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Broadridge

749 hedge funds and large institutions have $12.2B invested in Broadridge in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 257 increasing their positions, 214 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+61
Holders Change %
+8.87%
% of All Funds
14.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
128
Increased
257
Reduced
214
Closed
55
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.08M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
726
IndexIQ Advisors
New York
$5K +$5K +40 New
ADL
727
Asset Dedication LLC
California
$4K
MRCM
728
M&R Capital Management
New Jersey
$4K
RG
729
Retirement Group
California
$4K +$4K +29 New
TSW
730
Thompson Siegel & Walmsley
Virginia
$4K +$4K +30 New
GFPC
731
Global Financial Private Capital
Florida
$3K -$1.85K -16 -38%
QAM
732
QCI Asset Management
New York
$3K
TFS
733
TrustCore Financial Services
Tennessee
$3K
EWA
734
Evolution Wealth Advisors
Florida
$3K +$3K +21 New
SWA
735
Sutton Wealth Advisors
Florida
$2.97K -$988 -8 -25%
EIM
736
Essex Investment Management
Massachusetts
$2K
EFSCE
737
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
LWM
738
Lenox Wealth Management
Ohio
$2K
TFO
739
Tarbox Family Office
California
$2K
VCM
740
Versant Capital Management
Arizona
$2K
SQA
741
Simon Quick Advisors
New Jersey
$2K +$2K +15 New
WCM
742
Wealthcare Capital Management
Virginia
$2K +$2K +17 New
EW
743
Evoke Wealth
California
$1.37K -$2.36K -19 -63%
PGAM
744
Princeton Global Asset Management
New Jersey
$1.35K +$344 +2,783 +34%
PWP
745
Personal Wealth Partners
Minnesota
$1K
LWM
746
Liberty Wealth Management
California
$1K
PP
747
Prudential plc
United Kingdom
-$22.8M -183,877 Closed
OAC
748
OMERS Administration Corp
Ontario, Canada
-$7.79M -62,600 Closed
Assenagon Asset Management
749
Assenagon Asset Management
Luxembourg
-$6.43M -51,650 Closed
MWNA
750
Marshall Wace North America
New York
-$5.3M -42,567 Closed