We are live on ! Find out more
BR icon

Broadridge

508 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, 174 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $6.8B → $7.44B (+$641M)

2% more funds holding

Funds holding: 498508 (+10)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 175

0.93% less ownership

Funds ownership: 84.73%83.8% (-0.93%)

29% less call options, than puts

Call options by funds: $4.55M | Put options by funds: $6.4M

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
12.67%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
55
Increased
174
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
Change in
Stake
QCG
426
Quadrant Capital Group
Ohio
$76K -$4.26K -59 -5%
PSUF
427
People's United Financial
Connecticut
$72K
OMCS
428
Old Mutual Customised Solutions
South Africa
$68K
PCP
429
Proficio Capital Partners
Massachusetts
$64K +$2.89K +40 +5%
EA
430
Edge Advisors
Georgia
$62K
WOC
431
West Oak Capital
California
$60.4K
YWP
432
YorkBridge Wealth Partners
New York
$60K
MA
433
MUFG Americas
New York
$53K
NIPH
434
NN Investment Partners Holdings
Netherlands
$53K
PHK
435
Point72 Hong Kong
Hong Kong
$51K +$49K +679 New
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$49K
CG
437
Cutler Group
California
$46K -$263K -3,641 -86%
CAW
438
Cornerstone Advisors (Washington)
Washington
$45K -$19.8K -274 -32%
FHA
439
First Horizon Advisors
Tennessee
$45K +$16.2K +225 +58%
OFS
440
Orrstown Financial Services
Pennsylvania
$43K +$3.97K +55 +11%
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$43K +$7.29K +101 +22%
AW
442
Alpha Windward
Massachusetts
$38K -$1.3K -18 -3%
LWA
443
Lowe Wealth Advisors
Maryland
$37K
AIS
444
Accurate Investment Solutions
Pennsylvania
$37K +$4.91K +68 +16%
GBT
445
Grove Bank & Trust
Florida
$35K +$4.19K +58 +14%
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
$33K
PA
447
Parallel Advisors
California
$33K +$15.5K +215 +97%
LWM
448
Lenox Wealth Management
Ohio
$33K +$31.8K +440 New
M
449
MOTCO
Texas
$30K +$28.9K +400 New
GWM
450
Geneos Wealth Management
Colorado
$29K