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Broadridge

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
351
Huntington National Bank
Ohio
$345K
HWA
352
Heritage Wealth Advisors
Virginia
$332K
DCM
353
Driehaus Capital Management
Illinois
$303K +$303K +4,564 New
GLA
354
Great Lakes Advisors
Illinois
$302K -$1.8M -27,149 -86%
Mariner
355
Mariner
Kansas
$300K +$300K +4,517 New
PAG
356
Private Advisor Group
New Jersey
$298K +$77.1K +1,166 +35%
PHAM
357
Palisades Hudson Asset Management
Florida
$297K
LPL Financial
358
LPL Financial
California
$295K -$23K -349 -7%
WAM
359
Wealthspire Advisors (Maryland)
Maryland
$292K -$29.5K -446 -9%
AP
360
Appleton Partners
Massachusetts
$292K -$9.94K -150 -3%
IIC
361
Ironwood Investment Counsel
Arizona
$287K -$22K -375 -7%
Skandinaviska Enskilda Banken (SEB)
362
Skandinaviska Enskilda Banken (SEB)
Sweden
$287K +$55.3K +835 +24%
CI
363
Cigna Investments
Connecticut
$287K +$287K +4,331 New
ACP
364
Ashfield Capital Partners
California
$286K
AIL
365
AGF Investments LLC
Ontario, Canada
$281K +$281K +4,240 New
RA
366
Rational Advisors
New York
$259K +$259K +3,900 New
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$253K
FRM
368
Fox Run Management
Connecticut
$252K +$252K +3,800 New
IA
369
IFP Advisors
Florida
$250K +$67.6K +1,020 +37%
SI
370
Stephens Inc
Arkansas
$248K -$43.3K -654 -15%
GT
371
Glenmede Trust
Pennsylvania
$248K
ST
372
Smithfield Trust
Pennsylvania
$248K +$151K +2,284 +156%
CC
373
Courier Capital
New York
$246K -$45.4K -685 -16%
RFCA
374
R&F Capital Advisors
New York
$246K +$246K +3,711 New
MHC
375
Meyer Handelman Company
New York
$240K