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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
WA1
301
Wimmer Associates 1
California
$1.12M +$2.62K +30 +0.2%
LIA
302
LS Investment Advisors
Michigan
$1.11M -$92.9K -1,065 -8%
WIP
303
Wellesley Investment Partners
Massachusetts
$1.11M +$42.8K +490 +4%
MUAMU
304
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.09M -$785K -9,000 -43%
RCM
305
Riverhead Capital Management
Delaware
$1.08M +$157K +1,800 +18%
NIC
306
Northwest Investment Counselors
Oregon
$1.07M -$1.31K -15 -0.1%
PAG
307
Private Advisor Group
New Jersey
$1.06M -$35.4K -406 -3%
BAM
308
Boyar Asset Management
New York
$1.06M -$24.3K -278 -2%
Wellington Management Group
309
Wellington Management Group
Massachusetts
$1.04M +$1.01M +11,519 New
CCM
310
Coldstream Capital Management
Washington
$1.03M +$10.3K +118 +1%
XK
311
Xact Kapitalforvaltning
Sweden
$1.01M +$133K +1,523 +16%
N
312
Natixis
France
$1M -$1.92M -22,048 -67%
FBT
313
First Bank & Trust
South Dakota
$999K +$3.75K +43 +0.4%
CMANY
314
Capital Management Associates (New York)
New York
$996K -$500K -5,725 -34%
RJT
315
Raymond James Trust
Florida
$995K -$52.2K -598 -5%
SO
316
STRS Ohio
Ohio
$995K +$256K +2,931 +36%
ProShare Advisors
317
ProShare Advisors
Maryland
$992K +$260K +2,977 +37%
JIC
318
Johnson Investment Counsel
Ohio
$988K -$18.6K -213 -2%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$983K +$22.8K +261 +2%
MBA
320
McQueen Ball & Associates
Pennsylvania
$981K
TAM
321
Tyers Asset Management
Texas
$950K +$140K +1,606 +18%
TW
322
Transform Wealth
Colorado
$944K -$93.4K -1,070 -9%
GH
323
GAM Holding
Switzerland
$943K +$908K +10,407 New
CAM
324
ClariVest Asset Management
California
$942K +$907K +10,400 New
Jane Street
325
Jane Street
New York
$940K -$1.46M -16,686 -62%