We are live on ! Find out more
BR icon

Broadridge

520 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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

18% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $2.85M

7% more capital invested

Capital invested by funds: $7.44B → $7.96B (+$522M)

2% more funds holding

Funds holding: 508520 (+12)

0.83% more ownership

Funds ownership: 83.8%84.63% (+0.83%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 196

Holders
520
Holders Change
+12
Holders Change %
+2.36%
% 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
31
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
451
Lenox Wealth Management
Ohio
$49K +$13.1K +170 +39%
Bessemer Group
452
Bessemer Group
New Jersey
$40K -$51.1K -663 -57%
AW
453
Alpha Windward
Massachusetts
$40K
LWA
454
Lowe Wealth Advisors
Maryland
$40K
PA
455
Parallel Advisors
California
$38K
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$37K -$7.93K -103 -18%
AIS
457
Accurate Investment Solutions
Pennsylvania
$35K -$5.24K -68 -14%
GBT
458
Grove Bank & Trust
Florida
$35K -$2.16K -28 -6%
Acadian Asset Management
459
Acadian Asset Management
Massachusetts
$35K
PHK
460
Point72 Hong Kong
Hong Kong
$34K -$20K -260 -38%
VCM
461
Vigilant Capital Management
Maine
$32K +$25K +324 +426%
NCM
462
New Capital Management
Texas
$31K
GWM
463
Geneos Wealth Management
Colorado
$31K +$77 +1 +0.3%
AWM
464
AllSquare Wealth Management
New York
$30K +$28.3K +368 New
GWS
465
Glassman Wealth Services
Virginia
$28K
HWP
466
Hefty Wealth Partners
Indiana
$26K
RFA
467
Reilly Financial Advisors
California
$26K +$2.23K +29 +10%
AssetMark Inc
468
AssetMark Inc
California
$26K +$2.69K +35 +12%
GAM
469
Gemmer Asset Management
California
$25K
LCM
470
Liberty Capital Management
Michigan
$25K
TF
471
Tompkins Financial
New York
$25K +$6.55K +85 +37%
IWM
472
IHT Wealth Management
Illinois
$24K -$3.39K -44 -13%
HCA
473
Horan Capital Advisors
Ohio
$24K +$23.1K +300 New
CFA
474
Camarda Financial Advisors
Florida
$23K
CG
475
Cutler Group
California
$22K -$25.5K -331 -54%