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Broadridge

519 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
30
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
426
Advisory Services Network
Georgia
$130K +$4.2K +52 +3%
NIT
427
NumerixS Investment Technologies
British Columbia, Canada
$129K -$484K -5,998 -79%
AIM
428
Arcadia Investment Management
Michigan
$129K
IIC
429
Integrated Investment Consultants
Michigan
$105K -$72.7K -900 -41%
LJHT
430
Laurie J. Hall Trustee
$104K
TCOV
431
Trust Company of Vermont
Vermont
$103K
CCA
432
Catalyst Capital Advisors
New York
$98K
TRCT
433
Tower Research Capital (TRC)
New York
$92K +$92K +1,133 New
QCG
434
Quadrant Capital Group
Ohio
$90K +$3.07K +40 +4%
FPS
435
Fieldpoint Private Securities
Connecticut
$85K +$85K +1,049 New
OMCS
436
Old Mutual Customised Solutions
South Africa
$73K
CB
437
Community Bank
New York
$71K +$71K +875 New
PCP
438
Proficio Capital Partners
Massachusetts
$69K +$81 +1 +0.1%
WB
439
Webster Bank
Connecticut
$67K -$40.6K -500 -38%
EA
440
Edge Advisors
Georgia
$66K
YWP
441
YorkBridge Wealth Partners
New York
$65K
WOC
442
West Oak Capital
California
$64.7K
EMG
443
ETF Managers Group
New Jersey
$63K -$33.8K -417 -35%
CAW
444
Cornerstone Advisors (Washington)
Washington
$57K +$8.86K +109 +18%
HDIM
445
Hanson & Doremus Investment Management
Vermont
$57K +$57K +700 New
MA
446
MUFG Americas
New York
$56K
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$53K
OFS
448
Orrstown Financial Services
Pennsylvania
$51K +$4.61K +57 +10%
FHA
449
First Horizon Advisors
Tennessee
$49K
LWM
450
Lenox Wealth Management
Ohio
$49K +$13.7K +170 +39%