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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
351
HBK Sorce Advisory
Pennsylvania
$959K +$117K +1,220 +14%
Creative Planning
352
Creative Planning
Kansas
$956K +$52.1K +541 +6%
NMERB
353
New Mexico Educational Retirement Board
New Mexico
$953K -$57.8K -600 -6%
SMDAM
354
Sumitomo Mitsui DS Asset Management
Japan
$943K -$48.1K -500 -5%
SB
355
Suntrust Banks
Georgia
$923K -$18.4K -191 -2%
LBD
356
Landsberg Bennett & Dubbaneh
Florida
$908K +$908K +9,435 New
TCM
357
Twin Capital Management
Pennsylvania
$868K -$9.62K -100 -1%
BOH
358
Bank of Hawaii
Hawaii
$864K -$6.26K -65 -0.7%
BCM
359
Bayesian Capital Management
New York
$863K +$395K +4,100 +84%
CFGS
360
Concourse Financial Group Securities
Alabama
$862K -$18.6K -192 -2%
BAM
361
Blueshift Asset Management
New Jersey
$859K +$859K +8,921 New
GHCM
362
Glen Harbor Capital Management
California
$849K -$296K -3,072 -26%
SPIA
363
Steward Partners Investment Advisory
New York
$849K +$5.29K +55 +0.6%
SBIA
364
Sheaff Brock Investment Advisors
Indiana
$843K -$6.83K -71 -0.8%
FHB
365
First Hawaiian Bank
Hawaii
$827K -$168K -1,744 -17%
GH
366
GAM Holding
Switzerland
$824K -$296K -3,077 -26%
AA
367
ALPS Advisors
Colorado
$815K +$510K +5,303 +167%
SWP
368
Stratos Wealth Partners
Ohio
$803K -$435K -4,521 -35%
JIC
369
Johnson Investment Counsel
Ohio
$798K +$123K +1,277 +18%
FA
370
FDx Advisors
Illinois
$762K -$651K -6,768 -46%
JG
371
Jefferies Group
New York
$754K -$2.2M -22,836 -74%
WAM
372
World Asset Management
Michigan
$754K -$28.8K -299 -4%
OAM
373
Occidental Asset Management
California
$742K +$31.6K +328 +4%
PAM
374
Panagora Asset Management
Massachusetts
$731K
Wealthfront Advisers
375
Wealthfront Advisers
California
$721K +$721K +7,486 New