group
Texas
$6K
KTC
719
Kistler-Tiffany Companies
Pennsylvania
$6K
ME
720
McIlrath & Eck
Washington
$6K
EARNEST Partners
721
EARNEST Partners
Georgia
$6K
CFFP
722
Center for Financial Planning
Michigan
$6K +$6K +48 New
EWM
723
EPG Wealth Management
Georgia
$6K +$6K +52 New
SFG
724
Sowa Financial Group
Rhode Island
$5K +$5K +37 New
SIAS
725
Shine Investment Advisory Services
Colorado
$5K +$5K +39 New