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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 %
TCM
701
Tradewinds Capital Management
Washington
$31K
LC
702
Lindbrook Capital
California
$31K +$608 +4 +2%
AWG
703
Altus Wealth Group
Colorado
$31K +$31K +201 New
RPWA
704
Regent Peak Wealth Advisors
Georgia
$31K +$31K +203 New
FPB
705
First PREMIER Bank
South Dakota
$30K
ABC
706
Associated Banc-Corp
Wisconsin
$30K +$30K +198 New
IRC
707
Investors Research Corp
Georgia
$27K
AWM
708
Avior Wealth Management
Nebraska
$27K
MCM
709
MV Capital Management
Maryland
$27K
HGWM
710
Harvest Group Wealth Management
Massachusetts
$27K
LWA
711
Lenox Wealth Advisors
New York
$26K
TWA
712
TCI Wealth Advisors
Arizona
$26K +$10.6K +68 +69%
GRP
713
Global Retirement Partners
California
$24K -$4.65K -30 -16%
SSB
714
Sandy Spring Bank
Maryland
$23K -$1.95K -13 -8%
OAJ
715
Ogorek Anthony Joseph
New York
$23K
GA
716
GoalVest Advisory
New York
$23K +$23K +148 New
AF
717
Advisornet Financial
Minnesota
$23K +$23K +153 New
GCM
718
Gables Capital Management
Florida
$22K
GLLW
719
Graves Light Lenhart Wealth
Virginia
$22K +$22K +142 New
SFP
720
Sterling Financial Planning
New Jersey
$22K +$22K +145 New
IAIM
721
International Assets Investment Management
Florida
$22K +$22K +146 New
BFC
722
Bedel Financial Consulting
Indiana
$21K
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$1.41K -9 -7%
ICP
724
Interchange Capital Partners
Pennsylvania
$19K +$19K +125 New
FFG
725
Fortem Financial Group
California
$19K +$19K +126 New