We are live on ! Find out more
BR icon

Broadridge

508 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $6.8B → $7.44B (+$641M)

2% more funds holding

Funds holding: 498508 (+10)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 175

0.93% less ownership

Funds ownership: 84.73%83.8% (-0.93%)

29% less call options, than puts

Call options by funds: $4.55M | Put options by funds: $6.4M

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
12.67%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
55
Increased
174
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
326
Great Lakes Advisors
Illinois
$552K +$90.8K +1,258 +21%
BCM
327
Bayesian Capital Management
New York
$552K +$527K +7,300 New
SWP
328
Stratos Wealth Partners
Ohio
$540K +$84.9K +1,176 +20%
MAM
329
Meeder Asset Management
Ohio
$539K -$175K -2,430 -25%
RCA
330
Rowland Carmichael Advisors
Arizona
$538K
KeyBank National Association
331
KeyBank National Association
Ohio
$537K -$18K -250 -3%
KFA
332
Kelleher Financial Advisors
New York
$528K -$217K -3,000 -30%
GHCM
333
Glen Harbor Capital Management
California
$526K +$119K +1,648 +31%
WP
334
WealthSource Partners
California
$524K -$128K -1,769 -20%
ECM
335
ETrade Capital Management
Virginia
$521K +$4.33K +60 +0.9%
CS
336
Cannell & Spears
New York
$519K
Creative Planning
337
Creative Planning
Kansas
$514K +$31.5K +437 +7%
WF
338
Welch & Forbes
Massachusetts
$505K -$13.1K -182 -3%
OAM
339
Occidental Asset Management
California
$501K +$23.3K +323 +5%
PAS
340
Park Avenue Securities
New York
$493K +$32.4K +449 +7%
FM
341
Forward Management
California
$491K +$26.9K +373 +6%
MCM
342
McKinley Capital Management
Alaska
$489K -$11.3K -156 -2%
SIA
343
Sit Investment Associates
Minnesota
$476K
PTC
344
Private Trust Company
Ohio
$473K +$452K +6,260 New
HSA
345
HBK Sorce Advisory
Pennsylvania
$473K +$452K +6,261 New
BGDI
346
BW Gestao de Investimentos
Brazil
$472K -$51.3K -711 -10%
RCAMU
347
Rothschild & Co Asset Management US
Connecticut
$468K -$1.23K -17 -0.3%
AAM
348
Azzad Asset Management
Virginia
$463K +$442K +6,121 New
NA
349
NewEdge Advisors
Louisiana
$458K +$204K +2,824 +86%
TH
350
TCTC Holdings
Texas
$448K