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Broadridge

367 hedge funds and large institutions have $4.35B invested in Broadridge in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+16
Holders Change %
+4.56%
% of All Funds
10.56%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
43
Increased
124
Reduced
127
Closed
25
Calls
$7.83M
Puts
$3.37M
Net Calls
+$4.46M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
301
Reilly Financial Advisors
California
$99K
IGIM
302
I.G. Investment Management
Manitoba, Canada
$91K +$19.9K +478 +28%
HCC
303
Hirtle Callaghan & Co
Pennsylvania
$87K
TCOV
304
Trust Company of Vermont
Vermont
$86K +$923 +22 +1%
CAM
305
ClariVest Asset Management
California
$67K -$2.96M -70,607 -98%
MA
306
MUFG Americas
New York
$63K
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$62K
Group One Trading
308
Group One Trading
Illinois
$58K +$4.14K +100 +8%
FNBT
309
FineMark National Bank & Trust
Florida
$58K +$7K +166 +14%
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$56K +$330 +8 +0.6%
Bessemer Group
311
Bessemer Group
New Jersey
$52K
BRWA
312
B. Riley Wealth Advisors
Florida
$48.1K +$48.1K +1,155 New
SF
313
Synovus Financial
Georgia
$46K
WTC
314
WhitTier Trust Company
Nevada
$44K
PSUF
315
People's United Financial
Connecticut
$44K
PCM
316
Prelude Capital Management
New York
$41K -$107K -2,564 -72%
PAS
317
Partnervest Advisory Services
California
$41K +$12.7K +306 +45%
WOC
318
West Oak Capital
California
$33.3K
IRS
319
Invictus RG (Singapore)
Singapore
$33K -$25.3K -606 -43%
AW
320
Alpha Windward
Massachusetts
$32K -$4.12K -100 -11%
ST
321
Stifel Trust
Missouri
$21K
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$18K -$4.37K -105 -20%
RFS
323
Rockefeller Financial Services
New York
$18K +$18K +424 New
QBFM
324
QS Batterymarch Financial Management
New York
$17K
MWP
325
MYCIO Wealth Partners
Pennsylvania
$17K