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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
326
Advisory Services Network
Georgia
$925K +$751K +8,602 +534%
ECAM
327
East Coast Asset Management
Massachusetts
$919K
Creative Planning
328
Creative Planning
Kansas
$900K +$206K +2,365 +31%
JG
329
Jefferies Group
New York
$900K +$867K +9,939 New
Twin Tree Management
330
Twin Tree Management
Texas
$891K +$858K +9,832 New
Skandinaviska Enskilda Banken (SEB)
331
Skandinaviska Enskilda Banken (SEB)
Sweden
$861K +$347K +3,975 +72%
RJFSA
332
Raymond James Financial Services Advisors
Florida
$848K -$469K -5,379 -36%
HSA
333
HBK Sorce Advisory
Pennsylvania
$846K +$129K +1,480 +19%
PP
334
Prudential plc
United Kingdom
$842K +$96K +1,100 +13%
LWM
335
Lyons Wealth Management
Florida
$825K +$794K +9,097 New
SCM
336
Shelton Capital Management
Colorado
$810K
CTC
337
Central Trust Company
Missouri
$788K -$42.8K -491 -5%
FAAS
338
First Allied Advisory Services
California
$781K -$51.6K -591 -6%
OI
339
Oakbrook Investments
Illinois
$776K +$14K +160 +2%
WAM
340
World Asset Management
Michigan
$770K -$40.8K -468 -5%
Susquehanna International Group
341
Susquehanna International Group
Pennsylvania
$736K -$1.97M -22,547 -74%
DIM
342
DC Investments Management
Virginia
$725K +$698K +8,004 New
PAM
343
Panagora Asset Management
Massachusetts
$721K -$530K -6,075 -43%
Wolverine Trading
344
Wolverine Trading
Illinois
$700K +$674K +7,729 New
SMDAM
345
Sumitomo Mitsui DS Asset Management
Japan
$694K -$16.6K -190 -2%
GHCM
346
Glen Harbor Capital Management
California
$691K +$102K +1,168 +18%
MML Investors Services
347
MML Investors Services
Massachusetts
$691K +$114K +1,311 +21%
NIPH
348
NN Investment Partners Holdings
Netherlands
$686K
WP
349
WealthSource Partners
California
$667K +$32.5K +373 +5%
BOH
350
Bank of Hawaii
Hawaii
$646K +$114K +1,310 +23%