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Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
426
Transform Wealth
Colorado
$545K -$186K -1,613 -25%
LMGAM
427
Liberty Mutual Group Asset Management
Massachusetts
$542K -$2.1M -18,242 -79%
AP
428
Advisor Partners
California
$531K +$49.8K +433 +10%
FCBT
429
First Citizens Bank & Trust
North Carolina
$520K +$15K +130 +3%
KFA
430
Kelleher Financial Advisors
New York
$517K
Caisse de Depot et Placement du Quebec (CDPQ)
431
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$506K +$506K +4,400 New
CM
432
Castleark Management
Illinois
$497K +$112K +970 +29%
V
433
Veritable
Delaware
$483K -$8.41K -73 -2%
ACP
434
Ashfield Capital Partners
California
$480K
CMANY
435
Capital Management Associates (New York)
New York
$478K -$216K -1,871 -31%
BFO
436
Biltmore Family Office
North Carolina
$462K
BO
437
Bank OZK
Arkansas
$460K
CB
438
Commerce Bank
Missouri
$453K
BL
439
BFSG LLC
California
$451K +$451K +3,917 New
HWA
440
Heritage Wealth Advisors
Virginia
$449K
CI
441
Cigna Investments
Connecticut
$441K -$57.6K -500 -12%
BBHC
442
Brown Brothers Harriman & Co
New York
$440K +$48.9K +425 +13%
AR
443
Advisory Research
Illinois
$438K +$81.2K +706 +23%
VI
444
Versor Investments
New York
$437K +$437K +3,800 New
AWA
445
Arete Wealth Advisors
Illinois
$434K +$16.6K +144 +4%
P
446
Pitcairn
Pennsylvania
$430K -$214K -1,859 -33%
PHK
447
Point72 Hong Kong
Hong Kong
$430K +$430K +3,733 New
CA
448
Cynosure Advisors
Utah
$419K -$203K -1,762 -33%
EOJOAM
449
E. Ohman J:or Asset Management
Sweden
$414K +$161K +1,400 +64%
RIM
450
Redpoint Investment Management
Australia
$414K