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Broadridge

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
376
Occidental Asset Management
California
$850K +$50.9K +491 +6%
FA
377
FDx Advisors
Illinois
$847K +$25.8K +249 +3%
JIC
378
Johnson Investment Counsel
Ohio
$840K -$19.9K -192 -2%
LPL Financial
379
LPL Financial
California
$835K +$109K +1,048 +15%
WAM
380
World Asset Management
Michigan
$830K +$17.8K +172 +2%
WG
381
Winton Group
United Kingdom
$802K +$802K +7,730 New
AAS
382
Avantax Advisory Services
Texas
$793K +$226K +2,176 +40%
TI
383
Trexquant Investment
Connecticut
$782K -$1.34M -12,943 -63%
CP
384
Cumberland Partners
Ontario, Canada
$765K
AP
385
Advisor Partners
California
$757K +$829 +8 +0.1%
Capital Fund Management (CFM)
386
Capital Fund Management (CFM)
France
$746K -$6.57M -63,371 -90%
II
387
IFM Investors
Australia
$741K +$58.1K +561 +9%
NIT
388
NumerixS Investment Technologies
British Columbia, Canada
$740K +$740K +7,200 New
PGAM
389
Princeton Global Asset Management
New Jersey
$728K +$60K +579 +9%
AWM
390
Altium Wealth Management
New York
$727K +$623 +6 +0.1%
BRWA
391
B. Riley Wealth Advisors
Florida
$714K +$225K +2,167 +46%
SIM
392
Sentry Investment Management
Wisconsin
$709K -$62.9K -607 -8%
COPPSERS
393
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$701K +$40.8K +394 +6%
WF
394
Welch & Forbes
Massachusetts
$693K
ACM
395
AlphaCrest Capital Management
New York
$692K +$421K +4,058 +155%
NA
396
Neuburgh Advisers
California
$691K -$1.25M -12,070 -64%
GCP
397
GSA Capital Partners
United Kingdom
$679K +$679K +6,547 New
SC
398
Sepio Capital
Utah
$672K +$37.7K +364 +6%
CS
399
Cannell & Spears
New York
$670K
S
400
Seeyond
France
$649K