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Broadridge

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
376
Stratos Wealth Partners
Ohio
$238K +$34.3K +517 +17%
BCM
377
Brown Capital Management
Maryland
$229K +$229K +3,448 New
VKH
378
Virtu KCG Holdings
New York
$224K -$865K -13,038 -79%
AMIM
379
Aull & Monroe Investment Management
Alabama
$224K
PMFA
380
Plante Moran Financial Advisors
Michigan
$224K +$8.01K +121 +4%
AP
381
AHL Partners
United Kingdom
$223K -$5.04M -75,889 -96%
First Manhattan
382
First Manhattan
New York
$220K
NA
383
NewEdge Advisors
Louisiana
$220K +$5.14K +77 +2%
BW
384
Bison Wealth
Georgia
$219K -$31K -469 -12%
FANJ
385
Financial Architects (New Jersey)
New Jersey
$218K +$8.9K +134 +4%
WA
386
Wheatland Advisors
Pennsylvania
$215K
MMPW
387
Mitchell McLeod Pugh & Williams
Alabama
$215K
B
388
BancorpSouth
Mississippi
$208K
Wolverine Trading
389
Wolverine Trading
Illinois
$206K +$206K +3,100 New
I
390
IberiaBank
Louisiana
$204K +$204K +3,079 New
Daiwa Securities Group
391
Daiwa Securities Group
Japan
$202K
EWM
392
Evercore Wealth Management
New York
$198K -$5.11K -77 -3%
RWA
393
Ropes Wealth Advisors
Massachusetts
$193K
BEAM
394
Baker Ellis Asset Management
Washington
$189K -$76.3K -1,150 -29%
MSV
395
MN Services Vermogensbeheer
Netherlands
$189K
PCM
396
Penserra Capital Management
California
$183K +$26.5K +403 +17%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$177K -$22K -332 -11%
PRS
398
Pinkerton Retirement Specialists
Idaho
$174K +$6.57K +99 +4%
BBHC
399
Brown Brothers Harriman & Co
New York
$171K +$159K +2,400 +1,297%
Nordea Investment Management
400
Nordea Investment Management
Sweden
$170K