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Broadridge

520 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

18% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $2.85M

7% more capital invested

Capital invested by funds: $7.44B → $7.96B (+$522M)

2% more funds holding

Funds holding: 508520 (+12)

0.83% more ownership

Funds ownership: 83.8%84.63% (+0.83%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 196

Holders
520
Holders Change
+12
Holders Change %
+2.36%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
31
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
ECAM
301
East Coast Asset Management
Massachusetts
$820K -$142K -1,850 -15%
RCM
302
Riverhead Capital Management
Delaware
$817K -$71.9K -933 -8%
SLG
303
Stanley-Laman Group
Pennsylvania
$807K +$6.39K +83 +0.8%
XK
304
Xact Kapitalforvaltning
Sweden
$777K +$34K +442 +5%
SM
305
Sciencast Management
New Jersey
$764K +$676K +8,782 New
FAAS
306
First Allied Advisory Services
California
$744K -$24K -311 -3%
CTC
307
Central Trust Company
Missouri
$743K -$92K -1,194 -11%
WAM
308
World Asset Management
Michigan
$725K +$4K +52 +0.6%
SCM
309
Shelton Capital Management
Colorado
$723K
TAM
310
Tyers Asset Management
Texas
$718K -$52.5K -682 -7%
OI
311
Oakbrook Investments
Illinois
$680K +$200K +2,600 +45%
PP
312
Prudential plc
United Kingdom
$663K
SO
313
STRS Ohio
Ohio
$651K +$37K +481 +6%
ProShare Advisors
314
ProShare Advisors
Maryland
$645K -$59.5K -773 -9%
HSA
315
HBK Sorce Advisory
Pennsylvania
$635K +$123K +1,593 +25%
SMDAM
316
Sumitomo Mitsui DS Asset Management
Japan
$634K -$81.7K -1,061 -12%
NIPH
317
NN Investment Partners Holdings
Netherlands
$613K +$530K +6,885 +984%
Creative Planning
318
Creative Planning
Kansas
$612K +$59.2K +769 +11%
IR
319
Invictus RG
Bermuda
$597K -$157K -2,041 -22%
GLA
320
Great Lakes Advisors
Illinois
$590K +$308 +4 +0.1%
DekaBank Deutsche Girozentrale
321
DekaBank Deutsche Girozentrale
Germany
$587K -$14.9K -194 -3%
Nomura Holdings
322
Nomura Holdings
Japan
$577K +$549K +7,131 New
RCA
323
Rowland Carmichael Advisors
Arizona
$575K
KFA
324
Kelleher Financial Advisors
New York
$565K
WP
325
WealthSource Partners
California
$565K +$5.01K +65 +0.9%