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Broadridge

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.1M -$453K -3,421 -7%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$6.09M -$664K -5,033 -10%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$6.04M
BTW
179
Boston Trust Walden
Massachusetts
$5.98M +$3.3K +25 +0.1%
Royal London Asset Management
180
Royal London Asset Management
United Kingdom
$5.96M
Treasurer of the State of North Carolina
181
Treasurer of the State of North Carolina
North Carolina
$5.77M -$7.92K -60 -0.1%
LNB
182
Ledyard National Bank
$5.76M -$35.9K -272 -0.6%
AC
183
Alley Company
Illinois
$5.52M +$157K +1,193 +3%
HPIA
184
Hamilton Point Investment Advisors
North Carolina
$5.45M +$46K +347 +0.9%
SMP
185
Santa Monica Partners
Florida
$5.39M
RJFSA
186
Raymond James Financial Services Advisors
Florida
$5.38M +$698K +5,289 +15%
IAA
187
Independent Advisor Alliance
North Carolina
$5.36M +$5.36M +40,606 New
CAC
188
Core Alternative Capital
Georgia
$5.35M -$1.03M -7,795 -16%
HFS
189
Hantz Financial Services
Michigan
$5.28M -$315K -2,384 -6%
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$5.23M +$951K +7,202 +22%
AIG
191
American International Group
New York
$5.21M -$215K -1,625 -4%
MCG
192
McCollum Christoferson Group
New York
$5.21M +$59.8K +453 +1%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$5.11M -$208K -1,547 -4%
AL
194
AJO LP
Pennsylvania
$5.02M +$4.42M +33,481 +740%
Mitsubishi UFJ Asset Management
195
Mitsubishi UFJ Asset Management
Japan
$4.95M +$722K +5,467 +17%
ROC
196
Running Oak Capital
Minnesota
$4.89M -$261K -1,978 -5%
US Bancorp
197
US Bancorp
Minnesota
$4.86M -$114K -861 -2%
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$4.81M +$3.94M +29,882 +455%
MGWM
199
Marks Group Wealth Management
Minnesota
$4.75M -$300K -2,276 -6%
Aberdeen Group
200
Aberdeen Group
United Kingdom
$4.71M -$807K -6,109 -15%