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Broadridge

368 hedge funds and large institutions have $4.27B invested in Broadridge in 2014 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
10.69%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
34
Increased
123
Reduced
126
Closed
29
Calls
$4.28M
Puts
$1.61M
Net Calls
+$2.67M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
301
Virtus Fund Advisers
Connecticut
$107K -$522K -12,576 -83%
RFA
302
Reilly Financial Advisors
California
$99K
PCM
303
Prelude Capital Management
New York
$98K +$57.1K +1,376 +139%
HCC
304
Hirtle Callaghan & Co
Pennsylvania
$87K
TRCT
305
Tower Research Capital (TRC)
New York
$86K -$356K -8,504 -81%
TCOV
306
Trust Company of Vermont
Vermont
$86K
FIG
307
Fusion Investment Group
Pennsylvania
$83K -$97K -2,345 -54%
FNBT
308
FineMark National Bank & Trust
Florida
$80K +$22.6K +542 +39%
RBA
309
Richard Bernstein Advisors
New York
$76K +$76K +1,815 New
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$56K +$41 +1 +0.1%
Bessemer Group
311
Bessemer Group
New Jersey
$52K
SF
312
Synovus Financial
Georgia
$46K
IGIM
313
I.G. Investment Management
Manitoba, Canada
$44K -$46.5K -1,124 -51%
WTC
314
WhitTier Trust Company
Nevada
$44K
PSUF
315
People's United Financial
Connecticut
$40K -$3.09K -75 -7%
SEC
316
Seven Eight Capital
New York
$37.5K +$37.5K +900 New
WOC
317
West Oak Capital
California
$33.3K
AW
318
Alpha Windward
Massachusetts
$32K
IRS
319
Invictus RG (Singapore)
Singapore
$26K -$6.91K -166 -21%
ST
320
Stifel Trust
Missouri
$21K
FHA
321
First Horizon Advisors
Tennessee
$19K +$3.86K +95 +25%
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$18K
HMS
323
Hanseatic Management Services
New Mexico
$18K +$3.57K +88 +25%
QBFM
324
QS Batterymarch Financial Management
New York
$17K
MWP
325
MYCIO Wealth Partners
Pennsylvania
$17K