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Broadridge

388 hedge funds and large institutions have $4.78B invested in Broadridge in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 119 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
10.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
63
Increased
119
Reduced
134
Closed
32
Calls
$4.87M
Puts
$1.66M
Net Calls
+$3.21M
Net Calls Change
+$540K
Name Holding Trade Value Shares
Change
Shares
Change %
ZIM
276
Zacks Investment Management
Illinois
$313K -$647K -14,000 -67%
FIM
277
Fernwood Investment Management
Massachusetts
$313K
EAMA
278
EFG Asset Management (Americas)
Florida
$311K +$311K +6,743 New
JPMPWA
279
J.P. Morgan Private Wealth Advisors
California
$306K +$24.6K +533 +9%
BEAM
280
Baker Ellis Asset Management
Washington
$300K
BTNA
281
Bremer Trust National Association
Minnesota
$285K +$7.91K +171 +3%
IUAM
282
Itau USA Asset Management
New York
$282K -$384K -8,300 -58%
KFA
283
Kays Financial Advisory
Georgia
$281K +$281K +6,087 New
CA
284
Cetera Advisors
Colorado
$280K +$280K +6,054 New
ACM
285
Ativo Capital Management
Illinois
$275K +$6.23K +135 +2%
TH
286
TCTC Holdings
Texas
$274K
SI
287
Stephens Inc
Arkansas
$269K -$1.25K -27 -0.5%
PRCM
288
Pine River Capital Management
Minnesota
$265K -$362K -7,853 -58%
IFS
289
Ifrah Financial Services
Arkansas
$262K -$14.1K -305 -5%
MA
290
MUFG Americas
New York
$257K -$74.8K -1,614 -23%
YMRC
291
Yorktown Management & Research Company
Virginia
$254K -$69.3K -1,500 -21%
HCM
292
Howland Capital Management
Massachusetts
$254K
LPL Financial
293
LPL Financial
California
$250K +$250K +5,413 New
CB
294
Commerce Bank
Missouri
$247K +$22.1K +478 +10%
COI
295
Connable Office Inc
Michigan
$243K +$9K +195 +4%
HWA
296
Heritage Wealth Advisors
Virginia
$231K
EVM
297
Eaton Vance Management
Massachusetts
$220K +$220K +4,755 New
B
298
BancorpSouth
Mississippi
$217K +$217K +4,707 New
LTFS
299
Ladenburg Thalmann Financial Services
Florida
$213K +$150K +3,226 +238%
DC
300
Deere & Company
Illinois
$211K +$211K +4,574 New