BR icon

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 %
Wolverine Trading
751
Wolverine Trading
Illinois
-$857K -6,816 Closed
Alyeska Investment Group
752
Alyeska Investment Group
Illinois
-$711K -5,635 Closed
NEI
753
Northwest & Ethical Investments
Ontario, Canada
-$620K -4,910 Closed
ACM
754
Alethea Capital Management
Washington
-$597K -4,734 Closed
KAS
755
Kemnay Advisory Services
New York
-$565K -4,480 Closed
DIM
756
DC Investments Management
Virginia
-$340K -2,694 Closed
CWS
757
Cypress Wealth Services
California
-$317K -2,516 Closed
VLC
758
Van Leeuwen & Company
New Jersey
-$282K -2,237 Closed
FA
759
FDx Advisors
Illinois
-$239K -1,896 Closed
MFG
760
Magnus Financial Group
New York
-$232K -1,840 Closed
HS
761
Haafor (Singapore)
Singapore
-$200K -1,587 Closed
SBSB
762
Sullivan, Bruyette, Speros & Blaney
Virginia
-$189K -1,496 Closed
TI
763
tru Independence
Oregon
-$164 -1,300 Closed
CAN
764
Cetera Advisor Networks
California
-$128K -1,013 Closed
VIM
765
Veritas Investment Management
United Kingdom
-$115K -911 Closed
PHK
766
Point72 Hong Kong
Hong Kong
-$95K -756 Closed
CFG
767
Citizens Financial Group
Rhode Island
-$55K -436 Closed
OPS
768
Orion Portfolio Solutions
Nebraska
-$51K -408 Closed
SF
769
Synovus Financial
Georgia
-$51K -402 Closed
AF
770
Advisornet Financial
Minnesota
-$50K -400 Closed
BL
771
Balentine LLC
Georgia
-$48K -378 Closed
CWP
772
CFM Wealth Partners
Texas
-$18K -150 Closed
LFG
773
Larson Financial Group
Missouri
-$16K -125 Closed
FWM
774
FSA Wealth Management
Massachusetts
-$13K -100 Closed
AWM
775
Apollon Wealth Management
South Carolina
-$8K -66 Closed