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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
376
LPL Financial
California
$1.21M -$394K -2,990 -25%
TCM
377
Twin Capital Management
Pennsylvania
$1.2M +$1.2M +9,120 New
BOH
378
Bank of Hawaii
Hawaii
$1.19M +$43.2K +327 +4%
SBIA
379
Sheaff Brock Investment Advisors
Indiana
$1.17M -$16K -121 -1%
SPIA
380
Steward Partners Investment Advisory
New York
$1.16M +$257K +1,944 +28%
HSA
381
HBK Sorce Advisory
Pennsylvania
$1.15M -$64K -485 -5%
FL
382
Fort LP
Maryland
$1.15M +$1.01M +7,666 +734%
TAM
383
Tocqueville Asset Management
New York
$1.15M +$203K +1,540 +22%
Mackenzie Financial
384
Mackenzie Financial
Ontario, Canada
$1.14M -$24M -181,838 -95%
Susquehanna International Group
385
Susquehanna International Group
Pennsylvania
$1.13M +$1.13M +8,540 New
CC
386
Cipher Capital
New York
$1.13M -$2.58M -19,537 -70%
JIM
387
Jensen Investment Management
Oregon
$1.12M -$8.58K -65 -0.8%
BAMF
388
BI Asset Management Fondsmaeglerselskab
Denmark
$1.12M +$739K +5,600 +193%
MYIA
389
Mount Yale Investment Advisors
Colorado
$1.11M -$39K -359 -3%
CP
390
Cumberland Partners
Ontario, Canada
$1.11M -$16.5K -125 -1%
NIT
391
NumerixS Investment Technologies
British Columbia, Canada
$1.1M -$276K -2,102 -20%
HFM
392
Harvest Fund Management
China
$1.08M +$1.02M +7,736 +1,778%
WAM
393
World Asset Management
Michigan
$1.07M -$19.4K -147 -2%
VI
394
Versor Investments
New York
$1.06M +$554K +4,200 +111%
GI
395
GAMCO Investors
Connecticut
$1.04M -$9.9K -75 -0.9%
SIM
396
Sentry Investment Management
Wisconsin
$1.01M
PAM
397
Panagora Asset Management
Massachusetts
$1M -$3.3K -25 -0.3%
AIL
398
AGF Investments LLC
Ontario, Canada
$984K +$16.9K +128 +2%
OAM
399
Occidental Asset Management
California
$974K +$41.6K +315 +4%
Lido Advisors
400
Lido Advisors
California
$944K -$9.26K -70 -1%