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Broadridge

464 hedge funds and large institutions have $5.98B invested in Broadridge in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 160 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
52
Increased
168
Reduced
160
Closed
45
Calls
$4.76M
Puts
$3M
Net Calls
+$1.77M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Shares
Change %
FPB
426
First PREMIER Bank
South Dakota
$12K
HI
427
Hudock Inc
Pennsylvania
$12K
WCBA
428
Weaver C. Barksdale & Associates
Tennessee
$12K
LNB
429
Ledyard National Bank
$12K
HPBT
430
High Point Bank & Trust
North Carolina
$12K +$12K +197 New
KT
431
Kanaly Trust
Texas
$10K +$7.63K +132 +322%
Lazard Asset Management
432
Lazard Asset Management
New York
$9K +$2.14K +37 +31%
WT
433
Whittier Trust
California
$8K -$4.69K -78 -37%
BWA
434
Burt Wealth Advisors
Maryland
$8K
SNT
435
Security National Trust
West Virginia
$8K
MWM
436
MinichMacGregor Wealth Management
New York
$8K +$1.2K +22 +18%
RFS
437
Rockefeller Financial Services
New York
$8K +$8K +132 New
TWA
438
TCI Wealth Advisors
Arizona
$7K
PHK
439
Point72 Hong Kong
Hong Kong
$6K -$48K -800 -89%
FMP
440
Financial Management Professionals
Texas
$6K
GWM
441
Gupta Wealth Management
California
$6K
GBBWRPM
442
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K
AIM
443
Acrospire Investment Management
Illinois
$6K +$6K +100 New
IR
444
Invictus RG
Bermuda
$5K -$134K -2,229 -96%
CFA
445
Carroll Financial Associates
North Carolina
$5K
LP
446
LMR Partners
United Kingdom
$4.61K +$4.19K +70,600 +998%
QAM
447
QCI Asset Management
New York
$4K
FIB
448
First Interstate Bank
Montana
$4K
WTC
449
WhitTier Trust Company
Nevada
$3K
MFW
450
Mosaic Family Wealth
Missouri
$3K