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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
CIA
451
Choate Investment Advisors
Massachusetts
$232K
GXMC
452
Global X Management Company
New York
$229K +$64.2K +736 +41%
FNBT
453
FineMark National Bank & Trust
Florida
$229K +$221K +2,529 New
CBT
454
Capital Bank & Trust
California
$226K
GIA
455
Granite Investment Advisors
New Hampshire
$226K +$218K +2,500 New
HIM
456
Hutchens Investment Management
New Hampshire
$226K +$218K +2,500 New
VFA
457
Valeo Financial Advisors
Indiana
$226K +$218K +2,500 New
CCMH
458
Cornerstone Capital Management Holdings
New York
$219K +$211K +2,419 New
ST
459
Smithfield Trust
Pennsylvania
$217K -$18.3K -210 -8%
JFGLC
460
Johnson Financial Group LLC (Colorado)
Colorado
$215K +$207K +2,371 New
CPA
461
Court Place Advisors
Maryland
$210K +$202K +2,317 New
EMG
462
Ellington Management Group
Connecticut
$208K -$113K -1,300 -36%
MIM
463
Marco Investment Management
Georgia
$207K +$200K +2,289 New
TNBTD
464
Trustmark National Bank Trust Department
Mississippi
$205K +$198K +2,268 New
MAP
465
Moody Aldrich Partners
Massachusetts
$204K +$196K +2,249 New
SCM
466
Sterling Capital Management
North Carolina
$203K +$196K +2,244 New
SIA
467
Sit Investment Associates
Minnesota
$202K -$281K -3,225 -59%
PWAG
468
Polaris Wealth Advisory Group
California
$202K +$194K +2,227 New
BFS
469
Bradley Foster & Sargent
Connecticut
$201K +$193K +2,215 New
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$200K +$193K +2,210 New
TG
471
TLP Group
Illinois
$190K +$183K +2,097 New
Simplex Trading
472
Simplex Trading
Illinois
$166K +$160K +1,835 New
LS
473
Livforsakringsbolaget Skandia
Sweden
$163K -$43.6K -500 -22%
IA
474
IFP Advisors
Florida
$157K -$138K -1,583 -48%
AIM
475
Arcadia Investment Management
Michigan
$145K