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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Cynosure Advisors
Utah
$484K +$466K +5,346 New
GW
377
GW & Wade
Massachusetts
$481K +$785 +9 +0.2%
BRWA
378
B. Riley Wealth Advisors
Florida
$464K
HNB
379
Huntington National Bank
Ohio
$459K +$9.6K +110 +2%
PSUF
380
People's United Financial
Connecticut
$454K +$437K +5,006 New
MYLI
381
Meiji Yasuda Life Insurance
Japan
$453K +$19.2K +220 +5%
FCBT
382
First Citizens Bank & Trust
North Carolina
$446K -$121K -1,389 -22%
LPL Financial
383
LPL Financial
California
$440K +$105K +1,208 +33%
Mariner
384
Mariner
Kansas
$439K +$7.68K +88 +2%
CM
385
Castleark Management
Illinois
$438K
RBA
386
Richard Bernstein Advisors
New York
$430K +$414K +4,744 New
AWA
387
Arete Wealth Advisors
Illinois
$426K +$410K +4,698 New
MCM
388
McKinley Capital Management
Alaska
$420K -$147K -1,683 -27%
FB
389
Fulton Bank
Pennsylvania
$419K -$5.67K -65 -1%
EAM
390
EULAV Asset Management
Florida
$417K +$43.6K +500 +12%
V
391
Veritable
Delaware
$404K +$83.5K +957 +27%
P
392
Pitcairn
Pennsylvania
$403K +$38.1K +437 +11%
BUB
393
BBVA USA Bancshares
Texas
$392K -$61K -699 -14%
CI
394
Cigna Investments
Connecticut
$392K -$23.1K -265 -6%
PCM
395
Penserra Capital Management
California
$392K +$79.9K +916 +27%
IG
396
ING Group
Netherlands
$388K -$871K -9,978 -70%
ACP
397
Ashfield Capital Partners
California
$377K
TAM
398
Tocqueville Asset Management
New York
$376K +$362K +4,150 New
EOJOAM
399
E. Ohman J:or Asset Management
Sweden
$371K
BFO
400
Biltmore Family Office
North Carolina
$364K +$349K +4,000 New