We are live on ! Find out more
BR icon

Broadridge

784 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 289 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 248

13% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.2M

7% more capital invested

Capital invested by funds: $15.3B → $16.3B (+$1.01B)

2% more funds holding

Funds holding: 768784 (+16)

0.58% more ownership

Funds ownership: 87.06%87.65% (+0.58%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
784
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
13.65%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
79
Increased
289
Reduced
248
Closed
56
Calls
$13.7M
Puts
$12.2M
Net Calls
+$1.53M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
776
Evoke Wealth
California
$2K
HIA
777
Harbor Investment Advisory
Maryland
$2K
TFO
778
Tarbox Family Office
California
$2K
JWM
779
Janiczek Wealth Management
Colorado
$1K
SWG
780
Summit Wealth Group
Vermont
$1K
TFM
781
TFC Financial Management
Massachusetts
$1K
EBA
782
Eagle Bay Advisors
New York
$1K +$320 +2 New
WWM
783
Wolff Wiese Magana
California
$1K +$1.28K +8 New
MF
784
Magnetar Financial
Illinois
$555 +$549K +3,433 New
ED
785
Exane Derivatives
France
$505
BBHC
786
Brown Brothers Harriman & Co
New York
$409 +$271K +1,695 +202%
Citadel Advisors
787
Citadel Advisors
Florida
-$45.3M -283,543 Closed
WI
788
WBI Investments
New Jersey
-$6.72M -43,877 Closed
Two Sigma Investments
789
Two Sigma Investments
New York
-$5.53M -36,115 Closed
NLGIA
790
Nippon Life Global Investors Americas
New York
-$5.33M -34,820 Closed
Massachusetts Financial Services
791
Massachusetts Financial Services
Massachusetts
-$3.26M -21,288 Closed
Assenagon Asset Management
792
Assenagon Asset Management
Luxembourg
-$1.93M -12,586 Closed
Mariner
793
Mariner
Kansas
-$1.6M -10,462 Closed
TSWM
794
Triangle Securities Wealth Management
North Carolina
-$1.06M -6,937 Closed
TC
795
Toews Corporation
New Jersey
-$949K -6,200 Closed
CC
796
Cipher Capital
New York
-$904K -5,902 Closed
CANY
797
Caxton Associates (New York)
New York
-$773K -5,046 Closed
SFS
798
Sowell Financial Services
Arkansas
-$771K -4,674 Closed
Two Sigma Advisers
799
Two Sigma Advisers
New York
-$704K -4,600 Closed
LIA
800
LS Investment Advisors
Michigan
-$664K -4,338 Closed