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Broadridge

519 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
30
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
326
Cannell & Spears
New York
$555K
OAM
327
Occidental Asset Management
California
$548K +$11.2K +138 +2%
SWP
328
Stratos Wealth Partners
Ohio
$544K -$33.3K -412 -6%
FM
329
Forward Management
California
$543K +$17K +210 +3%
AA
330
ALPS Advisors
Colorado
$542K -$85.3K -1,055 -14%
WF
331
Welch & Forbes
Massachusetts
$540K
DTL
332
Dynamic Technology Lab
Singapore
$532K -$206K -2,556 -28%
CSS
333
Cubist Systematic Strategies
Connecticut
$525K +$208K +2,571 +66%
GHCM
334
Glen Harbor Capital Management
California
$522K -$40.1K -496 -7%
MCM
335
McKinley Capital Management
Alaska
$511K -$12.7K -157 -2%
MML Investors Services
336
MML Investors Services
Massachusetts
$511K +$126K +1,559 +33%
FCBT
337
First Citizens Bank & Trust
North Carolina
$510K -$119K -1,472 -19%
Cerity Partners
338
Cerity Partners
New York
$506K +$506K +6,264 New
PTC
339
Private Trust Company
Ohio
$505K
CA
340
Commerzbank Aktiengesellschaft
Germany
$504K -$695K -8,600 -58%
NA
341
NewEdge Advisors
Louisiana
$497K -$5.75K -70 -1%
AAM
342
Azzad Asset Management
Virginia
$495K
VF
343
Virtu Financial
New York
$483K +$483K +5,981 New
TH
344
TCTC Holdings
Texas
$479K
SPIA
345
Steward Partners Investment Advisory
New York
$478K +$40.7K +504 +9%
BOH
346
Bank of Hawaii
Hawaii
$470K +$470K +5,821 New
AIL
347
AGF Investments LLC
Ontario, Canada
$455K +$86.7K +1,072 +24%
Skandinaviska Enskilda Banken (SEB)
348
Skandinaviska Enskilda Banken (SEB)
Sweden
$447K +$96.9K +1,200 +28%
HCM
349
Howland Capital Management
Massachusetts
$445K
BGDI
350
BW Gestao de Investimentos
Brazil
$442K -$63.1K -780 -12%