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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
GWS
451
Glassman Wealth Services
Virginia
$26K
NCM
452
New Capital Management
Texas
$26K
FC
453
Ferris Capital
Massachusetts
$25K +$24K +332 New
HWP
454
Hefty Wealth Partners
Indiana
$24K
GAM
455
Gemmer Asset Management
California
$23K
IUHSA
456
Itau Unibanco Holding S.A.
Brazil
$23K
Twin Tree Management
457
Twin Tree Management
Texas
$22K -$197K -2,732 -90%
LCM
458
Liberty Capital Management
Michigan
$22K
RFA
459
Reilly Financial Advisors
California
$22K
CFA
460
Camarda Financial Advisors
Florida
$22K +$20.9K +289 New
AssetMark Inc
461
AssetMark Inc
California
$21K +$2.81K +39 +16%
WCBA
462
Weaver C. Barksdale & Associates
Tennessee
$20K -$1.08K -15 -5%
CFG
463
Citizens Financial Group
Rhode Island
$20K
BAM
464
Bruderman Asset Management
New York
$19K +$18.2K +252 New
BC
465
Bartlett & Co
Ohio
$17K
TF
466
Tompkins Financial
New York
$17K
FPB
467
First PREMIER Bank
South Dakota
$15K
LNB
468
Ledyard National Bank
$15K
TCM
469
Tradewinds Capital Management
Washington
$15K
PFPT
470
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K +$14.2K +197 New
HR
471
Howe & Rusling
New York
$15K +$14.4K +200 New
FPFS
472
First Personal Financial Services
North Carolina
$14K
WA
473
WFG Advisors
Texas
$14K +$11.2K +155 +484%
PA
474
Perennial Advisors
New York
$12K +$11.1K +154 New
HCM
475
Herndon Capital Management
Georgia
$11K