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Broadridge

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
426
West Oak Capital
California
$53K
AFA
427
Abacus FCF Advisors
Florida
$53K +$29.9K +454 +129%
CBOA
428
Commonwealth Bank of Australia
Australia
$53K +$33.1K +500 +167%
YWP
429
YorkBridge Wealth Partners
New York
$53K +$53K +800 New
MBT
430
Montecito Bank & Trust
California
$51K +$51K +763 New
MA
431
MUFG Americas
New York
$48K -$254K -3,817 -84%
NIPH
432
NN Investment Partners Holdings
Netherlands
$46K
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$43K +$43K +652 New
IWA
434
IBEX Wealth Advisors
New Jersey
$40K +$40K +600 New
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$37K +$37K +562 New
AW
436
Alpha Windward
Massachusetts
$34K
LWA
437
Lowe Wealth Advisors
Maryland
$33K +$33K +491 New
Acadian Asset Management
438
Acadian Asset Management
Massachusetts
$29K +$29K +438 New
AIS
439
Accurate Investment Solutions
Pennsylvania
$28K
SF
440
Synovus Financial
Georgia
$27K
GWM
441
Geneos Wealth Management
Colorado
$26K
NCM
442
New Capital Management
Texas
$25K +$25K +379 New
GBT
443
Grove Bank & Trust
Florida
$24K +$11.5K +170 +92%
GWS
444
Glassman Wealth Services
Virginia
$23K
FHA
445
First Horizon Advisors
Tennessee
$22K
TDC
446
Thompson Davis & Co
Virginia
$22K
BWP
447
Baldwin Wealth Partners
Massachusetts
$21K
HWP
448
Hefty Wealth Partners
Indiana
$21K
PCP
449
Proficio Capital Partners
Massachusetts
$21K +$542 +8 +3%
GAM
450
Gemmer Asset Management
California
$20K -$2.88K -44 -13%