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Broadridge

464 hedge funds and large institutions have $5.98B invested in Broadridge in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 160 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
52
Increased
168
Reduced
160
Closed
45
Calls
$4.76M
Puts
$3M
Net Calls
+$1.77M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Shares
Change %
FRM
351
Fox Run Management
Connecticut
$237K +$237K +4,000 New
Creative Planning
352
Creative Planning
Kansas
$231K +$416 +7 +0.2%
WAM
353
Wealthspire Advisors (Maryland)
Maryland
$231K +$26.7K +450 +13%
FMWA
354
Forvis Mazars Wealth Advisors
Missouri
$230K +$230K +3,877 New
BFM
355
Boston Financial Management
Massachusetts
$228K -$19.5K -330 -8%
FNT
356
First National Trust
Pennsylvania
$224K -$25.9K -437 -10%
GF
357
Gerstein Fisher
New York
$223K -$36.1K -608 -14%
OAM
358
Occidental Asset Management
California
$216K +$216K +3,648 New
MHC
359
Meyer Handelman Company
New York
$215K +$215K +3,625 New
AMIM
360
Aull & Monroe Investment Management
Alabama
$208K +$208K +3,502 New
TNBTD
361
Trustmark National Bank Trust Department
Mississippi
$208K +$208K +3,509 New
OCG
362
Opus Capital Group
Ohio
$205K -$102K -1,721 -33%
B
363
BancorpSouth
Mississippi
$204K +$204K +3,442 New
First Manhattan
364
First Manhattan
New York
$197K
PMFA
365
Plante Moran Financial Advisors
Michigan
$193K
FANJ
366
Financial Architects (New Jersey)
New Jersey
$185K +$185K +3,127 New
Zurich Cantonal Bank
367
Zurich Cantonal Bank
Switzerland
$183K
EWM
368
Evercore Wealth Management
New York
$182K
RWA
369
Ropes Wealth Advisors
Massachusetts
$172K
Barclays
370
Barclays
United Kingdom
$170K -$333K -5,668 -66%
CAM
371
ClariVest Asset Management
California
$167K
IWM
372
Integrated Wealth Management
California
$152K
Nordea Investment Management
373
Nordea Investment Management
Sweden
$152K +$14.1K +238 +10%
FNBT
374
FineMark National Bank & Trust
Florida
$139K +$3.92K +66 +3%
CGT
375
Capital Guardian Trust
California
$132K +$4.51K +76 +4%