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Broadridge

388 hedge funds and large institutions have $4.78B invested in Broadridge in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 119 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
10.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
63
Increased
119
Reduced
134
Closed
32
Calls
$4.87M
Puts
$1.66M
Net Calls
+$3.21M
Net Calls Change
+$540K
Name Holding Trade Value Shares
Change
Shares
Change %
RBA
326
Richard Bernstein Advisors
New York
$84K
FNBT
327
FineMark National Bank & Trust
Florida
$83K -$5.25K -114 -6%
IGIM
328
I.G. Investment Management
Manitoba, Canada
$83K +$33.8K +732 +69%
Walleye Trading
329
Walleye Trading
New York
$67K -$288K -6,263 -81%
KT
330
Kanaly Trust
Texas
$65K +$65K +1,400 New
Bessemer Group
331
Bessemer Group
New Jersey
$58K
OC
332
Oakworth Capital
Alabama
$52K +$52K +1,125 New
SF
333
Synovus Financial
Georgia
$51K
WTC
334
WhitTier Trust Company
Nevada
$49K
RC
335
RegentAtlantic Capital
New Jersey
$47.6K +$47.6K +1,030 New
PSUF
336
People's United Financial
Connecticut
$45K
WOC
337
West Oak Capital
California
$36.9K
AW
338
Alpha Windward
Massachusetts
$36K
KCM
339
Karp Capital Management
California
$29K +$29K +635 New
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +505 New
HMS
341
Hanseatic Management Services
New Mexico
$20K -$274 -6 -1%
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$19K -$682 -15 -3%
MWP
343
MYCIO Wealth Partners
Pennsylvania
$19K
WRM
344
Westport Resources Management
Connecticut
$18K
GAM
345
Gemmer Asset Management
California
$18K +$18K +383 New
TFO
346
Tarbox Family Office
California
$18K +$18K +397 New
Royal London Asset Management
347
Royal London Asset Management
United Kingdom
$17.9K +$4.13K +8,882 +30%
FHA
348
First Horizon Advisors
Tennessee
$15K -$5.89K -132 -28%
PFG
349
Pacific Financial Group
Washington
$14K +$14K +300 New
GWA
350
Genesis Wealth Advisors
Massachusetts
$12.1K +$12.1K +225 New