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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 %
EWA
701
Evolution Wealth Advisors
Florida
$3K +$3K +20 New
TFO
702
Tarbox Family Office
California
$2K -$2.77K -18 -58%
EIM
703
Essex Investment Management
Massachusetts
$2K
GFPC
704
Global Financial Private Capital
Florida
$2K
WAMC
705
Western Asset Management Company
California
$2K +$2K +11 New
MIFH
706
Migdal Insurance & Financial Holdings
Israel
$1K -$1.91K -21 -66%
ACM
707
AUA Capital Management
Pennsylvania
$1K
LWM
708
Liberty Wealth Management
California
$1K
EW
709
Evoke Wealth
California
$1K
CWC
710
Carolinas Wealth Consulting
North Carolina
$1K +$1K +4 New
VFA
711
Valeo Financial Advisors
Indiana
$1K +$1K +5 New
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +9 New
HIA
713
Harbor Investment Advisory
Maryland
$1K +$1K +11 New
TI
714
tru Independence
Oregon
$164
JCM
715
Junto Capital Management
New York
-$69.4M -731,932 Closed
Citadel Advisors
716
Citadel Advisors
Florida
-$46.5M -490,572 Closed
ESCM
717
Echo Street Capital Management
New York
-$15.2M -159,839 Closed
Two Sigma Investments
718
Two Sigma Investments
New York
-$11.4M -120,120 Closed
Point72 Asset Management
719
Point72 Asset Management
Connecticut
-$10.9M -114,767 Closed
Balyasny Asset Management
720
Balyasny Asset Management
Illinois
-$3.51M -36,986 Closed
EAM
721
Eagle Asset Management
Florida
-$2.82M -29,751 Closed
VMPIC
722
Varma Mutual Pension Insurance Co
Finland
-$2.56M -27,000 Closed
EAMA
723
EFG Asset Management (Americas)
Florida
-$1.61M -16,929 Closed
TC
724
TwinBeech Capital
New York
-$1.3M -13,753 Closed
LSV Asset Management
725
LSV Asset Management
Illinois
-$1.25M -13,234 Closed