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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OAMU
401
Ostrum Asset Management US
New York
$542K +$542K +5,630 New
CC
402
Cipher Capital
New York
$536K -$285K -2,957 -35%
HCM
403
Howland Capital Management
Massachusetts
$529K
AAS
404
Avantax Advisory Services
Texas
$528K +$528K +5,470 New
I
405
IberiaBank
Louisiana
$523K +$88.7K +922 +20%
MBA
406
McQueen Ball & Associates
Pennsylvania
$521K
B
407
Barings
North Carolina
$512K -$602K -6,257 -54%
GW
408
GW & Wade
Massachusetts
$512K +$289 +3 +0.1%
WP
409
WealthSource Partners
California
$501K -$12.1K -126 -2%
VWM
410
Venturi Wealth Management
Texas
$498K +$498K +5,315 New
Thrivent Financial for Lutherans
411
Thrivent Financial for Lutherans
Minnesota
$496K +$8.66K +90 +2%
Mirae Asset Global Investments
412
Mirae Asset Global Investments
South Korea
$493K -$138K -1,437 -22%
WCM
413
Weld Capital Management
New York
$491K +$491K +5,106 New
PSUF
414
People's United Financial
Connecticut
$489K -$26.7K -277 -5%
KRS
415
Kentucky Retirement Systems
Kentucky
$489K +$11.9K +124 +3%
MUAMU
416
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$481K -$962K -10,000 -67%
WSCM
417
Wellington Shields Capital Management
New York
$475K -$72.2K -750 -13%
LIA
418
LS Investment Advisors
Michigan
$472K -$766K -7,957 -62%
HNB
419
Huntington National Bank
Ohio
$466K -$12.2K -127 -3%
Twin Tree Management
420
Twin Tree Management
Texas
$462K -$914K -9,501 -66%
BRWA
421
B. Riley Wealth Advisors
Florida
$455K -$9.28K -96 -2%
KFA
422
Kelleher Financial Advisors
New York
$433K
Lido Advisors
423
Lido Advisors
California
$423K -$266K -2,755 -39%
CCIA
424
Campbell & Co Investment Adviser
Maryland
$422K -$298K -2,794 -41%
RJT
425
Raymond James Trust
Florida
$416K -$107K -1,110 -20%