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Broadridge

410 hedge funds and large institutions have $5.01B invested in Broadridge in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-5
Holders Change %
-1.2%
% of All Funds
11.06%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
43
Increased
146
Reduced
143
Closed
43
Calls
$4.43M
Puts
$1.36M
Net Calls
+$3.07M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Shares
Change %
GWA
376
Genesis Wealth Advisors
Massachusetts
$11.3K
WT
377
Whittier Trust
California
$11K -$13.3K -256 -55%
EFSCE
378
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
BAM
379
Brave Asset Management
New Jersey
$11K
WCBA
380
Weaver C. Barksdale & Associates
Tennessee
$11K +$733 +15 +7%
WIC
381
Woodmont Investment Counsel
Tennessee
$11K +$11K +222 New
FHA
382
First Horizon Advisors
Tennessee
$10K -$4.84K -105 -33%
LNB
383
Ledyard National Bank
$10K
HI
384
Hudock Inc
Pennsylvania
$10K
FMP
385
Financial Management Professionals
Texas
$10K
TCM
386
Tradewinds Capital Management
Washington
$10K
CB
387
Community Bank
New York
$10K
S
388
SignatureFD
Georgia
$9K
Manulife (Manufacturers Life Insurance)
389
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.98K +$179 +3,588 +2%
SNT
390
Security National Trust
West Virginia
$7K
TWA
391
TCI Wealth Advisors
Arizona
$6K
CHP
392
Cable Hill Partners
Oregon
$5K
W
393
Wealthfront
California
$5K +$2.17K +40 +77%
EWM
394
Endurance Wealth Management
Rhode Island
$5K +$5K +100 New
MA
395
MCF Advisors
Kentucky
$4K
QAM
396
QCI Asset Management
New York
$4K
WCM
397
Wealthcare Capital Management
Virginia
$4K
CFA
398
Carroll Financial Associates
North Carolina
$4K +$4K +75 New
Nuveen Asset Management
399
Nuveen Asset Management
Illinois
$3.58K -$465 -9,300 -12%
DBT
400
Dubuque Bank & Trust
Iowa
$3K