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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 %
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$8K
CHC
702
City Holding Co
West Virginia
$8K
HIIFS
703
Harel Insurance Investments & Financial Services
Israel
$8K +$8K +58 New
Millennium Management
704
Millennium Management
New York
$7.37K +$4.92K +37,238 +200%
ME
705
McIlrath & Eck
Washington
$7K
SNT
706
Security National Trust
West Virginia
$7K
NFG
707
Next Financial Group
Texas
$7K +$7K +50 New
AS
708
Altshuler Shaham
Israel
$7K +$7K +52 New
DAM
709
Delta Asset Management
Tennessee
$6K
CA
710
Crewe Advisors
Utah
$6K
CFFP
711
Center for Financial Planning
Michigan
$6K
EARNEST Partners
712
EARNEST Partners
Georgia
$6K
HCP
713
Hexagon Capital Partners
Arkansas
$6K +$6K +47 New
SIAS
714
Shine Investment Advisory Services
Colorado
$5K
EFSCE
715
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
PFWA
716
Paces Ferry Wealth Advisors
Georgia
$5K +$5K +37 New
TSW
717
Thompson Siegel & Walmsley
Virginia
$4K
MRCM
718
M&R Capital Management
New Jersey
$4K
RG
719
Retirement Group
California
$4K
SWA
720
Sutton Wealth Advisors
Florida
$3.56K
EI
721
Ellevest Inc
New York
$3K -$4K -32 -57%
CFA
722
Carroll Financial Associates
North Carolina
$3K -$360 -3 -11%
TFS
723
TrustCore Financial Services
Tennessee
$3K
VCM
724
Versant Capital Management
Arizona
$3K
EWA
725
Evolution Wealth Advisors
Florida
$3K