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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 %
WRM
326
Westport Resources Management
Connecticut
$17K
WCBA
327
Weaver C. Barksdale & Associates
Tennessee
$11K
WA
328
WealthTrust-Arizona
Arizona
$11K +$11K +268 New
GSC
329
Ground Swell Capital
South Carolina
$10K +$10K +239 New
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
BAM
331
Brave Asset Management
New Jersey
$9K
EWM
332
Evercore Wealth Management
New York
$9K
HI
333
Hudock Inc
Pennsylvania
$9K
WT
334
Whittier Trust
California
$9K
LNB
335
Ledyard National Bank
$8K
CFS
336
Community Financial System
New York
$8K
BC
337
Bartlett & Co
Ohio
$8K
TCM
338
Tradewinds Capital Management
Washington
$8K
S
339
SignatureFD
Georgia
$7K -$535 -12 -7%
VNB
340
Valley National Bancorp
New York
$7K
WA
341
Waverly Advisors
Alabama
$7K
PHK
342
Point72 Hong Kong
Hong Kong
$7K +$7K +180 New
Manulife (Manufacturers Life Insurance)
343
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.55K +$65 +1,570 +1%
TWA
344
TCI Wealth Advisors
Arizona
$5K
ATC
345
Adirondack Trust Company
New York
$5K
SNT
346
Security National Trust
West Virginia
$5K
BG
347
Bollard Group
Massachusetts
$5K +$38 +1 +0.8%
RIA
348
Regal Investment Advisors
Michigan
$4K
CFA
349
Carroll Financial Associates
North Carolina
$4K
WA
350
WFG Advisors
Texas
$4K +$2.56K +57 +178%