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Broadridge

496 hedge funds and large institutions have $6.8B invested in Broadridge in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
42
Increased
183
Reduced
176
Closed
43
Calls
$9.95M
Puts
$10.1M
Net Calls
-$168K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
376
Plante Moran Financial Advisors
Michigan
$222K -$7.39K -109 -3%
MMPW
377
Mitchell McLeod Pugh & Williams
Alabama
$221K
NA
378
NewEdge Advisors
Louisiana
$220K +$200 +3 +0.1%
Lido Advisors
379
Lido Advisors
California
$216K +$216K +3,158 New
AMIM
380
Aull & Monroe Investment Management
Alabama
$215K -$15.3K -225 -7%
B
381
BancorpSouth
Mississippi
$213K
DCM
382
Driehaus Capital Management
Illinois
$208K -$102K -1,506 -33%
ST
383
Smithfield Trust
Pennsylvania
$207K -$47.8K -702 -19%
Twin Tree Management
384
Twin Tree Management
Texas
$205K -$238K -3,506 -54%
MML Investors Services
385
MML Investors Services
Massachusetts
$205K +$205K +3,019 New
WA
386
Wheatland Advisors
Pennsylvania
$203K -$17K -250 -8%
EWM
387
Evercore Wealth Management
New York
$203K
MF
388
Magnetar Financial
Illinois
$203K +$203K +2,992 New
MSV
389
MN Services Vermogensbeheer
Netherlands
$202K +$11.1K +174 +6%
BEAM
390
Baker Ellis Asset Management
Washington
$194K
QI
391
QS Investors
New York
$184K -$815K -11,984 -82%
PCM
392
Penserra Capital Management
California
$181K -$7.67K -113 -4%
Nordea Investment Management
393
Nordea Investment Management
Sweden
$174K
CGT
394
Capital Guardian Trust
California
$172K
LS
395
Livforsakringsbolaget Skandia
Sweden
$156K -$577K -8,500 -79%
IIC
396
Integrated Investment Consultants
Michigan
$149K
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$126K -$56.5K -828 -31%
VanEck Associates
398
VanEck Associates
New York
$123K +$9.15K +135 +8%
AIM
399
Arcadia Investment Management
Michigan
$109K
GXMC
400
Global X Management Company
New York
$96K +$23.2K +341 +32%