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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 %
AG
101
Aperio Group
California
$20.9M +$655K +4,278 +3%
CAM
102
Congress Asset Management
Massachusetts
$20.5M +$426K +2,783 +2%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$20.4M -$720K -4,699 -3%
BTW
104
Boston Trust Walden
Massachusetts
$19.5M +$12.6M +82,240 +182%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$19.3M +$1.91M +12,554 +11%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$18.9M +$11.3M +73,600 +148%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.6M -$252K -1,643 -1%
TCM
108
TimesSquare Capital Management
New York
$18.4M -$9.05M -59,100 -33%
NC
109
Nicholas Company
Wisconsin
$18.3M
CCM
110
Copeland Capital Management
Pennsylvania
$18M -$1.17M -7,663 -6%
BMSSC
111
B. Metzler seel. Sohn & Co
Germany
$18M +$18M +109,384 New
SAM
112
Southernsun Asset Management
Tennessee
$17.3M -$9.37M -61,195 -35%
First Trust Advisors
113
First Trust Advisors
Illinois
$16M -$8.64M -56,388 -35%
Allianz Asset Management
114
Allianz Asset Management
Germany
$15.9M -$23.3M -152,043 -59%
MSV
115
MN Services Vermogensbeheer
Netherlands
$15.7M +$751K +4,900 +5%
HCM
116
Horan Capital Management
Maryland
$15.6M -$109K -712 -0.7%
BST
117
Bath Savings Trust
Maine
$14.9M -$11.6K -76 -0.1%
Prudential Financial
118
Prudential Financial
New Jersey
$14.8M -$262K -1,713 -2%
Canada Life
119
Canada Life
Manitoba, Canada
$14.4M +$95.6K +625 +0.7%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$14.3M +$7.23M +47,206 +102%
WDA
121
Wendell David Associates
New Hampshire
$13.9M +$86.6K +565 +0.6%
CIA
122
Covington Investment Advisors
Pennsylvania
$13.8M +$129K +840 +0.9%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$13.8M +$7.73M +50,483 +127%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$13.4M -$930K -6,070 -6%
FNBOO
125
First National Bank of Omaha
Nebraska
$13.1M +$214K +1,400 +2%