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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
376
Sentry Investment Management
Wisconsin
$716K -$18.8K -195 -3%
CP
377
Cumberland Partners
Ontario, Canada
$709K -$101K -1,050 -12%
AP
378
Advisor Partners
California
$702K +$256K +2,659 +57%
RBA
379
Richard Bernstein Advisors
New York
$680K
LPL Financial
380
LPL Financial
California
$674K -$205K -2,133 -23%
AWM
381
Altium Wealth Management
New York
$674K
Balyasny Asset Management
382
Balyasny Asset Management
Illinois
$672K -$209K -2,170 -24%
CSS
383
Cubist Systematic Strategies
Connecticut
$665K -$1.96M -20,333 -75%
WF
384
Welch & Forbes
Massachusetts
$643K
LWM
385
Lyons Wealth Management
Florida
$641K -$47K -488 -7%
Mariner
386
Mariner
Kansas
$638K +$13.3K +138 +2%
Jane Street
387
Jane Street
New York
$636K +$187K +1,948 +42%
II
388
IFM Investors
Australia
$634K +$82.8K +861 +15%
CS
389
Cannell & Spears
New York
$622K
PGAM
390
Princeton Global Asset Management
New Jersey
$621K +$621K +6,448 New
AAM
391
Azzad Asset Management
Virginia
$614K
COPPSERS
392
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$613K -$306K -3,177 -33%
CTC
393
Central Trust Company
Missouri
$607K -$1.45K -15 -0.2%
S
394
Seeyond
France
$602K +$602K +6,257 New
HK
395
Horizon Kinetics
New York
$597K
SC
396
Sepio Capital
Utah
$589K +$589K +6,118 New
LSERS
397
Louisiana State Employees Retirement System
Louisiana
$587K -$67.4K -700 -10%
PA
398
Pinnacle Associates
New York
$578K +$1.25K +13 +0.2%
Public Sector Pension Investment Board (PSP Investments)
399
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$578K +$48.2K +500 +9%
TH
400
TCTC Holdings
Texas
$570K