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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
401
Lyons Wealth Management
Florida
$943K -$44.3K -335 -4%
RBA
402
Richard Bernstein Advisors
New York
$932K
JIC
403
Johnson Investment Counsel
Ohio
$925K +$3.82K +29 +0.4%
AWM
404
Altium Wealth Management
New York
$924K -$924 -7 -0.1%
APA
405
American Portfolios Advisors
New York
$913K +$159K +1,206 +21%
LSERS
406
Louisiana State Employees Retirement System
Louisiana
$897K -$13.2K -100 -1%
W
407
Wealthfront
California
$897K +$652K +4,946 +267%
CCIA
408
Campbell & Co Investment Adviser
Maryland
$891K +$891K +6,751 New
GLA
409
Great Lakes Advisors
Illinois
$886K +$6.99K +53 +0.8%
WF
410
Welch & Forbes
Massachusetts
$882K
Wealth Enhancement Advisory Services
411
Wealth Enhancement Advisory Services
Minnesota
$881K -$1.06M -9,406 -55%
Pacer Advisors
412
Pacer Advisors
Pennsylvania
$878K +$154K +1,164 +21%
Mirae Asset Global Investments
413
Mirae Asset Global Investments
South Korea
$865K +$404K +3,068 +88%
Mariner
414
Mariner
Kansas
$857K +$2.64K +20 +0.3%
CS
415
Cannell & Spears
New York
$852K
AAM
416
Azzad Asset Management
Virginia
$842K
CTC
417
Central Trust Company
Missouri
$834K -$104K -788 -11%
HK
418
Horizon Kinetics
New York
$819K
MF
419
Magnetar Financial
Illinois
$792K +$792K +6,002 New
PA
420
Pinnacle Associates
New York
$791K +$64.4K +488 +9%
Walleye Trading
421
Walleye Trading
New York
$784K +$432K +3,270 +122%
TH
422
TCTC Holdings
Texas
$782K
Nordea Investment Management
423
Nordea Investment Management
Sweden
$781K -$54.4K -412 -7%
HMS
424
Hanseatic Management Services
New Mexico
$773K
NEI
425
Northwest & Ethical Investments
Ontario, Canada
$769K +$63.3K +480 +9%