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Broadridge

508 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $6.8B → $7.44B (+$641M)

2% more funds holding

Funds holding: 498508 (+10)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 175

0.93% less ownership

Funds ownership: 84.73%83.8% (-0.93%)

29% less call options, than puts

Call options by funds: $4.55M | Put options by funds: $6.4M

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
12.67%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
55
Increased
174
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$295K
CB
377
Commerce Bank
Missouri
$289K +$16K +222 +6%
LPL Financial
378
LPL Financial
California
$277K -$64.4K -892 -20%
WAM
379
Wealthspire Advisors (Maryland)
Maryland
$277K +$7.87K +109 +3%
CC
380
Courier Capital
New York
$276K
SI
381
Stephens Inc
Arkansas
$269K -$13.5K -187 -5%
IIC
382
Ironwood Investment Counsel
Arizona
$267K
AP
383
Appleton Partners
Massachusetts
$261K
Daiwa Securities Group
384
Daiwa Securities Group
Japan
$261K
RWA
385
Ropes Wealth Advisors
Massachusetts
$256K
GT
386
Glenmede Trust
Pennsylvania
$255K
First Manhattan
387
First Manhattan
New York
$251K
TG
388
TLP Group
Illinois
$249K -$122K -1,692 -34%
FANJ
389
Financial Architects (New Jersey)
New Jersey
$248K
PMFA
390
Plante Moran Financial Advisors
Michigan
$247K
MMPW
391
Mitchell McLeod Pugh & Williams
Alabama
$246K
AMIM
392
Aull & Monroe Investment Management
Alabama
$240K
AP
393
Advisor Partners
California
$240K +$230K +3,180 New
B
394
BancorpSouth
Mississippi
$237K
SOADOR
395
State of Alaska Department of Revenue
Alaska
$233K -$24.3K -337 -10%
SWM
396
Segment Wealth Management
Texas
$233K +$223K +3,083 New
IA
397
IFP Advisors
Florida
$228K -$51.6K -715 -19%
PCM
398
Penserra Capital Management
California
$227K +$25.1K +348 +13%
EWM
399
Evercore Wealth Management
New York
$220K -$5.41K -75 -3%
BEAM
400
Baker Ellis Asset Management
Washington
$215K