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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 %
DAM
751
Delta Asset Management
Tennessee
$7K
EARNEST Partners
752
EARNEST Partners
Georgia
$7K
EFSCE
753
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$462 +3 +8%
AIG
754
American International Group
New York
$5.91K -$138 -899 -2%
TSW
755
Thompson Siegel & Walmsley
Virginia
$5K
MRCM
756
M&R Capital Management
New Jersey
$5K
Jones Financial Companies
757
Jones Financial Companies
Missouri
$5K +$5K +32 New
SIAG
758
Safeguard Investment Advisory Group
California
$5K +$5K +35 New
SWA
759
Sutton Wealth Advisors
Florida
$4.9K +$766 +5 +19%
RG
760
Retirement Group
California
$4K -$138 -1 -3%
ACM
761
AUA Capital Management
Pennsylvania
$4K
VCM
762
Versant Capital Management
Arizona
$4K
JMF
763
Johnson Midwest Financial
Iowa
$4K +$4K +25 New
JWM
764
Janiczek Wealth Management
Colorado
$4K +$4K +28 New
FCH
765
Freestone Capital Holdings
Washington
$3.22K
EIM
766
Essex Investment Management
Massachusetts
$3K -$13.5K -81 -82%
TFS
767
TrustCore Financial Services
Tennessee
$3K
EWA
768
Evolution Wealth Advisors
Florida
$3K
CWP
769
Concord Wealth Partners
Virginia
$3K +$3K +17 New
EW
770
Evoke Wealth
California
$2K
FCA
771
FinTrust Capital Advisors
South Carolina
$2K
HIA
772
Harbor Investment Advisory
Maryland
$2K
TFO
773
Tarbox Family Office
California
$2K
BWA
774
BDO Wealth Advisors
Florida
$2K
SSWG
775
Seven Springs Wealth Group
Tennessee
$2K +$2K +11 New