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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 %
TSW
751
Thompson Siegel & Walmsley
Virginia
$6K
LWA
752
Lenox Wealth Advisors
New York
$6K
AIG
753
American International Group
New York
$5.91K -$131 -810 -2%
HWMA
754
Heritage Wealth Management (Arizona)
Arizona
$5K -$47.7K -286 -91%
BMD
755
Better Money Decisions
New Mexico
$5K
AF
756
Advisornet Financial
Minnesota
$5K
MRCM
757
M&R Capital Management
New Jersey
$5K
CA
758
Clearstead Advisors
Ohio
$5K +$5K +30 New
MGIM
759
M&G Investment Management
United Kingdom
$4.41K -$6.76K -41,757 -61%
JMF
760
Johnson Midwest Financial
Iowa
$4K
RA
761
Resolute Advisors
California
$4K
ACM
762
AUA Capital Management
Pennsylvania
$4K
VCM
763
Versant Capital Management
Arizona
$4K
FMP
764
Financial Management Professionals
Texas
$4K
JFA
765
JNBA Financial Advisors
Minnesota
$4K
EWA
766
Evolution Wealth Advisors
Florida
$3K -$6.45K -43 -68%
TFS
767
TrustCore Financial Services
Tennessee
$3K
EIM
768
Essex Investment Management
Massachusetts
$3K
UFF
769
USA Financial Formulas
Michigan
$3K +$3K +17 New
TFO
770
Tarbox Family Office
California
$2K
BWA
771
BDO Wealth Advisors
Florida
$2K
EW
772
Evoke Wealth
California
$2K
CFO
773
CVA Family Office
Colorado
$2K
HIA
774
Harbor Investment Advisory
Maryland
$2K
JWM
775
Janiczek Wealth Management
Colorado
$1K