BR icon

Broadridge

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
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
Shares
Change %
HWA
401
Heritage Wealth Advisors
Virginia
$354K -$99.8K -1,100 -22%
BBHC
402
Brown Brothers Harriman & Co
New York
$353K
GT
403
Glenmede Trust
Pennsylvania
$350K -$11.3K -125 -3%
VF
404
Virtu Financial
New York
$349K -$193K -2,127 -36%
Verition Fund Management
405
Verition Fund Management
Connecticut
$346K +$346K +3,821 New
CB
406
Commerce Bank
Missouri
$343K -$4.53K -50 -1%
RIM
407
Redpoint Investment Management
Australia
$326K +$326K +3,596 New
First Manhattan
408
First Manhattan
New York
$320K
WCA
409
Westover Capital Advisors
Delaware
$320K +$320K +3,529 New
RWA
410
Ropes Wealth Advisors
Massachusetts
$315K +$1.9K +21 +0.6%
CC
411
Courier Capital
New York
$311K -$20.1K -222 -6%
SWM
412
SeaCrest Wealth Management
New York
$306K +$306K +3,373 New
CS
413
Comerica Securities
Michigan
$302K -$21.3K -234 -7%
IIC
414
Ironwood Investment Counsel
Arizona
$301K +$3.73K +61 +1%
PMFA
415
Plante Moran Financial Advisors
Michigan
$299K
JPMPWA
416
J.P. Morgan Private Wealth Advisors
California
$299K +$54.9K +607 +22%
FANJ
417
Financial Architects (New Jersey)
New Jersey
$298K +$815 +9 +0.3%
LWAC
418
Laurel Wealth Advisors (California)
California
$296K +$296K +3,273 New
WAM
419
Wealthspire Advisors (Maryland)
Maryland
$295K -$32.6K -360 -10%
MMPW
420
Mitchell McLeod Pugh & Williams
Alabama
$294K
SI
421
Stephens Inc
Arkansas
$290K -$25.3K -279 -8%
DBRC
422
D.B. Root & Company
Pennsylvania
$290K +$290K +3,200 New
QIM
423
Quantitative Investment Management
Virginia
$289K -$8.53M -94,500 -97%
BTNA
424
Bremer Trust National Association
Minnesota
$289K -$103K -1,134 -26%
IFS
425
Ifrah Financial Services
Arkansas
$289K +$1.09K +12 +0.4%