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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
MMPW
401
Mitchell McLeod Pugh & Williams
Alabama
$263K
IFS
402
Ifrah Financial Services
Arkansas
$257K -$536K -6,962 -69%
AIM
403
Achmea Investment Management
Netherlands
$257K +$245K +3,182 New
AMIM
404
Aull & Monroe Investment Management
Alabama
$256K
B
405
BancorpSouth
Mississippi
$253K
AP
406
Advisor Partners
California
$251K -$5.7K -74 -2%
SWM
407
Segment Wealth Management
Texas
$246K -$2.39K -31 -1%
PHAM
408
Palisades Hudson Asset Management
Florida
$243K -$113K -1,472 -33%
EWM
409
Evercore Wealth Management
New York
$235K
CC
410
Cipher Capital
New York
$232K -$368K -4,777 -63%
BEAM
411
Baker Ellis Asset Management
Washington
$230K
GCA
412
Gideon Capital Advisors
New York
$229K +$218K +2,837 New
DILIC
413
Dai-ichi Life Insurance Company
Japan
$229K +$219K +2,838 New
AB
414
Atlas Brown
Kentucky
$222K +$212K +2,752 New
QI
415
QS Investors
New York
$219K
WA
416
Wheatland Advisors
Pennsylvania
$219K
JMPWA
417
JP Morgan Private Wealth Advisors
California
$218K +$208K +2,699 New
MWM
418
Mission Wealth Management
California
$212K +$202K +2,617 New
ST
419
Smithfield Trust
Pennsylvania
$210K
AAM
420
Aureus Asset Management
Massachusetts
$209K +$199K +2,582 New
Nordea Investment Management
421
Nordea Investment Management
Sweden
$207K
CIA
422
Choate Investment Advisors
Massachusetts
$207K +$197K +2,559 New
CWM
423
CIBC World Markets
New York
$202K -$5.2M -67,500 -96%
CBT
424
Capital Bank & Trust
California
$202K -$1.93K -25 -1%
LS
425
Livforsakringsbolaget Skandia
Sweden
$186K