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Broadridge

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
726
AUA Capital Management
Pennsylvania
$3K +$2.5K +20 +500%
FCH
727
Freestone Capital Holdings
Washington
$2.77K +$2.77K +21 New
TFO
728
Tarbox Family Office
California
$2K
LWM
729
Liberty Wealth Management
California
$2K +$167 +1 +9%
BWA
730
BDO Wealth Advisors
Florida
$2K +$2K +12 New
Koshinski Asset Management
731
Koshinski Asset Management
Illinois
$1.24K -$445 -3,119 -26%
ED
732
Exane Derivatives
France
$1.19K +$1.19K +9 New
HIA
733
Harbor Investment Advisory
Maryland
$1K
EW
734
Evoke Wealth
California
$1K
TFM
735
TFC Financial Management
Massachusetts
$1K +$1K +4 New
AI
736
AdvisorShares Investments
Maryland
$843 -$40 -304 -5%
FCA
737
FinTrust Capital Advisors
South Carolina
$2 +$2 +12 New
CVA
738
Ceredex Value Advisors
Florida
-$62.6M -494,000 Closed
SM
739
Sunriver Management
Connecticut
-$30.9M -244,792 Closed
A
740
AustralianSuper
Australia
-$30.5M -242,015 Closed
UONDDL
741
University of Notre Dame du Lac
Indiana
-$9.95M -78,868 Closed
PFMOSF
742
Philadelphia Financial Management of San Francisco
California
-$9.71M -76,908 Closed
WG
743
Winton Group
United Kingdom
-$2.73M -21,597 Closed
Assenagon Asset Management
744
Assenagon Asset Management
Luxembourg
-$2.23M -17,647 Closed
N
745
Natixis
France
-$1.61M -12,744 Closed
TCM
746
Tuttle Capital Management
Connecticut
-$1.52M -12,056 Closed
CCM
747
Cadence Capital Management
Massachusetts
-$1.52M -12,013 Closed
EIP
748
Epoch Investment Partners
New York
-$1.48M -11,704 Closed
AIC
749
Aurora Investment Counsel
Georgia
-$1.3M -10,301 Closed
BDS
750
Banco de Sabadell
Florida
-$1.09M -8,687 Closed