BR icon

Broadridge

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
HKAM
401
Horizon Kinetics Asset Management
New York
$644K +$644K +6,207 New
Lido Advisors
402
Lido Advisors
California
$641K +$186K +1,788 +41%
GH
403
GAM Holding
Switzerland
$639K -$248K -2,392 -28%
LSERS
404
Louisiana State Employees Retirement System
Louisiana
$633K
PA
405
Pinnacle Associates
New York
$623K +$207 +2 +0%
TH
406
TCTC Holdings
Texas
$614K
Jane Street
407
Jane Street
New York
$605K -$80K -772 -12%
HCM
408
Howland Capital Management
Massachusetts
$570K
FCM
409
Flinton Capital Management
Pennsylvania
$569K -$1.03M -9,940 -64%
PAM
410
Panagora Asset Management
Massachusetts
$563K -$224K -2,161 -28%
HS
411
HighVista Strategies
Massachusetts
$560K +$207K +2,000 +59%
B
412
Barings
North Carolina
$551K
VAS
413
Vestmark Advisory Solutions
Massachusetts
$544K +$544K +5,246 New
I
414
IberiaBank
Louisiana
$539K -$24.9K -240 -4%
SS
415
Simplicity Solutions
Minnesota
$539K +$298K +2,874 +124%
KRS
416
Kentucky Retirement Systems
Kentucky
$524K -$2.07K -20 -0.4%
WP
417
WealthSource Partners
California
$520K -$19K -183 -4%
LIA
418
LS Investment Advisors
Michigan
$508K +$104 +1 +0%
HNB
419
Huntington National Bank
Ohio
$490K -$12.2K -118 -2%
RJT
420
Raymond James Trust
Florida
$486K +$37.7K +364 +8%
RCM
421
Riverhead Capital Management
Delaware
$472K -$923K -8,900 -66%
SWA
422
Stratos Wealth Advisors
Ohio
$465K +$168K +1,620 +57%
TAM
423
Tocqueville Asset Management
New York
$454K +$138K +1,329 +44%
CLOS
424
Compagnie Lombard Odier SCmA
Switzerland
$453K +$415K +4,000 +1,081%
AI
425
Accredited Investors
Minnesota
$448K +$2.59K +25 +0.6%