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Broadridge

520 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

18% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $2.85M

7% more capital invested

Capital invested by funds: $7.44B → $7.96B (+$522M)

2% more funds holding

Funds holding: 508520 (+12)

0.83% more ownership

Funds ownership: 83.8%84.63% (+0.83%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 196

Holders
520
Holders Change
+12
Holders Change %
+2.36%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
31
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BGDI
351
BW Gestao de Investimentos
Brazil
$442K -$60.1K -780 -12%
MAM
352
Meeder Asset Management
Ohio
$440K -$129K -1,681 -24%
SIA
353
Sit Investment Associates
Minnesota
$440K -$65.5K -850 -13%
GW
354
GW & Wade
Massachusetts
$428K -$386K -5,010 -49%
TA
355
Tiedemann Advisors
New York
$425K +$482K +6,262 New
OAM
356
Oxford Asset Management
United Kingdom
$420K +$400K +5,198 New
IUHSA
357
Itau Unibanco Holding S.A.
Brazil
$417K +$102K +1,323 +427%
BRWA
358
B. Riley Wealth Advisors
Florida
$415K -$8.7K -113 -2%
BUB
359
BBVA USA Bancshares
Texas
$406K -$26.3K -341 -6%
HWA
360
Heritage Wealth Advisors
Virginia
$404K
HNB
361
Huntington National Bank
Ohio
$401K -$14.2K -184 -4%
Toronto Dominion Bank
362
Toronto Dominion Bank
Ontario, Canada
$401K +$271K +3,513 +242%
CM
363
Castleark Management
Illinois
$390K -$48.5K -630 -12%
FMWA
364
Forvis Mazars Wealth Advisors
Missouri
$389K +$10.2K +133 +3%
MYLI
365
Meiji Yasuda Life Insurance
Japan
$386K +$368K +4,780 New
Mariner
366
Mariner
Kansas
$385K -$18.7K -243 -5%
FB
367
Fulton Bank
Pennsylvania
$378K -$85.8K -1,114 -19%
SOADOR
368
State of Alaska Department of Revenue
Alaska
$373K +$118K +1,530 +49%
CI
369
Cigna Investments
Connecticut
$371K +$847 +11 +0.2%
PM
370
Parametrica Management
Hong Kong
$360K +$343K +4,449 New
TSW
371
Thompson Siegel & Walmsley
Virginia
$356K
BTNA
372
Bremer Trust National Association
Minnesota
$350K +$8.32K +108 +3%
VIA
373
Vident Investment Advisory
Georgia
$338K +$322K +4,183 New
ACP
374
Ashfield Capital Partners
California
$337K
EOJOAM
375
E. Ohman J:or Asset Management
Sweden
$331K +$15.4K +200 +5%