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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
OI
326
Oakbrook Investments
Illinois
$1.8M +$1.16M +8,775 +179%
CEP
327
Chicago Equity Partners
Illinois
$1.8M -$1.34M -10,145 -43%
AIP
328
Ameritas Investment Partners
Nebraska
$1.8M +$435K +3,300 +32%
CCM
329
Cadence Capital Management
Massachusetts
$1.75M -$57.9K -439 -3%
LSV Asset Management
330
LSV Asset Management
Illinois
$1.75M +$1.75M +13,234 New
BFEC
331
Benjamin F. Edwards & Company
Missouri
$1.74M +$46K +349 +3%
LIM
332
Leavell Investment Management
Alabama
$1.72M -$5.03K -38 -0.3%
PAG
333
Private Advisor Group
New Jersey
$1.71M -$1.37M -10,350 -44%
Fayez Sarofim & Co
334
Fayez Sarofim & Co
Texas
$1.7M
RMSCM
335
R.M. Sincerbeaux Capital Management
New York
$1.7M
SWP
336
Stratos Wealth Partners
Ohio
$1.7M +$706K +5,351 +71%
LIA
337
LS Investment Advisors
Michigan
$1.7M +$838K +6,352 +98%
TCM
338
Tributary Capital Management
Nebraska
$1.67M -$356K -2,700 -18%
IMOV
339
Investment Management of Virginia
Virginia
$1.61M -$300K -2,275 -16%
CCM
340
Coldstream Capital Management
Washington
$1.6M +$82.9K +628 +5%
MML Investors Services
341
MML Investors Services
Massachusetts
$1.6M +$688K +5,218 +76%
SAM
342
Securian Asset Management
Minnesota
$1.59M -$14.6K -111 -0.9%
GHCM
343
Glen Harbor Capital Management
California
$1.57M +$393K +2,976 +33%
NIC
344
Northwest Investment Counselors
Oregon
$1.54M
GH
345
GAM Holding
Switzerland
$1.54M +$862K +6,538 +128%
B
346
Barings
North Carolina
$1.53M +$1.53M +11,575 New
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$1.53M +$43.7K +331 +3%
PG
348
Pendal Group
Australia
$1.51M +$1.51M +11,455 New
BAM
349
Boyar Asset Management
New York
$1.5M
GCA
350
Gideon Capital Advisors
New York
$1.46M +$1.46M +11,058 New