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Broadridge

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Shares
Change %
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$453K +$453K +4,127 New
BFO
402
Biltmore Family Office
North Carolina
$440K
BO
403
Bank OZK
Arkansas
$439K
CB
404
Commerce Bank
Missouri
$431K +$16.1K +147 +4%
HWA
405
Heritage Wealth Advisors
Virginia
$429K
BUB
406
BBVA USA Bancshares
Texas
$421K -$54.1K -493 -11%
FB
407
Fulton Bank
Pennsylvania
$406K -$100K -914 -20%
PP
408
Paloma Partners
Connecticut
$400K -$1.11M -10,084 -73%
AWA
409
Arete Wealth Advisors
Illinois
$398K -$117K -1,068 -23%
VIA
410
Vident Investment Advisory
Georgia
$398K +$398K +3,634 New
MCM
411
McKinley Capital Management
Alaska
$395K -$114K -1,037 -22%
WG
412
Winton Group
United Kingdom
$394K -$253K -2,307 -39%
RIM
413
Redpoint Investment Management
Australia
$394K
FNBT
414
FineMark National Bank & Trust
Florida
$393K +$115K +1,050 +42%
First Manhattan
415
First Manhattan
New York
$387K
I
416
IberiaBank
Louisiana
$385K +$385K +3,507 New
EMG
417
Ellington Management Group
Connecticut
$384K +$132K +1,200 +52%
JPMPWA
418
J.P. Morgan Private Wealth Advisors
California
$379K +$16.3K +149 +5%
BBHC
419
Brown Brothers Harriman & Co
New York
$373K -$54.9K -500 -13%
RWA
420
Ropes Wealth Advisors
Massachusetts
$373K -$8.22K -75 -2%
CM
421
Castleark Management
Illinois
$367K -$162K -1,480 -31%
MWM
422
Mission Wealth Management
California
$366K +$43.7K +399 +14%
SWM
423
SeaCrest Wealth Management
New York
$364K -$5.48K -50 -1%
PMFA
424
Plante Moran Financial Advisors
Michigan
$363K +$1.1K +10 +0.3%
MMPW
425
Mitchell McLeod Pugh & Williams
Alabama
$356K