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Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
401
Verition Fund Management
Connecticut
$698K +$698K +6,068 New
TH
402
TCTC Holdings
Texas
$682K
HMS
403
Hanseatic Management Services
New Mexico
$674K +$674K +5,858 New
APA
404
American Portfolios Advisors
New York
$657K +$172K +1,492 +35%
PA
405
Pinnacle Associates
New York
$634K +$634K +5,504 New
HCM
406
Howland Capital Management
Massachusetts
$633K
Pacer Advisors
407
Pacer Advisors
Pennsylvania
$632K -$3.09M -26,797 -83%
MBA
408
McQueen Ball & Associates
Pennsylvania
$624K
GT
409
Glenmede Trust
Pennsylvania
$622K +$176K +1,531 +40%
ECM
410
ETrade Capital Management
Virginia
$616K -$51.3K -446 -8%
NEI
411
Northwest & Ethical Investments
Ontario, Canada
$616K -$1.38M -11,960 -69%
GW
412
GW & Wade
Massachusetts
$611K +$345 +3 +0.1%
PCM
413
Penserra Capital Management
California
$601K -$7.48M -64,984 -93%
FAAS
414
First Allied Advisory Services
California
$594K -$326K -2,833 -35%
GH
415
GAM Holding
Switzerland
$587K +$21.4K +186 +4%
PSUF
416
People's United Financial
Connecticut
$576K +$1.73K +15 +0.3%
KRS
417
Kentucky Retirement Systems
Kentucky
$576K +$576K +5,007 New
HNB
418
Huntington National Bank
Ohio
$572K +$6.9K +60 +1%
FMWA
419
Forvis Mazars Wealth Advisors
Missouri
$571K -$16.8K -146 -3%
AA
420
ALPS Advisors
Colorado
$568K -$31.1K -270 -5%
BRWA
421
B. Riley Wealth Advisors
Florida
$565K -$22.7K -197 -4%
OI
422
Oakbrook Investments
Illinois
$564K +$57.3K +498 +11%
DIM
423
DC Investments Management
Virginia
$563K -$93.2K -809 -14%
FM
424
Forward Management
California
$562K -$226K -1,964 -29%
Cerity Partners
425
Cerity Partners
New York
$561K +$292K +2,535 +108%