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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 %
WRM
326
Westport Resources Management
Connecticut
$17K
FMT
327
First Mercantile Trust
Tennessee
$17K +$17K +414 New
FHA
328
First Horizon Advisors
Tennessee
$15K -$1.21K -30 -7%
HMS
329
Hanseatic Management Services
New Mexico
$15K +$14.5K +343 +2,638%
WCBA
330
Weaver C. Barksdale & Associates
Tennessee
$11K -$581 -14 -5%
NFG
331
Next Financial Group
Texas
$11K +$11K +268 New
BAM
332
Brave Asset Management
New Jersey
$9K
EFSCE
333
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
WT
334
Whittier Trust
California
$9K
HI
335
Hudock Inc
Pennsylvania
$9K
EWM
336
Evercore Wealth Management
New York
$9K +$9K +225 New
CFS
337
Community Financial System
New York
$8K
LNB
338
Ledyard National Bank
$8K
BC
339
Bartlett & Co
Ohio
$8K
TCM
340
Tradewinds Capital Management
Washington
$8K
S
341
SignatureFD
Georgia
$7K -$1.82K -44 -21%
VNB
342
Valley National Bancorp
New York
$7K
WA
343
Waverly Advisors
Alabama
$7K +$236 +6 +3%
TWA
344
TCI Wealth Advisors
Arizona
$5K
SNT
345
Security National Trust
West Virginia
$5K
BG
346
Bollard Group
Massachusetts
$5K
WTB
347
Washington Trust Bank
Washington
$5K
ATC
348
Adirondack Trust Company
New York
$5K
PTC
349
Private Trust Company
Ohio
$4K
CFA
350
Carroll Financial Associates
North Carolina
$4K