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Broadridge

768 hedge funds and large institutions have $15.3B invested in Broadridge in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $21M | Put options by funds: $13M

15% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 255

0.72% more ownership

Funds ownership: 86.34%87.06% (+0.72%)

1% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$108M)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 784768 (-16)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
768
Holders Change
-16
Holders Change %
-2.04%
% of All Funds
13.49%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
67
Increased
293
Reduced
255
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
751
Financial Management Professionals
Texas
$4K +$3.84K +26 New
LWP
752
Lumature Wealth Partners
Georgia
$4K +$3.99K +27 New
EIM
753
Essex Investment Management
Massachusetts
$3K
TFS
754
TrustCore Financial Services
Tennessee
$3K
APWA
755
Atlas Private Wealth Advisors
New Jersey
$3K +$1.03K +7 +54%
BWA
756
BDO Wealth Advisors
Florida
$2K
EW
757
Evoke Wealth
California
$2K
HIA
758
Harbor Investment Advisory
Maryland
$2K
TFO
759
Tarbox Family Office
California
$2K
CFO
760
CVA Family Office
Colorado
$2K +$1.48K +10 New
SWM
761
Sugarloaf Wealth Management
Georgia
$1.55K -$85.3K -578 -5%
JWM
762
Janiczek Wealth Management
Colorado
$1K -$3.1K -21 -75%
TFM
763
TFC Financial Management
Massachusetts
$1K
SWA
764
SOA Wealth Advisors
New York
$1K +$295 +2 +29%
SWG
765
Summit Wealth Group
Vermont
$1K +$591 +4 New
FGAM
766
Financial Gravity Asset Management
Texas
$770 -$148 -1 -1%
LPARFS
767
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$765 -$1.48M -10,000 -67%
ED
768
Exane Derivatives
France
$459 -$439K -2,974 -100%
BBHC
769
Brown Brothers Harriman & Co
New York
$128 -$2.36K -16 -2%
VNIM
770
Vaughan Nelson Investment Management
Texas
-$79.6M -519,828 Closed
TPI
771
Tesco Pension Investment
United Kingdom
-$548K -357,379 Closed
NIMI
772
Natixis Investment Managers International
France
-$22.2M -144,675 Closed
TCM
773
TimesSquare Capital Management
New York
-$18.4M -120,100 Closed
LC
774
Lunia Capital
Texas
-$10M -65,340 Closed
CPC
775
Cookson Peirce & Co
Pennsylvania
-$8.9M -58,079 Closed