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Broadridge

520 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

18% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $2.85M

7% more capital invested

Capital invested by funds: $7.44B → $7.96B (+$522M)

2% more funds holding

Funds holding: 508520 (+12)

0.83% more ownership

Funds ownership: 83.8%84.63% (+0.83%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 196

Holders
520
Holders Change
+12
Holders Change %
+2.36%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
31
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
376
EULAV Asset Management
Florida
$331K +$316K +4,100 New
WG
377
Winton Group
United Kingdom
$329K -$736K -9,561 -70%
P
378
Pitcairn
Pennsylvania
$324K -$1.93K -25 -0.6%
GT
379
Glenmede Trust
Pennsylvania
$322K +$17.8K +231 +6%
AFA
380
Abacus FCF Advisors
Florida
$321K +$306K +3,969 New
BBHC
381
Brown Brothers Harriman & Co
New York
$315K -$90.3K -1,173 -23%
CB
382
Commerce Bank
Missouri
$310K +$1.23K +16 +0.4%
IIC
383
Ironwood Investment Counsel
Arizona
$310K +$5.78K +75 +2%
LCM
384
Laurion Capital Management
New York
$307K -$300K -3,900 -51%
KI
385
Koch Industries
Kansas
$304K +$289K +3,758 New
CC
386
Courier Capital
New York
$296K
LPL Financial
387
LPL Financial
California
$295K -$1.69K -22 -0.6%
WAM
388
Wealthspire Advisors (Maryland)
Maryland
$292K -$3.47K -45 -1%
EMG
389
Ellington Management Group
Connecticut
$291K +$61.6K +800 +29%
CS
390
Comerica Securities
Michigan
$288K +$273K +3,550 New
First Manhattan
391
First Manhattan
New York
$285K +$16.2K +210 +6%
V
392
Veritable
Delaware
$283K +$51.7K +671 +24%
SI
393
Stephens Inc
Arkansas
$281K -$6.16K -80 -2%
RWA
394
Ropes Wealth Advisors
Massachusetts
$280K +$5.78K +75 +2%
AP
395
Appleton Partners
Massachusetts
$279K
Daiwa Securities Group
396
Daiwa Securities Group
Japan
$279K
PCM
397
Penserra Capital Management
California
$277K +$31.3K +406 +13%
IA
398
IFP Advisors
Florida
$268K +$22.3K +290 +10%
PMFA
399
Plante Moran Financial Advisors
Michigan
$266K +$1.69K +22 +0.7%
FANJ
400
Financial Architects (New Jersey)
New Jersey
$265K