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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
426
Bremer Trust National Association
Minnesota
$289K -$98.9K -1,134 -26%
IFS
427
Ifrah Financial Services
Arkansas
$289K +$1.05K +12 +0.4%
APA
428
American Portfolios Advisors
New York
$286K +$276K +3,161 New
CB
429
Cadence Bank
Mississippi
$284K +$273K +3,134 New
CPH
430
C Partners Holding
Switzerland
$277K +$267K +3,055 New
SWM
431
Segment Wealth Management
Texas
$275K -$698 -8 -0.3%
AMIM
432
Aull & Monroe Investment Management
Alabama
$273K -$13.1K -150 -5%
AP
433
Appleton Partners
Massachusetts
$272K -$39.2K -449 -13%
PHAM
434
Palisades Hudson Asset Management
Florida
$272K
KI
435
Koch Industries
Kansas
$271K -$66.7K -765 -20%
MWM
436
Mission Wealth Management
California
$266K +$28.4K +325 +12%
BEAM
437
Baker Ellis Asset Management
Washington
$258K
PM
438
Parametrica Management
Hong Kong
$257K -$141K -1,612 -36%
EWM
439
Evercore Wealth Management
New York
$256K -$6.54K -75 -3%
AB
440
Atlas Brown
Kentucky
$255K -$8.9K -102 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
441
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$254K -$2.32M -26,600 -90%
AT
442
Arden Trust
Delaware
$253K +$244K +2,795 New
D.E. Shaw & Co
443
D.E. Shaw & Co
New York
$252K +$243K +2,780 New
WA
444
Wheatland Advisors
Pennsylvania
$246K
QI
445
QS Investors
New York
$245K
TRCT
446
Tower Research Capital (TRC)
New York
$238K +$131K +1,497 +132%
AAM
447
Aureus Asset Management
Massachusetts
$234K
GCA
448
Gideon Capital Advisors
New York
$233K -$22.8K -261 -9%
Nordea Investment Management
449
Nordea Investment Management
Sweden
$233K
CWS
450
Cypress Wealth Services
California
$232K +$224K +2,566 New