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Broadridge

506 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
OMCS
426
Old Mutual Customised Solutions
South Africa
$68K
PCP
427
Proficio Capital Partners
Massachusetts
$64K +$3.01K +40 +5%
EA
428
Edge Advisors
Georgia
$62K
WOC
429
West Oak Capital
California
$60.4K
YWP
430
YorkBridge Wealth Partners
New York
$60K
MA
431
MUFG Americas
New York
$53K
NIPH
432
NN Investment Partners Holdings
Netherlands
$53K
PHK
433
Point72 Hong Kong
Hong Kong
$51K +$51K +679 New
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$49K
CG
435
Cutler Group
California
$46K -$274K -3,641 -86%
CAW
436
Cornerstone Advisors (Washington)
Washington
$45K -$20.8K -274 -32%
FHA
437
First Horizon Advisors
Tennessee
$45K +$16.5K +225 +58%
OFS
438
Orrstown Financial Services
Pennsylvania
$43K +$4.12K +55 +11%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$43K +$7.67K +101 +22%
AW
440
Alpha Windward
Massachusetts
$38K -$1.37K -18 -3%
LWA
441
Lowe Wealth Advisors
Maryland
$37K
AIS
442
Accurate Investment Solutions
Pennsylvania
$37K +$5.08K +68 +16%
GBT
443
Grove Bank & Trust
Florida
$35K +$4.38K +58 +14%
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$33K
PA
445
Parallel Advisors
California
$33K +$16.3K +215 +97%
LWM
446
Lenox Wealth Management
Ohio
$33K +$33K +440 New
M
447
MOTCO
Texas
$30K +$30K +400 New
GWM
448
Geneos Wealth Management
Colorado
$29K
GWS
449
Glassman Wealth Services
Virginia
$26K
NCM
450
New Capital Management
Texas
$26K