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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 %
KTC
726
Kistler-Tiffany Companies
Pennsylvania
$18K +$153 +1 +0.9%
CHA
727
Carmichael Hill & Associates
Maryland
$16K
AWA
728
Arkadios Wealth Advisors
Georgia
$15K -$35.5K -244 -70%
M
729
MOTCO
Texas
$15K -$7.2K -48 -32%
IBOK
730
Independence Bank of Kentucky
Kentucky
$15K
AF
731
Allworth Financial
California
$15K
EWM
732
Endurance Wealth Management
Rhode Island
$15K
KPCM
733
Kings Point Capital Management
New York
$15K +$15K +100 New
FWM
734
FSA Wealth Management
Massachusetts
$15K +$15K +100 New
SL
735
Savior LLC
Massachusetts
$14K
TWM
736
Tradition Wealth Management
Minnesota
$14K +$14K +90 New
FGAM
737
Financial Gravity Asset Management
Texas
$14K +$14K +91 New
MGIM
738
M&G Investment Management
United Kingdom
$13.8K -$15K -98,161 -52%
CAL
739
Capital Analysts LLC
Pennsylvania
$13K
BWM
740
Baystate Wealth Management
Massachusetts
$12K
CA
741
Crewe Advisors
Utah
$12K +$5.46K +35 +83%
SLF
742
Sun Life Financial
Ontario, Canada
$11K
NFG
743
Next Financial Group
Texas
$10K +$2.31K +15 +30%
FMII
744
Farmers & Merchants Investments Inc
Nebraska
$9K
CHC
745
City Holding Co
West Virginia
$9K
HCP
746
Hexagon Capital Partners
Arkansas
$9K +$1.95K +13 +28%
ME
747
McIlrath & Eck
Washington
$8K
SNT
748
Security National Trust
West Virginia
$8K
VAIA
749
Virtus Alternative Investment Advisers
Connecticut
$7K -$6.67K -41 -49%
DAM
750
Delta Asset Management
Tennessee
$7K