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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 %
Bessemer Group
451
Bessemer Group
New Jersey
$40K -$53K -663 -57%
AW
452
Alpha Windward
Massachusetts
$40K
LWA
453
Lowe Wealth Advisors
Maryland
$40K
PA
454
Parallel Advisors
California
$38K
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$37K -$8.23K -103 -18%
AIS
456
Accurate Investment Solutions
Pennsylvania
$35K -$5.57K -68 -14%
GBT
457
Grove Bank & Trust
Florida
$35K -$2.25K -28 -6%
Acadian Asset Management
458
Acadian Asset Management
Massachusetts
$35K
PHK
459
Point72 Hong Kong
Hong Kong
$34K -$21.1K -260 -38%
VCM
460
Vigilant Capital Management
Maine
$32K +$25.9K +324 +426%
NCM
461
New Capital Management
Texas
$31K
GWM
462
Geneos Wealth Management
Colorado
$31K +$80 +1 +0.3%
AWM
463
AllSquare Wealth Management
New York
$30K +$30K +368 New
GWS
464
Glassman Wealth Services
Virginia
$28K
HWP
465
Hefty Wealth Partners
Indiana
$26K
RFA
466
Reilly Financial Advisors
California
$26K +$2.32K +29 +10%
AssetMark Inc
467
AssetMark Inc
California
$26K +$2.86K +35 +12%
GAM
468
Gemmer Asset Management
California
$25K
LCM
469
Liberty Capital Management
Michigan
$25K
TF
470
Tompkins Financial
New York
$25K +$6.75K +85 +37%
IWM
471
IHT Wealth Management
Illinois
$24K -$3.67K -44 -13%
HCA
472
Horan Capital Advisors
Ohio
$24K +$24K +300 New
CFA
473
Camarda Financial Advisors
Florida
$23K
CG
474
Cutler Group
California
$22K -$25.9K -331 -54%
WCBA
475
Weaver C. Barksdale & Associates
Tennessee
$22K +$1.2K +15 +6%