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Broadridge

496 hedge funds and large institutions have $6.8B invested in Broadridge in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
42
Increased
183
Reduced
176
Closed
43
Calls
$9.95M
Puts
$10.1M
Net Calls
-$168K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
426
Lowe Wealth Advisors
Maryland
$33K
HCA
427
Harbour Capital Advisors
Virginia
$32.6K +$32.6K +480 New
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$32K -$74.7K -1,086 -70%
Acadian Asset Management
429
Acadian Asset Management
Massachusetts
$30K
AIS
430
Accurate Investment Solutions
Pennsylvania
$29K
GBT
431
Grove Bank & Trust
Florida
$28K +$3.52K +51 +14%
SF
432
Synovus Financial
Georgia
$27K
FHA
433
First Horizon Advisors
Tennessee
$27K +$2.92K +42 +12%
AWM
434
AllSquare Wealth Management
New York
$27K +$27K +400 New
GWM
435
Geneos Wealth Management
Colorado
$26K -$1.08K -16 -4%
NCM
436
New Capital Management
Texas
$26K
GWS
437
Glassman Wealth Services
Virginia
$24K
PB
438
Pinnacle Bancorp
Nebraska
$24K +$24K +354 New
SA
439
SpiderRock Advisors
Delaware
$23K
TDC
440
Thompson Davis & Co
Virginia
$22K
GAM
441
Gemmer Asset Management
California
$21K
HWP
442
Hefty Wealth Partners
Indiana
$21K
IUHSA
443
Itau Unibanco Holding S.A.
Brazil
$21K +$21K +310 New
LCM
444
Liberty Capital Management
Michigan
$20K
RFA
445
Reilly Financial Advisors
California
$20K +$20K +296 New
WCBA
446
Weaver C. Barksdale & Associates
Tennessee
$19K
CFG
447
Citizens Financial Group
Rhode Island
$18K
UWPG
448
Ullmann Wealth Partners Group
Florida
$18K +$18K +270 New
AssetMark Inc
449
AssetMark Inc
California
$17K
CAG
450
Crestwood Advisors Group
Massachusetts
$17K +$17K +245 New