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Broadridge

496 hedge funds and large institutions have $6.8B invested in Broadridge in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
42
Increased
183
Reduced
176
Closed
43
Calls
$9.95M
Puts
$10.1M
Net Calls
-$168K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
351
LPL Financial
California
$309K +$5.76K +85 +2%
Mariner
352
Mariner
Kansas
$307K -$340 -5 -0.1%
PHAM
353
Palisades Hudson Asset Management
Florida
$304K
FMWA
354
Forvis Mazars Wealth Advisors
Missouri
$300K +$40.3K +592 +16%
AIL
355
AGF Investments LLC
Ontario, Canada
$289K +$272 +4 +0.1%
P
356
Pitcairn
Pennsylvania
$288K -$78.8K -1,156 -21%
CG
357
Cutler Group
California
$288K +$151K +2,237 +111%
MYLI
358
Meiji Yasuda Life Insurance
Japan
$286K -$74.7K -1,100 -21%
ACP
359
Ashfield Capital Partners
California
$283K -$10.2K -150 -3%
EOJOAM
360
E. Ohman J:or Asset Management
Sweden
$265K +$109K +1,600 +70%
IIC
361
Ironwood Investment Counsel
Arizona
$260K -$6.52K -120 -2%
GT
362
Glenmede Trust
Pennsylvania
$255K
SI
363
Stephens Inc
Arkansas
$255K
IA
364
IFP Advisors
Florida
$254K -$2.58K -38 -1%
CIBC World Market
365
CIBC World Market
Ontario, Canada
$251K +$251K +3,701 New
CC
366
Courier Capital
New York
$249K -$3.68K -54 -1%
SI
367
Sentry Investments
Ontario, Canada
$245K +$245K +3,600 New
CB
368
Commerce Bank
Missouri
$244K +$244K +3,597 New
WAM
369
Wealthspire Advisors (Maryland)
Maryland
$241K -$58.1K -856 -19%
AP
370
Appleton Partners
Massachusetts
$235K -$64.9K -953 -22%
Daiwa Securities Group
371
Daiwa Securities Group
Japan
$234K +$27.1K +400 +13%
SOADOR
372
State of Alaska Department of Revenue
Alaska
$233K +$233K +3,431 New
RWA
373
Ropes Wealth Advisors
Massachusetts
$230K +$32.5K +478 +16%
First Manhattan
374
First Manhattan
New York
$225K
FANJ
375
Financial Architects (New Jersey)
New Jersey
$223K