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Broadridge

458 hedge funds and large institutions have $5.46B invested in Broadridge in 2015 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 34 closing their positions.

Holders
458
Holders Change
+44
Holders Change %
+10.63%
% of All Funds
12.03%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
80
Increased
168
Reduced
138
Closed
34
Calls
$2.89M
Puts
$2.96M
Net Calls
-$73K
Net Calls Change
-$2.07M
Name Market Value Shares Shares
Change
Shares
Change %
TDC
426
Thompson Davis & Co
Virginia
$8K 156 +15 +11%
SNT
427
Security National Trust
West Virginia
$7K 130
ADL
428
Asset Dedication LLC
California
$7K 129 +129 New
BWA
429
Burt Wealth Advisors
Maryland
$7K 143 +143 New
GWM
430
Gupta Wealth Management
California
$6K 107 -400 -79%
TWA
431
TCI Wealth Advisors
Arizona
$6K 113
GBBWRPM
432
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K 105 +105 New
Lazard Asset Management
433
Lazard Asset Management
New York
$6K 119 +119 New
MWM
434
MinichMacGregor Wealth Management
New York
$6K 125 +125 New
EWM
435
Endurance Wealth Management
Rhode Island
$5K 100
CFA
436
Carroll Financial Associates
North Carolina
$5K 100
FMP
437
Financial Management Professionals
Texas
$5K 100
NFG
438
Next Financial Group
Texas
$5K 95 +95 New
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$4.3K 80 +80 New
QAM
440
QCI Asset Management
New York
$4K 75
FIB
441
First Interstate Bank
Montana
$4K 74
MA
442
MCF Advisors
Kentucky
$4K 80
WTC
443
WhitTier Trust Company
Nevada
$3K 56 -1,000 -95%
DBT
444
Dubuque Bank & Trust
Iowa
$3K 65
PFBT
445
Parkside Financial Bank & Trust
Missouri
$3K 53
MFW
446
Mosaic Family Wealth
Missouri
$3K 62 +62 New
Nuveen Asset Management
447
Nuveen Asset Management
Illinois
$2.65K 49,238 -4,800 -9%
FHA
448
First Horizon Advisors
Tennessee
$2K 41 -158 -79%
WA
449
WFG Advisors
Texas
$2K 32
GI
450
Gradient Investments
Minnesota
$2K 34