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Broadridge

780 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+15
Holders Change %
+1.96%
% of All Funds
13.62%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
78
Increased
287
Reduced
247
Closed
56
Calls
$13.7M
Puts
$12.2M
Net Calls
+$1.53M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
701
Ford Financial Group
California
$30K +$30K +187 New
IRC
702
Investors Research Corp
Georgia
$28K
TWA
703
TCI Wealth Advisors
Arizona
$27K -$163 -1 -0.6%
PCG
704
Private Capital Group
Connecticut
$27K
PO
705
Private Ocean
California
$26K
CFA
706
Carroll Financial Associates
North Carolina
$26K +$21.1K +134 +432%
OAJ
707
Ogorek Anthony Joseph
New York
$24K
GA
708
GoalVest Advisory
New York
$24K
GLLW
709
Graves Light Lenhart Wealth
Virginia
$23K
SFP
710
Sterling Financial Planning
New Jersey
$23K
BFC
711
Bedel Financial Consulting
Indiana
$22K
FWM
712
FFT Wealth Management
Pennsylvania
$22K +$22K +137 New
Fuller & Thaler Asset Management
713
Fuller & Thaler Asset Management
California
$21K -$24.2K -150 -54%
WB
714
Webster Bank
Connecticut
$21K -$14.3K -87 -40%
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$21K
NIM
716
NuWave Investment Management
New Jersey
$20K -$55.9K -338 -74%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$20K -$15.5K -97 -44%
PSB
718
Piscataqua Savings Bank
New Hampshire
$20K
PP
719
PrairieView Partners
Minnesota
$20K +$7.9K +49 +65%
KTC
720
Kistler-Tiffany Companies
Pennsylvania
$19K
MFA
721
McClarren Financial Advisors
Pennsylvania
$18K +$18K +113 New
CHA
722
Carmichael Hill & Associates
Maryland
$17K
M
723
MOTCO
Texas
$16K
KPCM
724
Kings Point Capital Management
New York
$16K
EWM
725
Endurance Wealth Management
Rhode Island
$16K