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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 %
ECM
51
Ensemble Capital Management
California
$49.1M -$2.5M -16,328 -5%
Truist Financial
52
Truist Financial
North Carolina
$48.9M -$9.19M -59,979 -16%
Goldman Sachs
53
Goldman Sachs
New York
$48.3M -$16.8M -109,891 -26%
ACM
54
Alta Capital Management
Utah
$47.7M -$48.7M -318,057 -51%
GKIM
55
GW&K Investment Management
Massachusetts
$46.7M -$333K -2,173 -0.7%
Deutsche Bank
56
Deutsche Bank
Germany
$45.1M +$1.61M +10,497 +4%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$44.8M +$12.9M +84,033 +40%
CS
58
Credit Suisse
Switzerland
$44.3M -$1.64M -10,693 -4%
DLA
59
Douglas Lane & Associates
New York
$43.9M +$5.05M +32,955 +13%
LCOV
60
London Company of Virginia
Virginia
$41.5M -$107K -699 -0.3%
Ameriprise
61
Ameriprise
Minnesota
$39M +$21.6M +141,008 +124%
CB
62
Commerce Bank
Missouri
$38.9M +$3.47M +22,650 +10%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$35M -$730K -4,764 -2%
RJA
64
Raymond James & Associates
Florida
$34.6M -$1.89M -12,349 -5%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$34.5M -$3.42M -22,300 -9%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$34.3M +$839K +5,474 +3%
UBS Group
67
UBS Group
Switzerland
$34M +$8.23M +53,737 +32%
PI
68
PGGM Investments
Netherlands
$33.8M -$4.02M -26,232 -11%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$32.8M +$580K +3,788 +2%
LWCFA
70
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.7M -$4.73M -30,878 -13%
EVM
71
Eaton Vance Management
Massachusetts
$32.4M +$619K +4,039 +2%
GCM
72
Geneva Capital Management
Wisconsin
$31.5M -$9.05M -59,079 -22%
NAM
73
Nissay Asset Management
Japan
$31.2M +$1.07M +6,999 +4%
HPC
74
HM Payson & Co
Maine
$31.1M +$5.1M +33,279 +20%
Fidelity International
75
Fidelity International
Bermuda
$30.9M +$1.18M +7,725 +4%