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Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
351
Prudential plc
United Kingdom
$1.12M +$433K +3,760 +63%
Creative Planning
352
Creative Planning
Kansas
$1.1M +$74.5K +647 +7%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$1.07M +$734K +6,402 +218%
HSA
354
HBK Sorce Advisory
Pennsylvania
$1.06M -$39.4K -342 -4%
SB
355
Suntrust Banks
Georgia
$1.04M -$795K -6,905 -43%
SBIA
356
Sheaff Brock Investment Advisors
Indiana
$1.03M +$1.03M +8,951 New
LCM
357
Landscape Capital Management
New Jersey
$1.03M +$1.03M +8,952 New
GHCM
358
Glen Harbor Capital Management
California
$1.03M -$569K -4,944 -36%
BOH
359
Bank of Hawaii
Hawaii
$1M -$23.8K -207 -2%
JIM
360
Jensen Investment Management
Oregon
$986K -$102M -886,685 -99%
CP
361
Cumberland Partners
Ontario, Canada
$984K +$984K +8,550 New
WAM
362
World Asset Management
Michigan
$953K +$99.4K +864 +12%
SCM
363
Shelton Capital Management
Colorado
$948K
RJT
364
Raymond James Trust
Florida
$947K -$120K -1,043 -11%
GI
365
GAMCO Investors
Connecticut
$918K +$604K +5,250 +192%
SIM
366
Sentry Investment Management
Wisconsin
$879K +$879K +7,639 New
PAM
367
Panagora Asset Management
Massachusetts
$877K -$45.6K -396 -5%
SWP
368
Stratos Wealth Partners
Ohio
$865K +$36.8K +320 +4%
LWM
369
Lyons Wealth Management
Florida
$858K -$206K -1,792 -19%
Wolverine Trading
370
Wolverine Trading
Illinois
$851K
QT
371
Quantbot Technologies
New York
$847K +$847K +7,363 New
Lido Advisors
372
Lido Advisors
California
$829K +$91.2K +793 +12%
TAM
373
Tocqueville Asset Management
New York
$823K +$216K +1,878 +36%
RCA
374
Rowland Carmichael Advisors
Arizona
$820K
AP
375
Advisors Preferred
Maryland
$818K -$989K -8,593 -55%