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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
351
Great Lakes Advisors
Illinois
$645K -$15.8K -181 -2%
RCA
352
Rowland Carmichael Advisors
Arizona
$645K
KFA
353
Kelleher Financial Advisors
New York
$634K
SWP
354
Stratos Wealth Partners
Ohio
$630K +$20.1K +230 +3%
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$621K +$166K +1,898 +38%
OAM
356
Occidental Asset Management
California
$618K +$4.62K +53 +0.8%
ECM
357
ETrade Capital Management
Virginia
$613K -$13.9K -159 -2%
AIL
358
AGF Investments LLC
Ontario, Canada
$607K +$93.5K +1,072 +19%
WF
359
Welch & Forbes
Massachusetts
$605K
AA
360
ALPS Advisors
Colorado
$603K -$4.36K -50 -0.7%
FM
361
Forward Management
California
$594K -$12.1K -139 -2%
DekaBank Deutsche Girozentrale
362
DekaBank Deutsche Girozentrale
Germany
$587K
CS
363
Cannell & Spears
New York
$585K -$35.8K -410 -6%
Cerity Partners
364
Cerity Partners
New York
$579K +$11K +126 +2%
SPIA
365
Steward Partners Investment Advisory
New York
$574K +$36.7K +421 +7%
PTC
366
Private Trust Company
Ohio
$567K
NA
367
NewEdge Advisors
Louisiana
$557K -$6.72K -77 -1%
AAM
368
Azzad Asset Management
Virginia
$554K
TH
369
TCTC Holdings
Texas
$537K
WG
370
Winton Group
United Kingdom
$534K +$160K +1,830 +45%
6M
371
6 Meridian
Kansas
$534K +$514K +5,896 New
BGDI
372
BW Gestao de Investimentos
Brazil
$531K +$34.4K +394 +7%
PG
373
PEAK6 Group
Illinois
$529K +$510K +5,843 New
FMWA
374
Forvis Mazars Wealth Advisors
Missouri
$504K +$65.8K +754 +16%
HCM
375
Howland Capital Management
Massachusetts
$498K