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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 %
TWM
726
Tradition Wealth Management
Minnesota
$15K
IBOK
727
Independence Bank of Kentucky
Kentucky
$15K
SIM
728
Sentry Investment Management
Wisconsin
$14K -$179K -1,125 -93%
CAL
729
Capital Analysts LLC
Pennsylvania
$14K
CA
730
Crewe Advisors
Utah
$14K
SL
731
Savior LLC
Massachusetts
$14K
SWA
732
SOA Wealth Advisors
New York
$14K +$12.6K +81 +900%
BWM
733
Baystate Wealth Management
Massachusetts
$13K
WQ
734
Wealth Quarterback
New Jersey
$12K +$12K +72 New
WBC
735
West Branch Capital
Massachusetts
$12K +$12K +77 New
AF
736
Allworth Financial
California
$11K -$4.76K -29 -30%
CP
737
Castleview Partners
Texas
$11K +$11K +70 New
NFG
738
Next Financial Group
Texas
$10K -$1.23K -8 -11%
LWP
739
Lumature Wealth Partners
Georgia
$10K +$5.65K +35 +130%
AFS
740
Annapolis Financial Services
Maryland
$10K +$10K +61 New
GRP
741
Global Retirement Partners
California
$9K -$1.45K -9 -14%
FMII
742
Farmers & Merchants Investments Inc
Nebraska
$9K
WWM
743
Wagner Wealth Management
South Carolina
$8K
DAM
744
Delta Asset Management
Tennessee
$8K
EI
745
Ellevest Inc
New York
$8K +$3.08K +20 +63%
SWM
746
Selective Wealth Management
Virginia
$8K +$8K +50 New
Nisa Investment Advisors
747
Nisa Investment Advisors
Missouri
$7.64K -$5.65K -34,953 -43%
EARNEST Partners
748
EARNEST Partners
Georgia
$7K
EFSCE
749
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
SWA
750
Sutton Wealth Advisors
Florida
$6.62K