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Broadridge

496 hedge funds and large institutions have $6.8B invested in Broadridge in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
42
Increased
183
Reduced
176
Closed
43
Calls
$9.95M
Puts
$10.1M
Net Calls
-$168K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
326
Occidental Asset Management
California
$429K +$69K +1,016 +19%
SIA
327
Sit Investment Associates
Minnesota
$428K +$306K +4,500 +250%
RCAMU
328
Rothschild & Co Asset Management US
Connecticut
$422K -$87.3K -1,283 -17%
RQS
329
Ramsey Quantitative Systems
Kentucky
$416K -$660K -4,323 -61%
FM
330
Forward Management
California
$416K +$13.6K +200 +3%
PAS
331
Park Avenue Securities
New York
$414K +$38.1K +562 +10%
GLA
332
Great Lakes Advisors
Illinois
$411K +$101K +1,488 +33%
FCBT
333
First Citizens Bank & Trust
North Carolina
$407K -$5.7K -84 -1%
SWP
334
Stratos Wealth Partners
Ohio
$405K +$161K +2,373 +66%
TH
335
TCTC Holdings
Texas
$403K
MIAN
336
Mariner Independent Advisor Network
Kansas
$402K +$402K +5,922 New
RJFSA
337
Raymond James Financial Services Advisors
Florida
$393K -$520K -7,658 -57%
BUB
338
BBVA USA Bancshares
Texas
$392K -$17.3K -254 -4%
RFCA
339
R&F Capital Advisors
New York
$392K +$140K +2,053 +55%
HCM
340
Howland Capital Management
Massachusetts
$374K
BRWA
341
B. Riley Wealth Advisors
Florida
$368K -$2.05K -30 -0.6%
GHCM
342
Glen Harbor Capital Management
California
$361K -$33.7K -496 -9%
BTNA
343
Bremer Trust National Association
Minnesota
$358K -$22.2K -327 -6%
Parallax Volatility Advisers
344
Parallax Volatility Advisers
California
$358K +$358K +5,275 New
Skandinaviska Enskilda Banken (SEB)
345
Skandinaviska Enskilda Banken (SEB)
Sweden
$356K +$61.2K +900 +21%
HNB
346
Huntington National Bank
Ohio
$349K -$3.94K -58 -1%
BBHC
347
Brown Brothers Harriman & Co
New York
$345K +$169K +2,488 +96%
HWA
348
Heritage Wealth Advisors
Virginia
$340K
TG
349
TLP Group
Illinois
$339K +$339K +4,992 New
CI
350
Cigna Investments
Connecticut
$333K +$37.6K +552 +13%