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Broadridge

768 hedge funds and large institutions have $15.3B invested in Broadridge in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $21M | Put options by funds: $13M

15% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 255

0.72% more ownership

Funds ownership: 86.34%87.06% (+0.72%)

1% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$108M)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 784768 (-16)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
768
Holders Change
-16
Holders Change %
-2.04%
% of All Funds
13.49%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
67
Increased
293
Reduced
255
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
701
Sterling Financial Planning
New Jersey
$22K
BFC
702
Bedel Financial Consulting
Indiana
$21K
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$148 +1 +0.8%
PSB
704
Piscataqua Savings Bank
New Hampshire
$19K +$18.5K +125 New
KTC
705
Kistler-Tiffany Companies
Pennsylvania
$18K
MWM
706
Mascoma Wealth Management
New Hampshire
$17K +$16.4K +111 New
CHA
707
Carmichael Hill & Associates
Maryland
$16K
AWA
708
Arkadios Wealth Advisors
Georgia
$15K -$591 -4 -4%
AF
709
Allworth Financial
California
$15K
EWM
710
Endurance Wealth Management
Rhode Island
$15K
IBOK
711
Independence Bank of Kentucky
Kentucky
$15K
KPCM
712
Kings Point Capital Management
New York
$15K
M
713
MOTCO
Texas
$15K
SL
714
Savior LLC
Massachusetts
$14K
TWM
715
Tradition Wealth Management
Minnesota
$14K
CAL
716
Capital Analysts LLC
Pennsylvania
$13K
CA
717
Crewe Advisors
Utah
$13K +$1.48K +10 +13%
Nisa Investment Advisors
718
Nisa Investment Advisors
Missouri
$12.6K +$5M +33,853 +70%
BWM
719
Baystate Wealth Management
Massachusetts
$12K
SLF
720
Sun Life Financial
Ontario, Canada
$11K
NFG
721
Next Financial Group
Texas
$11K +$1.18K +8 +12%
PP
722
PrairieView Partners
Minnesota
$11K +$11.1K +75 New
MGIM
723
M&G Investment Management
United Kingdom
$10.5K -$3.1M -20,966 -23%
GRP
724
Global Retirement Partners
California
$10K -$13.3K -90 -58%
EWA
725
Evolution Wealth Advisors
Florida
$10K +$6.35K +43 +215%